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.
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.
I am fortunate to have met my wife, Amber in 2009, and we married in 2010. We then started our family, adding my son, Rourke in 2012. We love to travel, especially to wine country, and aptly have our two dogs named, Napa & Sonoma. I am currently an aspiring ultrarunner, competing in long distance endurance events across the country.
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
NYS Life & Health Insurance
CFP® and CLU® designations
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.
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