Jerry Spitzberg

Jerry Spitzberg, CPA®, CFA®, provides financial planning and portfolio management to high net-worth individuals and families around the globe. With over 25 years of industry experience, Jerry’s main objective is to help his clients navigate their financial decisions through all stages of life. Through decades of serving a diverse client base, Jerry takes pride in his ability to provide detailed guidance in a wide array of financial needs.
Prior to co-founding Stone Summit Wealth, Jerry was a founding partner of a Registered Investment Advisory (RIA) firm in South Florida in 1996. His duties included, but were not limited to lead portfolio manager as well as serving as a Financial Advisor for many of the firm’s clients. Jerry graduated from Florida Atlantic University obtaining two bachelor’s degrees in Business; one in Finance and the other in Accounting. Additionally, he is a CHARTERED FINANCIAL ANALYST (CFA®) as well as a CERTIFIED PUBLIC ACCOUNTANT (CPA®).
Jerry, his wife Royanne, and their dog Nikki live in Delray Beach, Florida. They have two kids. A son working and living in Boca Raton and a daughter studying at University of Florida. Jerry leads an active lifestyle playing tennis, riding his bike and enjoying rounds of golf. In time away from the office, Jerry and his wife enjoy traveling throughout Europe.

Firm: Stone Summit Wealth, LLC

Locations: Delray, FL

Website: Link

Phone Number: (561) 251-6796

Years of Experience: 28 years

Years in Current Firm: 2 years

Certifications/Designations: CPA®, CFA®