Don founded NEWA over 30 years ago and remains its owner, operator, and branch manager. You can read his story and perspective in the interview below, “Get To Know Don In 5 Questions.”
As your CFP® professional and financial advisor, Don will:
Qualifications:Don earned his Degree in Business Management from Franklin Pierce College. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Registered Investment Advisor representative.
He holds the Series 7 General Securities Representative license, the Series 6 Investment Company and Variable Contracts Products Representative license, and the Series 24 Registered Principle license. He passed the NASAA Series 63 Uniform Securities Agent State Law Examination. He also holds Life Insurance licenses in various states.
He is a member of the Certified Financial Planner Board of Standards, the Institute of Certified Financial Planners, and the Institute of Business and Finance.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.