Christopher Stappas

Private Wealth Advisor

Credentials: J.D. CFP® CERTIFICATION
Years of Experience: 28

Address: 4 Campus Drive, Parsippany NJ 07054
Phone: 973-292-5432
Email: cstappas@sfr1.com
Website:
LinkedIn: https://www.linkedin.com/in/christopher-stappas-j-d-cfp-213a1a/

I am passionate about partnering with successful families to help them achieve financial abundance and live their lives with purpose. Through our guidance and expertise, my team and I reduce financial worry for our clients and allow them the freedom to focus on what they love. By adhering to our clearly defined and comprehensive process, we identify missed opportunities in our clients’ existing planning. We then design and implement legal, tax and financial strategies to bridge those gaps. The end result is for our clients to have complete confidence in knowing that their wealth is being maximized and protected. My team and I are committed to creating this exceptional service experience for all of our clients and their families.

Chris enjoys golf, tennis and travel and lives in Montville NJ with his wife, Tami and their two daughters

Education:
Emory University, BBA with Highest Distinction
Rutgers School of Law, J.D.
College for Financial Planning, Certified Financial Planner®

 

 

Investment advisory and financial planning services offered through Summit Financial, LLC., an SEC Registered Investment Adviser. Headquartered at 4 Campus Drive, Parsippany, NJ, 07054. Tel. 973-285-3600. Fax. 973-285-3666. Some advisers may offer securities through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211 (“PKS”). PKS and Summit Financial, LLC. are not affiliated companies.

Summit Financial, LLC (“Summit Financial”) operates a website at summitfinancial.com (the “Site”). By using this website, you accept our Terms of Use and Privacy Policy. Past performance is no guarantee of future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in partial or total loss. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Summit Financial nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Prospective investors should confer with their personal tax advisors regarding the tax consequences based on their particular circumstances. Neither Summit Financial nor any of its affiliates assume responsibility for the tax consequences for any investor of any investment.

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