Ryan Newman, CFP®, ChFC®

• Provided a comprehensive financial planning process using Monte Carlo and cash-flow analyses.
• Attained nearly $100M assets under management
• Reviewed existing client portfolios, identifying opportunities for diversification and risk mitigation.
• 2024 President Share recipient

· Recommended specific investments to help clients meet financial goals.

· Developed, monitored, and updated financial plans and investment recommendations for clients to achieve short and long-term financial goals.

· Analyzed financial needs of clients and developed tailored strategies to meet goals.

· Developed financial plans and provided investment recommendations to help clients achieve short-term and long-term financial goals.

· Conducted investment reviews of client portfolios and financial plans.

· Assisted Vice President Financial Consultants with book management.

· Communicated regularly with clients to understand needs, evaluate current strategies, and set appointments for guidance with Financial Consultants.

· Built and maintained relationships with new and existing clients while providing high level of expertise.

· Received customer service requests and followed up with clients to obtain missing information before submission.

· Educated clients on planning and guidance services available through Fidelity Investments and set client appointments with Investment & Financial Consultants.

· Promoted financial products by maintaining excellent service offering knowledge.

· Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.