Kevin Newman, CLU®, CFP®

Kevin Newman, CLU®, CFP®

Financial Planner

Phone: 518-209-4901
Fax: 518-734-0076

Kevin's academic achievements include:

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

Kevin's education, experience and professional affiliations have fostered his practical approach to offering financial services and advice to his clients. Rather than just recommending a hodgepodge of unrelated products, first Kevin will consider the client's specific financial goals and investment objectives. His approach is "hands on," involving an in depth analysis of the client's financial and personal situation. Kevin prides himself in taking the time to really know and understand all of his clients. By working together, he and his client will formulate a strategy to help them achieve their goals. He will then recommend the appropriate products and services to help them execute your strategy.

Kevin 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.

Let's work together in helping to achieve financial success and prosperity!"