Joseph W. Spada, CFP® is a Senior Wealth Planner at Summit Financial, LLC based out of Parsippany, NJ. He also serves on the company’s Board of Directors.

Summit Financial, LLC 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.  Joe 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 has made appearances on Bloomberg TV and CNBC, and has been quoted in Barron’s, The New York Times, The Wall Street Journal and Worth Magazine among others. In addition he has written various financial planning articles for national and local publications including Forbes, Worth Magazine, Bernards-Ridge Connection and the Trenton Times. 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
  • Business Planning
  • Estate Planning
  • Family Wealth Counseling
  • Investment and Retirement Planning
  • Insurance/Risk Management

Business Experience:

  • Senior Wealth Planner – Summit Financial, LLC
  • Senior Principal, member of the Board of Directors at Summit Financial Resources from 1990-10/2018
  • Personally trained over 200 financial advisors.
  • Nationally recognized specialist and speaker; quoted in The New York Times, The Wall Street Journal, Barron’s, Worth Magazine, Investment News, Financial PlanningConsumer Reports Money Adviser, Bloomberg TV and CNBC.
  • Author of various articles on wealth management and personal financial planning issues published by Forbes, Worth Magazine, Bernards-Ridge Connection and the Trenton Times.

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 and four sons.

Interests

Family, golf, sports, reading, travel and Ferraris

Contact Info

Joseph W. Spada, CFP®

Summit Financial, LLC

4 Campus Drive

Parsippany, NJ 07054

Main Phone: 973-285-3600

Direct Phone: 973-285-3620

Direct Fax:  973-285-7401

Email: jspada@sfr1.com

LinkedIn Page

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

Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Wood Blvd., Albany NY 12211 (“PKS”). PKS and Summit Financial, LLC are not affiliated companies.

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Disclosures



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