Darryl Newman CFP®
What does “helping people enjoy a full life” mean to you?
It starts with a discovery of what is meaningful to people – and then allows their vision to inform the planning process. A full life for me is being a positive, helpful influence on those around me as well as being a good steward of my family and of those I serve.
Why did you choose to be a part of the BDF team?
I was seeking a place with a purpose-driven mission to help others make informed financial decisions to lead richer lives. During the interview process, I met with seven bright, talented, and caring professionals. It was clear that they all shared the same commitment to doing the right thing for BDF’s clients.
What is the one thing you wish every person knew when making financial decisions?
There are truly valid reasons why we wrestle with making financial decisions – and the good news is that there are strategies, frameworks, and techniques to help make those decisions with more clarity and confidence.
What inspired you to choose Wealth Management as a career?
My need to understand my own personal finances evolved into a desire to help others. The more I learned about personal finance, its opportunities and challenges, the more intrigued I was to harness the power of the financial planning process to advocate for others.
What skills or characteristics make you uniquely qualified for this work?
Prior to becoming a CERTIFIED FINANCIAL PLANNER™ professional, I was a teacher and worked in advertising. These richly diverse experiences have provided me with a unique perspective when speaking with clients about both their “meaning” goals and their “money goals.” I’m also a problem-solver by nature – someone who likes to gather information, analyze it, and come up with smart solutions.
Where can we find you when you’re not working?
When I’m not working, you can find me with my wife and our three children. I may be cheering loudly at baseball or basketball games or cheering quietly at piano, violin, or guitar recitals. My wife and I also enjoy listening to music and going to the movies.
As a wealth manager for BDF LLC, Darryl believes that a more informed relationship with money can open doors to your fullest life.
He specializes in Retiring Well, where he helps clients navigate and anticipate life’s key transitions. By guiding clients to identify both “meaning” goals and “money” goals, Darryl provides clarity and confidence in where they are and where they want to be.
A former teacher, Darryl educates, encourages, and empowers clients. By developing sound financial plans, he helps reduce anxiety and ensures a better investing experience.
Darryl is a CERTIFIED FINANCIAL PLANNER™ professional and holds his Series 65 license. He earned a master’s degree in Spanish from Middlebury College as well as a BA in Government & Law and Spanish from Lafayette College. As a member of the Financial Planning Association® (FPA®), he attends conferences regularly to learn from and share best practices with other members of the wealth management community.
Ask Darryl how he can help you Retire Well by building a financial plan and investment portfolio to support your life’s goals.