Bradley R. Newman, a CERTIFIED FINANCIAL PLANNER™ Practitioner, is a Lead Investment Advisor whose responsibilities include being the key, day-to-day contact for investment strategy, planning advice, and account oversight to ensure his clients’ financial goals are met. His coordination of financial planning and investment advisory work focuses on investment portfolio review, detailed retirement analysis, college education funding, charitable giving strategies, and unique planning engagements for clients in various types of transition.
Brad earned a Bachelor of Arts degree from Juniata College and is a holder of the Series 65 – Registered Investment Advisor Representative. Brad is currently a member of the Investment Committee for the United Way of the Capital Region, Investment Committee & Finance Committee for the Ronald McDonald House of Central PA. He currently serves on the boards of the Ronald McDonald House of Central PA and the Ronald McDonald House Charities Investment Program and has served multiple terms on the boards of the Central Pennsylvania Estate Planning Council and the Theatre Harrisburg.