Richard Newman

CAP® i

Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

Professional Profile

Office Location 2101 NW Corporate Blvd, Suite 211

Boca Raton, FL 33431

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My Expertise Philanthropic & Estate Planning Designations Held

CAP® i

Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

Minimum Assets $250,000 - $499,999 Minimum Income less than $50K Languages Spoken (self-reported) English

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