Kirby Newburger CFP®

Senior Vice President – Investments

Benjamin F. Edwards – Metairie, LA

Location
3510 N Causeway Blvd, Ste 520
Metairie, LA 70002

MY PROFESSIONAL APPROACH

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect. My approach to financial planning begins with the following six-step approach:

  1. Get to Know You – Meet with you and tell me your story. I will listen, ask questions, and learn what is important to you.
  2. Communicate – Engage in a detailed discussion concerning your goals and objectives.
  3. Analyze and Evaluate – Gain an understanding of where you stand financially now.
  4. Build – Begin building your plan by searching for the best investment strategies for your future.
  5. Implement – After you review the plan and are comfortable with the recommendations, we’ll get started with your plan.
  6. Monitor – As we implement your strategy, we will continue to work together to monitor your progress, making adjustments as your needs and goals change, and/or as opportunities in the markets present themselves.

Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs. I welcome the opportunity to meet with you to learn about your specific situation and explore whether I can be a benefit to you.

MY BACKGROUND

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor. A veteran of the financial services industry since 1984, I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

My wife, Susie, and I have four children—Ken, Fritz, Patrick, and Theresa—and love spending time running between soccer practice, lacrosse games, and track meets. I also enjoy cooking and gardening.

AREAS OF CONCENTRATION

  • Advisory Portfolios
  • Asset Allocation
  • Education Planning Strategies
  • Financial Planning Strategies
  • Investment Strategies
  • Retirement Planning
  • Wealth Management

EDUCATION AND CREDENTIALS

  • Tulane University, Bachelor of Arts degree in Economics
  • CERTIFIED FINANCIAL PLANNER™ professional (CFP®), 2009
Email Kirby
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Phone 504-208-4779

Toll Free Phone 877-208-4799

Phone (Direct) 504-208-4779

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Benjamin F. Edwards – Metairie, LA

Location
3510 N Causeway Blvd, Ste 520
Metairie, LA 70002

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