Will Newman Email & Phone Number

Will NewmanFinancial Planner / Financial Advisor / Investment Managerwill@newmansfinancialplanning.com / 480-798-9544 www.newmansfinancialplanning.comDo you have a financial plan in place with a trusted advisor? If the answer is no...Please allow me to help you.Equipped with 10 years of experience as a Financial Planner including: Investment Management, Financial Advisor, Wealth Manager, Financial Consultant, Portfolio Manager, Education Planning, Retirement Planning, and Mitigation. Strongest attributes are listening, understanding, connecting, and building lasting relationships.► Financial Planning Services:• Purpose Based Planning and Wealth Management• Investment Management• Cash Flow Planning• Retirement Planning• Education Planning• Taxation Planning► Value Propositions:Known for being "The Customer Advocate" and ensuring trust and confidence in my abilities. Due to my approachable personality and experience in working at large firms, I am able to understand and personalize both family and individual needs. This attribute has been key during my successful career.Passionate about educating my clients and performing at a high level of achievement to ensure life long goals and objectives are met. I strive to be my client’s trusted advisor. My primary focus is to provide unbiased opinions that are designed to achieve long term investment results - that put your financial interests first.Allow me to be your trusted Fiduciary in that I am vested in your long term success. Your success is my only mission.

Listed skills include Investments, Series 63, Mutual Funds, Retirement Planning, and 16 others.