Summit Financial Resources, Inc. Names Joseph Spada, CFP® 2017 Leading Financial Advisor
Investment Weekly News
By a News Reporter-Staff News Editor at Investment Weekly News -- One of the preeminent privately owned financial planning and wealth management firms in the Northeast, Summit Financial Resources, Inc., announced that Joseph Spada, CFP® was named the firm's 2017 Leading Financial Advisor.
The award recognizes Mr. Spada as head of Summit Financial Resources, Inc.'s most productive wealth management practice.
A financial advisor for over 35 years, Mr. Spada specializes in providing clients with a range of services, including investment management, retirement, insurance, tax and estate planning. For the past 20 years he has led Summit's top-ranking wealth management practice.
Mr. Spada is currently a member of the Morris County Chapter of Legatus, a Trustee and Executive Committee Member for the Tri-County Scholarship Fund and a Board of Directors member for Several Sources Shelters. Mr. Spada's insights and personal financial advice have been featured in The New York Times, Worth, The Wall Street Journal, Bloomberg and other national publications. He resides in Mendham, NJ with his wife Tamara and four sons.
Keywords for this news article include: Business, Finance and Investment, Investment and Finance, Summit Financial Resources Inc.
Our reports deliver fact-based news of research and discoveries from around the world. Copyright 2018, NewsRx LLC
Studies from University of Washington Yield New Information about Multiple Myeloma (Cost-effectiveness of Drugs to Treat Relapsed/Refractory Multiple…
Man shot during Fridley traffic crash on Hwy. 65 dies
Advisor News
- The modern advisor: Merging income, insurance, and investments
- Financial shocks, caregiving gaps and inflation pressures persist
- Americans unprepared for increased longevity
- More investors will seek comprehensive financial planning
- Midlife planning for women: why it matters and how advisors should adapt
More Advisor NewsAnnuity News
- LIMRA: Annuity sales notch 10th consecutive $100B+ quarter
- AIG to sell remaining shares in Corebridge Financial
- Corebridge Financial, Equitable Holdings post Q1 earnings as merger looms
- AM Best Assigns Credit Ratings to Calix Re Limited
- Transamerica introduces new RILA with optional income features
More Annuity NewsHealth/Employee Benefits News
- SENATE APPROVES BILL TO LIMIT PREMIUM INCREASES, PROTECT ACCESS TO HEALTHCARE
- All about AHCCCS: Navigating Arizona Medicaid’s changing landscape
- GOVERNOR SIGNS BIOMARKER TESTING COVERAGE BILL
- REGULATION OF AI IN PRIOR AUTHORIZATION AND CLAIMS REVIEW: A LOOK AT FEDERAL AND STATE CONSUMER PROTECTIONS
- LEADING HEALTH ORGANIZATIONS URGE NC LAWMAKERS TO RECONSIDER PROPOSAL IMPLEMENTING MEDICAID CUTS
More Health/Employee Benefits NewsLife Insurance News
- 2025 Insurance Abstracts
- AM Best Assigns Credit Ratings to Tokio Marine Newa Insurance Co., Ltd.
- Earnings roundup: Prudential works to save ‘unique’ Japanese market
- How life insurance became a living-benefits strategy
- Financial Focus : Keep your beneficiary choices up to date
More Life Insurance News