Joseph W. Spada, CFP®

Private Wealth Advisor Years of Experience: 35
Address: 4 Campus Drive, Parsippany NJ 07054

Joseph W. Spada, CFP® is a Private Wealth Advisor at Summit Financial based out of Parsippany, NJ. Summit Financial is an independent, privately owned financial planning/wealth management firm. Summit’s 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 CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning.

Specialization:
  • Comprehensive Financial Planning
  • Retirement Planning
  • Investment Planning
  • Estate Planning
  • Insurance/Risk Management
  • Family Wealth Counseling
  • Business Planning
Business Experience:

Private Wealth Advisor – Summit Financial
Shareholder of Summit Equities, Inc./Summit Risk Management, Inc., an indirect owner of Summit Financial. 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 Planning, Consumer 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 Tammy and four sons, Joseph, Christopher, Jarett & Brett

Interests:

Family, golf, sports, reading, travel and Ferraris