Broker Check
Frank Newman, CFP®, ChFC®

Frank Newman, CFP®, ChFC®

Financial Planner

(914) 372-2954

fnewman@barnumfg.com

Frank began his career with New York Life before joining Barnum Financial Group in 2021. He earned his degree in Business Economics from the State University of New York College at Cortland and has since earned his CFP® and ChFC® designations, further strengthening his ability to provide comprehensive financial guidance. Frank is licensed to sell life, accident, and health insurance and holds his Series 7 and 66 securities licenses.

As a Financial Planner, Frank serves as a trusted resource for his clients, helping them make confident, informed financial decisions for their future. Through a collaborative planning process, he assists clients in defining their goals, assessing their current financial position, and identifying strategies and opportunities to help them achieve lasting financial success.
 
In addition to his work as a Financial Planner, Frank also serves as a Transition Solutions Specialist* with Barnum Financial Group. Through the firm’s alliance with MetLife’s award-winning financial wellness programs, he helps employees navigate important and time-sensitive decisions related to changes in their group life insurance benefits. In addition, he provides comprehensive financial advice, such as when to begin taking social security and how to optimize retirement plan distributions. Frank specializes in working with families and individuals who are going through a financial transition and are seeking guidance.
 
Frank is dedicated to building long-term relationships with his clients, with their financial success as his top priority. Outside of work, he enjoys running, golfing, skiing, and collecting vinyl records. He currently resides in Westchester, New York.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY.

AR Insurance license #19544164  |  CA Insurance License # 4271730

*MetLife administers the Transition Solutions program and has arranged to have specially trained third-party financial professionals to offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.

Third party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. 6 Corporate Drive, Shelton, CT 06484; Tel 203-513-6000. MML Investors Services LLC., is not affiliated with MetLife. MMLIS is not affiliated affiliated with MetLife Consumer Services or any of its affiliates.

L0824042576[exp0826][All States][DC,PR]  CRN202708-7011421