Kevin Newman, CFP®, CLU®

As a Financial Planner and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.

To stay on top of my field and develop my professional skills, I’ve regularly attended industry training and certification programs. This includes completing the curriculum and passing rigorous exams for the:

Series 7, 24, & 66

NYS Life & Health Insurance

CA, NY Long Term Care Partnership Program 

My academic achievements include:

Bachelor's Degree in Economics and Mathematics from the University of Albany

My education, experience and professional affiliations have fostered my practical approach to offering financial services and advice to my clients. Rather than just recommending a hodgepodge of unrelated products, first I’ll consider your specific financial goals and investment objectives. My approach is "hands on," involving an in depth analysis of your financial and personal situation. I pride myself in taking the time to really know and understand my clients. By working together, we’ll formulate a strategy to help you achieve your goals. Then I’ll recommend the appropriate products and services to help you execute your strategy.

I created Newman & Associates in 2011, with the following Mission Statement:

Fairly address and help to solve my client’s financial needs, exceeding expectations.

I was formerly a member of the Glenville Rotary, serving on their Foundation Board, and am the former Chairman of the Board of Directors for a local Credit Union, so maintaining a strong sense of community and a solid professional foundation are very important to me.

Thanks again for stopping by, and please do not hesitate to contact me for more information.

Kevin Newman, CFP®, CLU®

Financial Planner