Joseph F. Rowek

Tax & Estate Specialist

Credentials: J.D., LL.M
Years of Experience: 

Address: 4 Campus Drive Parsippany NJ 07054
Phone: 973-285-3688
Email: jrowek@sfr1.com
Website:
LinkedIn: https://www.linkedin.com/in/joseph-rowek-221b6650/

Joe Rowek is a Vice President and Senior Tax Specialist of Summit Financial, LLC. He has been a member of Senior Management of Summit for over twenty-six years, where his primary focus is on applications of Income, Estate, Gift and Generation Skipping Transfer Tax rules, Business Succession and Continuity Planning, Insurance Structuring, and Retirement and Charitable Planning.  He is also an adjunct professor at William Paterson University where he teaches Estate Planning and Retirement Planning. 

Prior to joining Summit, Joe was an Estate Tax Attorney with the Internal Revenue Service and a retirement benefits attorney with the Mutual Benefit Life Insurance Company.  He graduated from Fairleigh Dickinson University with a B.S. in Accounting, and earned his Juris Doctorate from St. Mary’s University School of Law in San Antonio, Texas.  Joe received his Master of Laws in Taxation (LL.M.) from New York University. He holds a New Jersey Insurance License as well as the FINRA Series 6 and 7, and the Series 24 Securities Principals’ license.

Joe is a member of the Academy of Finance Advisory Board at Passaic County Technical Institute in Wayne, NJ and the charitable society of his church.

Joe is married with three children and one granddaughter, and lives in Wayne, NJ.

 

Education:

LL.M. Taxation, New York University New York, NY

J.D., St. Mary’s University San Antonio, Texas

BS in Accounting, Fairleigh Dickinson Madison, NJ

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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