Planning is where it all begins. Whether you realize it or not, life and finances are intertwined and dealing with money requires a plan. Let Richard W. Newman help you reach your life’s goals.
Richard W. Newman is an independent, licensed financial adviser who also holds a Ph.D. combining business and psychology. He has been helping individuals, families and businesses for over twenty years. Dr. Newman is one of only a handful of financial advisers in the country with both financial licenses and an extensive psychology education. “I want to create life-long successes from life-changing events,” states Richard.
Dr. Newman is the creator of FINANCIALife Planning. He is a full-service and licensed financial adviser, experienced executive, consultant and coach specializing in managing change and reaching goals. His experience will help you achieve your financial goals providing you guidance and understanding when dealing with life changes. “During times of change, not recognizing and adapting the financial management process to the life and emotional issues being faced can cause more harm than good. Most financial advisers don’t have the extensive training or experience to effectively help people navigate through significant changes in their lives. This is especially true when dealing with the life and financial issues associated with divorce, loss of a loved one, retirement, inheritance, career issues, and health issues,” states Dr. Newman, “We address financial planning and management with a philosophy that life and finances are intimately intertwined. My experience, educational background and approach allows me to do what few advisors can—take into account the individual’s situation and emotional state and actually support the individual’s ability to plan for, react to, recover from and rebuild around life’s major and minor changes.”
Services such as financial planning and management, investment and risk management, retirement planning, estate planning, life insurance, budgeting and income planning and transition management are offered. Currently, you can receive a free review and consultation resulting in a personalized action plan (a $500 value). Offices of Dr. Richard W. Newman, Ph.D. are located in Santa Clarita and Manhattan Beach. “As a resident of Santa Clarita, I chose to live and work here because of the community that exists here, the healthy environment for my family, and he opportunity to serve the residents of this great area.”
For more information about Dr. Newman or his services, visit www.Financial-Change.com or call 661-310-0322 .