Not everyone knows what they want to do when they enter the workforce, but I sure did. Because I always had an affinity for numbers and math, I started investing for fun while in high school. That led to me studying business & finance in college, earning a Bachelors degree from Arizona State University. By the time I graduated, I knew I wanted to work in the financial industry. However, a strong love of golf pulled me in a different direction, and I was a professional golfer for a few years before landing at The Vanguard Group.
While working, I earned my MBA in Financial Planning from California Lutheran University, along with all of the licenses required for the profession. Of course, I also continue to play golf as an amateur, which I still enjoy as a member of Superstition Mountain Country Club in Gold Canyon.
My time at Vanguard was invaluable. I gained a solid foundation of knowledge and in relationship-building. I worked my way up over the course of the next decade, eventually managing a $2.5 billion book of business for 600 high-net-worth families. I also built portfolios for the advisors who needed guidance on behalf of their clients. All of this happened during the Great Recession and other financial ups and downs. It was an invaluable training ground.
After leaving Vanguard, I moved briefly—very briefly—to another large investment firm. But after seeing their approach, which included hiding the true fees from clients and selling products and services regardless whether they were in the best interests of clients, I knew it was not the right fit. Their values did not align with my own values. I launched Newman’s Financial Planning with the goal of being fair and transparent in all of my interactions.
My passion with my business is truly to help my clients achieve financial success and exceed their goals. I am gratified when I am able to educate clients about the value I can provide in helping them to obtain their goals. It’s not uncommon for me to chat for hours with my clients about the market and different portfolio strategies. As an independent financial planner, I help my clients save thousands of dollars in unnecessary fees from working with the big firms—and I provide them with a personalized and individualized experience.
Outside of the office, I am married to my high school sweetheart and the proud father of our two sons, Luke and Jake.