Darryl  Newman,  CFP<sup>&reg;</sup> - Financial Advisor

Darryl Newman, CFP®

Wealth Manager

Balasa Dinverno Foltz LLC, 500 Park Boulevard, Suite 1400
Itasca, IL 60143-1272

Working Remotely
Wilmette, IL 60091
FINANCIAL ADVISOR'S WEBSITE
(630) 875-4945 CONNECT WITH Darryl
  • linkedin link

General

Darryl Newman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Itasca, IL and the surrounding communities.

Financial Advisor Experience

For more than 20 years, I’ve been advocating for clients in education and business. As a wealth manager, I delight in helping clients develop a more informed relationship with their money so that they can lead a full life. I came to wealth management from a personal journey where I learned first-hand that there are strategies and techniques to having more wealth, health, and happiness. The more I learned about personal finance, the more appreciation and empathy I gained for how people wrestle with financial decisions. I am now a client advocate helping people identify and achieve their goals by educating, encouraging, and empowering them. With the head of an account director and the heart of a teacher, I bring solutions that draw upon my rich diversity of prior experiences. By actively listening and crafting customized plans, I help clients gain confidence in knowing where they are and where they want to be. I work at BDF where I’m able to leverage BDF’s more than 30 years of experience serving clients through a unified, yet personalized approach to comprehensive wealth management. BDF is a fiduciary - independent, objective, and fee-only. Specialties: Financial Planning, Investment Portfolio Management, "Full Life" Retirement Planning, Insurance Planning, Estate Planning

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Insurance, Life Planning, Retirement

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