Kevin Newman is a Financial Planner, having obtained his CFP^® & CLU^® certifications. He has been in the financial services industry for over 20 years. He graduated with a Bachelor's Degree in Economics and Mathematics from the University of Albany.

Mr. Newman has completed post graduate classes at the American College to include:

• Financial Planning: Process and Environment
• Planning for Retirement Needs
• Fundamentals of Insurance Planning
• Fundamentals of Investments for Financial Planning
• Fundamentals of Income Taxation
• Fundamentals of Estate Planning

The Certified Financial Planner (CFP®) certification represents proven expertise within the financial planning profession and possesses a bachelor's degree from an accredited college or university. Those with the CFP® designation have demonstrated competency in all areas of finance related to financial planning. Candidates for the CFP® designation must pass a certification exam administered by the Certified Financial Planner Board of Standards Inc. that focuses on over 100 topics of concern to the financial planning field, such as retirement, estate, and investment planning. In addition to passing the CFP® certification exam, candidates must also complete qualifying work experience (three years full-time or equivalent part-time experience in the financial planning field) and agree to adhere to the CFP® Board's code of ethics and professional responsibility and financial planning standards

The Chartered Life Underwriter (“CLU”) is a professional designation for individuals who wish to specialize in life insurance and estate planning. Candidates must successfully complete eight courses that focus on the fundamentals of life insurance, personal insurance planning and estate planning. This designation also requires candidates to have three years of full-time business experience and meet industry ethics standards. Individuals who earn this designation are required to complete the Professional Achievement in Continuing Education Recertification Program, which consists of 30 hours of continuing education courses. The recertification process must be completed once every two years.