Robert B. Newman, ChFC®, is the Managing Partner of NPC Financial and leads the firm in its commitment to provide sound advice and design wealth strategies. He does so in a comprehensive area of financial services including insurance, retirement, business succession, estate analysis, wealth management and executive/employee group benefits. As a member of NPC’s Executive Team, he advises the firm’s associates and focuses with them on their professional growth and practice development. He’s also involved in the firm’s long-term planning and corporate vision. He has been with the firm for more than 20 years and is a third-generation registered representative (his grandfather and father introduced him to the profession).
Robert earned a Bachelor of Arts degree at Washington University in St. Louis, and a Master’s degree in Business Administration at the University of Miami. He serves on the Alumni Board & Planned Giving Council of Ransom Everglades School, is a NAIFA member, Million Dollar Roundtable Award Winner and the Immediate Past Chairman of the Finance and Accounting Network of Greater Miami Jewish Federation. Robert and his wife, Lisa, have 2 daughters, Stella and Olivia and are residents of Miami Beach.
California Insurance License - 0F72804. Registered Representative and Financial Advisor of Park Avenue Securities LLC. Financial Representative of Guardian.
(Million Dollar Round Table is endorsed by but not affiliated with Guardian or its subsidiaries. Applicants must annually qualify for membership based on productivity and pay an annual fee. National Association of Insurance and Financial Advisors is endorsed by but not affiliated with Guardian or its subsidiaries. Members must pay an annual fee. This association is unaffiliated with my advisory business.)