Daniel Newman, MBA, CLU®, CFP®, ChFC®
Partner, CCO & Head of Financial Planning
Daniel is the Chief Compliance Officer (CCO) and Head of Financial Planning for Noble Wealth Management. Daniel joined the team in 2013 and became an Associate Partner of Noble Wealth Management in 2018. In addition to his time with our team, he bring over 15 years of prior experience in financial planning, investment management and qualified retirement plans. He graduated from the University of Colorado at Colorado Springs with a B.S. in Applied Mathematics, earned a Master’s in Business Administration (MBA) from the University of Phoenix and holds the CLU® (Chartered Life Underwriter), ChFC® (Chartered Financial Consultant) and CERTIFIED FINANCIAL PLANNERTM professional (CFP®) designations. He lives in Castle Rock, CO with his wife and best friend Katy and their three kids Zach, Brianna and Rylan. They enjoy doing karate as a family, travel and spending lots of time at the pool during the summer.
Call Daniel For Help With:
- Financial Planning Concepts and Your Plan
- Changes to Your Financial Picture
- Distribution Strategies and Allocation Changes
- Withdrawals – ACH/Wires
- Social Security Planning
- Online Access