Joseph W. Spada, CFP®
Private Wealth Adviser, Summit Financial Holdings
Joe Spada leads Summit Financial's high-net-worth practice, specializing in the integration of sophisticated wealth management and planning strategies tailored to meet clients' objectives. A nationally recognized thought leader with four decades of professional experience, he has been featured by Bloomberg, CNBC, Kiplinger, Barron's, Wall Street Journal, New York Times and Forbes.
Joe earned a bachelor's degree from Kean University and the CERTIFIED FINANCIAL PLANNER® designation. He's committed to analyzing and integrating tax planning, investment management, estate planning and retirement to build and protect his clients' wealth.
Phone: (973) 285-3600 | Email: jspada@sfr1.com | Website: jspada.com
