About Us

Lynn A. Newman, CFP® is an agent licensed to sell insurance through New York Life and may be licensed with various other independent unaffiliated insurance companies in the state of CA Insurance License #0653359. No insurance business may be conducted outside these state referenced.

Lynn A. Newman, CFP® is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, 6300 Wilshire Blvd., Suite 1900, Los Angeles, CA 90048 (323)782-3000. In this regard, this communication is strictly intended for individuals residing in the states of MA and CA. No offers may be made or accepted from any resident outside the specific states referenced.

Lynn A. Newman, CFP® also separately registered as an investment adviser representative with Eagle Strategies LLC, a Registered Investment Adviser, offering investment advisory services in the states of MA and CA. As such, these services are strictly intended for individuals residing in the specific states referenced.

NYLIFE Securities LLC and Eagle Strategies LLC are New York Life companies.