Chris Stappas

Christopher Stappas, J.D., CFP®: A Trusted Private Wealth Advisor Driving Financial Success

Christopher Stappas, J.D., CFP®, is a seasoned Private Wealth Advisor with over 31 years of experience. Working at Summit Financial, LLC, a distinguished and independent financial advisory firm, Chris has dedicated his career to providing comprehensive financial planning and wealth management solutions to high-net-worth individuals. His expertise, professionalism, and commitment have enabled his clients to achieve financial security and focus on what they love.

Professional Focus:

Chris's client base consists of esteemed professionals, including physicians, entrepreneurs, business owners, senior executives, and retirees. While these individuals have excelled in their respective fields, they recognize the importance of having a knowledgeable and trusted advisor to coordinate their financial planning for optimal outcomes. Chris's clients place complete confidence in him, knowing that their wealth is being maximized and protected under his guidance.

Areas of Specialization:

As a Private Wealth Advisor, Chris possesses a diverse skill set that covers various aspects of financial planning and wealth management. His specialties include retirement planning, investment management, income tax reduction, estate planning, insurance planning, risk management, college funding, and asset protection. With this comprehensive expertise, Chris offers his clients tailored strategies to address their unique financial objectives and ensure long-term financial stability.

Professional Achievements and Contributions:

Throughout his career, Chris Stappas has made significant contributions to the finance industry. His commitment to excellence and professionalism has earned him the trust and respect of his clients and peers alike. By consistently delivering exceptional results and offering sound financial guidance, Chris has solidified his reputation as a leader in his field.

Contact Us :-

Parsippany Office: 4 Campus Dr, Parsippany-Troy Hills, NJ 07054, USA

Phone: 973-292-5432