Jack Newman, CFP®
Jack Newman, CFP® has been working in the wealth management industry since 2010. In that time, Jack has served a wide range of clients, from young families who want to save for college and purchase their first house, to high net worth families and entrepreneurs why have amassed significant wealth. He's also assisted corporations with benefits planning, employee stock option plans, and 401(k) plans and fundraising. Jack was formerly the founder and CEO of Momentus Advisors LLC, a financial planning and asset management firm in Washington, DC. For complete broker registration history see the IAPD site.
He graduated from The George Washington University in 2010 with a degree in Business Administration and Finance and earned his CERTIFIED FINANCIAL PLANNER™ designation in 2014.
In his spare time, Jack maintains a healthy balance of eating his way around the new restaurants in the DC area and fitness activities such as rock climbing and obstacle course racing.