Will Newman

Will Newman Email and Phone Number

Principal Owner and Investment Manager and Wealth Manager and Financial Advisor @ Newman's Financial Planning, LLC
Phoenix, AZ, US
Will Newman's Location
Greater Phoenix Area, United States
Will Newman's Contact Details

Will Newman phone numbers

About Will Newman

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.

Will Newman's Current Company Details
Newman's Financial Planning, LLC

Newman'S Financial Planning, Llc

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Principal Owner and Investment Manager and Wealth Manager and Financial Advisor
Phoenix, AZ, US
Will Newman Work Experience Details
  • Newman'S Financial Planning, Llc
    Principal Owner And Investment Manager And Wealth Manager And Financial Advisor
    Newman'S Financial Planning, Llc
    Phoenix, Az, Us
  • Newman'S Financial Planning, Llc
    Principal Owner / Investment Manager / Wealth Manager / Financial Advisor
    Newman'S Financial Planning, Llc Feb 2016 - Present
    Queen Creek, Az
    www.newmansfinancialplanning.com
  • Vanguard
    Investment Consultant
    Vanguard Jul 2015 - Dec 2015
    Scottsdale, Az
  • Vanguard
    Investment Consultant
    Vanguard Nov 2009 - Nov 2013
    Scottsdale, Az

Will Newman Skills

Investments Series 63 Mutual Funds Retirement Planning Wealth Management Financial Services Series 7 Asset Management Customer Service Risk Management Finance Series 65 Series 6 Strategic Financial Planning Variable Annuities Financial Advisor Wealth Legacy Planning Fiduciary Portfolio Management

Will Newman Education Details

Frequently Asked Questions about Will Newman

What company does Will Newman work for?

Will Newman works for Newman's Financial Planning, Llc

What is Will Newman's role at the current company?

Will Newman's current role is Principal Owner and Investment Manager and Wealth Manager and Financial Advisor.

What is Will Newman's direct phone number?

Will Newman's direct phone number is +148079*****

What schools did Will Newman attend?

Will Newman attended California Lutheran University, Arizona State University.

What skills is Will Newman known for?

Will Newman has skills like Investments, Series 63, Mutual Funds, Retirement Planning, Wealth Management, Financial Services, Series 7, Asset Management, Customer Service, Risk Management, Finance, Series 65.

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