Bradley R. Newman, a CERTIFIED FINANCIAL PLANNER™ Practitioner, is a Senior Investment Advisor and Financial Planning Coordinator who has been with the firm since November 2003. His twenty plus years of investment advisory and financial planning experience provide a perspective that favorably serves Roof Advisory Group clientele. He is a member of the firm’s Investment Committee.
Brad’s client service responsibilities include being the key, day-to-day contact for advice and communications to assigned clientele including, but not limited to; investment objectives/policy, cash flow/liquidity needs, account integrity, report generation, and financial planning objectives.
His coordination of financial planning and investment advisory work focuses on investment portfolio review, detailed retirement analysis, college education funding 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. He 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 and has served multiple terms on the boards of the Central Pennsylvania Estate Planning Council and the Theatre Harrisburg.