Professional
William’s mission for nearly 25 years has been to help his clients achieve their goals and objectives by building long-term relationships based on mutual respect and trust. William continues to educate himself in the latest financial techniques available in order to offer his clients the highest level of service possible.
William Newman received a bachelor of science degree in physical science from the State University of New York (Albany).
He has distinguished himself by earning the professional designations of Chartered Life Underwriter (CLU), Certified Financial Planner (CFP®), Chartered Mutual Fund Counselor (CMFC®) and Chartered Financial Consultant (ChFC). 
William is a member of the National Association of Insurance and Financial Advisors (NAIFA), a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.
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