Jeffrey P. Newitt

Manager, Financial Services,

My Focus Areas are Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

I speak frequently at local financial education events, ask when the next one is scheduled! Enjoy a meal and hear some helpful advice regarding financial strategy and planning.

"The price of greatness is responsibility."

About Jeffrey P. Newitt

When it comes to addressing your challenges and goals, working with a financial professional is a critical decision. The foundation of my philosophy is based on helping you realize your financial goals and helping you protect those who depend on you. I'll strive to maintain a strong relationship with you through different life stages. Together we'll review your needs and goals and make adjustments as necessary. And I will provide you with insurance rates and other information on your various options, so we can determine together the most successful solutions to your financial challenges.

Background: UC Santa Barbara - B.A., Business Economics with an Accounting Emphasis | CFP® - CERTIFIED FINANCIAL PLANNER™ | ChFC® - Chartered Financial Consultant | CLU® - Chartered Life Underwriter

I'm Most Proud Of: Hearing from clients about how our team helped improve their life and their loved ones. There's nothing better than the gift of receiving their introductions to others in need of advice.

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The Prudential Difference

  • Property & Casualty: CA
    Variable Annuities: CA, TX
    Securities License: AZ, CA, LA
    Variable Life Insurance: (CA License #0F28763)( TX License #1944306)
    Fixed Annuities: AZ(CA License #0F28763)( TX License #1944306)
    Life Insurance: AZ(CA License #0F28763)( TX License #1944306)

Jeff Newitt offers investment advisory services through Prudential Financial Planning Services (PFPS), a division of Pruco Securities, LLC (Pruco), pursuant to separate client agreement. Jeff Newitt offers insurance and securities products and services as a registered principal of Pruco and an agent of issuing insurance companies. 1-800-778-2255. Jeff Newitt is not acting as a financial planner and does not offer financial planning services.

Check the background of this investment professional on FINRA’s BrokerCheck.