Kenneth D. Durfee, Cfp® Email & Phone Number
@summitfinancial.com
5 phones found area 973
LinkedIn matched
Who is Kenneth D. Durfee, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Kenneth D. Durfee, Cfp® is listed as Private Wealth Advisor at Summit Financial, LLC, based in Parsippany, New Jersey, United States. AeroLeads shows a work email signal at summitfinancial.com, phone signal with area code 973, and a matched LinkedIn profile for Kenneth D. Durfee, Cfp®.
Kenneth D. Durfee, Cfp® holds Cfp® from College For Financial Planning.
Email format at Summit Financial, LLC
This section adds company-level context without repeating Kenneth D. Durfee, Cfp®'s masked contact details.
AeroLeads found 1 current-domain work email signal for Kenneth D. Durfee, Cfp®. Compare company email patterns before reaching out.
About Kenneth D. Durfee, Cfp®
Turning complex financial challenges into comprehensive plans providing clarity, peace of mind, and financial security for high net-worth clients and their families. I offer a unique holistic planning approach, leveraging over 30 years of experience and the support of in-house professionals and industry specialists.Disclaimer: Investment advisory and financial planning services offered through Summit Financial, LLC, (“Summit”), a SEC Registered Investment Adviser. The opinions and comments expressed on this page do not necessarily represent the views of Summit. Neither the author nor Summit are affiliated with Linkedin, Inc. By clicking on any non-Summit link, you will enter a privately-owned web site created, operated and maintained by a third-party. We have not verified the information and opinions found on third-party websites, nor do we make any representations as to their accuracy or completeness. Neither Summit or its affiliates endorse third-party products and services or their privacy and security policies, which may differ from ours. None of the statements on this page are intended to recommend any security, service, or product or to provide investment, tax, or any other advice. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 80 State Street, Albany, NY 12207 (“PKS”). PKS and Summit are not affiliated companies. Summit Financial, LLC., a SEC Registered Investment Adviser established in November 2018, is the successor firm to Summit Equities, Inc., (registered with the SEC in 1991) and Summit Financial Resources, Inc., (registered with the SEC in 1983) for all of their investment advisory and financial planning business.
Listed skills include Estate Planning, Investment Management, Diversified Comprehensive Financial Planning, Detailed Retirement Planning, and 2 others.
Kenneth D. Durfee, Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Kenneth D. Durfee, Cfp® work experience
A career timeline built from the work history available for this profile.
-
Private Wealth AdvisorSpecializations:- Comprehensive Financial Planning- Retirement Planning- Investment Management- Advanced Estate Planning- Asset Protection & Risk ManagementBusiness Experiences:- Investment Committee Member- Advanced Planning Committee Member
Kenneth D. Durfee, Cfp® education
Bachelor Of Science, Business
Frequently asked questions about Kenneth D. Durfee, Cfp®
Quick answers generated from the profile data available on this page.
What company does Kenneth D. Durfee, Cfp® work for?
Kenneth D. Durfee, Cfp® works for Summit Financial, LLC.
What is Kenneth D. Durfee, Cfp®'s role at Summit Financial, LLC?
Kenneth D. Durfee, Cfp® is listed as Private Wealth Advisor at Summit Financial, LLC.
What is Kenneth D. Durfee, Cfp®'s email address?
AeroLeads has found 1 work email signal at @summitfinancial.com for Kenneth D. Durfee, Cfp® at Summit Financial, LLC.
What is Kenneth D. Durfee, Cfp®'s phone number?
AeroLeads has found 5 phone signal(s) with area code 973 for Kenneth D. Durfee, Cfp® at Summit Financial, LLC.
Where is Kenneth D. Durfee, Cfp® based?
Kenneth D. Durfee, Cfp® is based in Parsippany, New Jersey, United States while working with Summit Financial, LLC.
What companies has Kenneth D. Durfee, Cfp® worked for?
Kenneth D. Durfee, Cfp® has worked for Summit Financial, Llc.
How can I contact Kenneth D. Durfee, Cfp®?
You can use AeroLeads to view verified contact signals for Kenneth D. Durfee, Cfp® at Summit Financial, LLC, including work email, phone, and LinkedIn data when available.
What schools did Kenneth D. Durfee, Cfp® attend?
Kenneth D. Durfee, Cfp® holds Cfp® from College For Financial Planning.
What skills is Kenneth D. Durfee, Cfp® known for?
Kenneth D. Durfee, Cfp® is listed with skills including Estate Planning, Investment Management, Diversified Comprehensive Financial Planning, Detailed Retirement Planning, Estate Plan, and Advanced High Net Worth Planning.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial