Lynn A. Newman, CFP®
CERTIFIED FINANCIAL PLANNER™
California Insurance License #0653359
As an advisor and CERTIFIED FINANCIAL PLANNER™, Lynn is passionate about helping clients create custom financial plans that help them grow and protect their wealth. Working with entrepreneurs, busy executives, business owners, and families, she helps them understand their wealth and identify effective strategies to reach their goals. To Lynn, one of the most fulfilling parts of her job is guiding others through life’s major milestones, whether that’s welcoming a new baby to the family or planning for retirement. Her mission is to simplify wealth management and help others grow and protect the lives they’ve built.
Lynn has been in the financial services industry since 1983 and a CFP® for more than 25 years. She started her career at a retirement planning firm called Coordinated Planning Associates and was quickly promoted to management. While she excelled in her role, she missed working directly with clients and saw an unmet need in their complex financial worlds. She became frustrated with the (seemingly unnecessary) complicated world of investing and wealth management, and so, as one who loves to solve problems, she returned to school to become a CERTIFIED FINANCIAL PLANNER™. To earn her designation, she studied and passed exams about Financial Planning, Investment Planning, Tax Planning, Retirement Savings and Income Planning, Risk Management and Insurance Planning, and Estate Planning.
Lynn decided to establish her own practice so she could more comprehensively meet the needs of her growing clients. After interviewing with several large financial services companies, she chose New York Life, one of the top-rated firms in the industry. Through their registered investment advisory firm, Eagle Strategies LLC, Lynn offers comprehensive, fee-based financial planning and investment management that meet the sophisticated needs of wealthy families and business owners.
Lynn earned a bachelor’s degree in psychology from the University of Massachusetts and graduated with honors. While in school, she wrote a thesis about problem solving that resulted in two co-authored publications in The Journal of Genetic Psychology and Perceptual and Motor Skills.
Since 2015, Lynn has consistently qualified for The Million Dollar Round Table*. She is a graduate of Mike Piotrowiez’s “Coaching Series” and a past president of the Agents’ Advisory Board in the Los Angeles General Office.
Lynn currently lives in Los Angeles with her husband Arthur and has two adult daughters, Elise and Rachel.
CERTIFIED FINANCIAL PLANNER™ (CFP®)
The CERTIFIED FINANCIAL PLANNER™ (CFP®) certification process, administered by CFP Board, identifies to the public that those individuals who have been authorized to use the CFP® certification marks in the U.S. have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients.
