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Qualifications

Kevin Newman is a Financial Planner, having obtained his CFP® & CLU® certifications. He has been in the financial services industry for over 15 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


For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

knewman@newmanassociate.com   |  518-951-0185