Joseph W. Spada, CFP® is a Private Wealth Advisor at Summit Financial located in Parsippany, New Jersey.

Summit Financial is an independent, privately owned financial planning/wealth management firm.  Summit’s 230 professional and support personnel are committed to solving problems and maximizing opportunities for their high net worth clientele.

With over 35 years experience advising clients, Joe heads Summit’s leading high net worth wealth management practice.  He is a nationally recognized specialist on estate, business, wealth transfer, income tax, investment, retirement, philanthropic and asset protection planning for business owners, high net worth individuals and families.

Joe is a sought after thought leader on strategies to help reduce income/estate taxes to grow and protect his clients’ family wealth. He has made appearances on Bloomberg TV and CNBC. He has also written articles and has been quoted in Barron’s, The New York Times, The Wall Street Journal, Forbes and Worth Magazine among others. Joe earned his Bachelor’s degree in political science and received his Certification for Financial Planning from the College for Financial Planning.

Specialization:

  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Insurance/Risk Management
  • Family Wealth Counseling
  • Business Planning

Business Experience:

  • Private Wealth Advisor – Summit Financial
  • Shareholder of Summit Equities, Inc. / Summit Risk Management, Inc. an indirect owner of Summit Financial
  • Senior Principal, Board of Directors member at Summit Financial Resources, Inc.
  • Personally trained over 200 financial advisors

Personal:

  • Past Founding President of the Morris County Chapter of Legatus, an international Catholic business leaders organization
  • Trustee/Executive Committee Member for the Tri-County Scholarship Fund which provides scholarships for inner city youth
  • Board of Directors member for Several Sources Shelters, a non-profit organization that provides assistance and shelter to single-parent families
  • Member of the Financial Planning Association
  • Resides in Mendham, NJ with his wife Tammy and four sons, Joseph, Christopher, Jarett & Brett

Interests

Family, golf, sports, reading, travel and Ferraris

Contact Info

Joseph W. Spada, CFP®

Summit Financial

4 Campus Drive

Parsippany, NJ 07054

Main Phone: 973-285-3600

Direct Phone: 973-285-3620

Direct Fax:  973-201-4897

Email: jspada@sfr1.com

Summit Financial Website

GoToMeeting Access

LinkedIn Page

Shareholder

Joseph W. Spada, CFP® offers Investment advisory and financial planning services offered through Summit Financial an SEC Registered Investment Adviser.

Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State St., Albany NY 12207 (“PKS”). PKS and Summit Financial are not affiliated companies.

Summit Financial, LLC established in November 2018, is the successor firm to Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983) for all of their investment advisory and financial planning business. Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit Financial LLC.

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