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