At NPC Financial, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
President & General Agent
Jeffrey E. Newman is co-founder and President of National Planning Corporation and General Agent for The South Florida Agency of The Guardian Life Insurance Company of America, having joined the Company in 1972.
Principal & Associate General Agent
Robert B. Newman, ChFC®, is the Principal of National Planning Corporation and leads the firm in its commitment to provide sound advice and design wealth strategies..
Managing Director - Hollywood
Jeffrey Stern is the Managing Director of National Planning Corporation’s (NPC) Hollywood office and leads the firm in its commitment to provide sound advice and design wealth strategies. He does so in a comprehensive spectrum of...
Tom Leinwol is the Investment Specialist and a registered principal at NPC Financial. He is a 26 year veteran in the financial industry. Prior to joining NPC Financial Tom worked as a Regional Vice President for the Dreyfus Corporation...
William “Memo” Margolis is a Vice-President with NPC Financial. He joined the firm in 2007 and is a 33-year veteran of the financial industry. Memo brings a specialty of financial engineering to his clientele. He uses...