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 200 professional and support personnel are committed to holistically analyzing and integrating all areas that impact the growth and protection of our clients’ wealth. Our 40-year time-tested process helps solve problems and maximize opportunities with the objective of aligning our clients’ wealth and life goals. Once our planning is optimized our clients experience an enhanced level of security, purpose, and fulfillment.

With decades of 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 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 from Kean University in political science and received his Certification for Financial Planning from the College for Financial Planning.

Specialization:

  • Holistic Financial Planning
  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Insurance/Risk Management
  • Philanthropic Planning
  • Business Planning

Business Experience:

  • Private Wealth Advisor – Summit Financial
  • Shareholder – Summit Companies
  • 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
  • Chairman of 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: 973-964-5713

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, a SEC Registered Investment Adviser established 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. We cannot accept endorsements and recommendations. Insurance is offered through Summit Risk Management, LLC, an affiliate of Summit Financial, LLC.

The Summit financial planning team includes admitted attorneys and/or CPAs who act exclusively in a non-representative capacity with respect to Summit’s clients. Neither they nor Summit provide tax or legal advice to clients. Clients should make all decisions regarding the tax and legal implications of their investments and plans after consultation with their independent tax or legal advisors.

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