About Jeffrey P. Newitt
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.
Life Happens. Being prepared makes all the difference.
You have options when it comes to your financial future - no matter your life situation.
Living in Retirement
Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.
Protecting Your Family and Greatest Assets
Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.
Saving for Retirement
Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.
Meet Our Professional Team
Property & Casualty: CAVariable Annuities: CA, TXSecurities License: AZ, CA, LAVariable 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- 201-6690. CFP® is an educational certification only. 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.