Team
At National Planning Corporation, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
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.
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..
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...
John Ruffa is the Vice President of National Planning Corporation's West Palm Beach office having joined the company in 1996 after 5 years in risk analysis with Northwestern Mutual Life. Throughout his career John has guided his...
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 National Planning Corp. 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...