Kenneth D. Durfee

Private Wealth Advisor

Credentials: CFP CERTIFICATION®
Years of Experience: 28

Address: 4 Campus Drive Parsippany NJ 07054
Phone: 973-285-3607
Email: kdurfee@sfr1.com
Website:
LinkedIn: https://www.linkedin.com/in/kennethdurfee/

I have spent my entire professional career at Summit Financial, LLC. For over 27 years, I have focused on ensuring the long-term financial security of my clients and helping their families achieve their life goals and objectives.

My clients are high-net worth individuals, many of whom are pharmaceutical, corporate, and Wall Street executives that have complex financial issues who benefit from my coordinated and holistic financial planning approach. I have unique access to a wide range of resources which other advisors might not have. Our team is comprised of individuals who have designations including the CFA, CFP®, and CPA, and as well as Estate, Tax and Legal specialists. Combined, this professional team has over 30 years of experience and they serve to help me stay on the cutting edge of planning.

My wife Kelly and I live in central New Jersey and we are the proud parents of our three children.

Specialization:
Comprehensive Financial Planning
Retirement Planning
Investment Management
Advanced Estate Planning
Asset Protection and Risk Management

Business Experience:
Member of Summit Financial, LLC. Investment Committee
Member of Summit Financial LLC, Advanced Planning Committee

Education:
Kings College, BS Business and Finance concentration
College for Financial Planning: CFP®

Disclaimer: “The Summit financial planning design 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.”

 

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 80 State Street, Albany NY 12207 (“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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