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Our financial advice team


Michael J Newman, Financial Advisor serving the Marlton, NJ area - Ameriprise Advisors

Michael J Newman

CPA, CFP®

Financial Advisor

Laurel Oak Wealth Management Group
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Small Business
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Saving for Education

Qualifications

  • CPA Certified Public Accountant
  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • BS, Finance & Accounting, University of Delaware, Newark, Delaware

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Each year, I enjoy supporting different foundations and non-profits such as the Food Bank of South Jersey and Friends of the Black Run Preserve.

Interests

Sports: I enjoy participating in and watching sporting events such as basketball, football, baseball, and golf.

Travel: My passion involves travelling and learning about different cultures throughout the world. I've been to countries such as Spain, Switzerland, the Netherlands, United Arab Emirates, Mexico, and the Caribbean Islands.

Family: They are the key to my foundation, and any opportunity to be with them is always time well spent! I often spend time with my brother and two sisters in Philadelphia and New York City.