Mark J Newfield, CFP®, RICP®
Wealth Management Advisor


Newfield Financial Solutions

Professional

When you work with our team, Mark will lead and manage the development of your financial planning and  financial strategy.  His team will be actively involved in that process.  They then take the lead when it comes to solution development and implementation.  You will find that his highly skilled and caring team members are truly outstanding in the execution and operation of your plan.  This allows Mark to focus on the most important factors in your financial life: your personal strategy and planning.

 

Review the "staff" page to see the experience and qualfications of our team.

Mark holds the CERTIFIED FINANCIAL PLANNER™ certification (CFP®).  He was a consumer of financial planning services and sat in your seat before becoming an advisor.  Why did he embark on this mission?  Why is he continuing to work?  He receives tremendous personal value from seeing clients achieve their goals - things they would not have achieved without the efforts of his team.  This is how he can contribute to improving and healing the world.

Mark has a broad set of experiences in the financial services, automotive, utility industry, enterprise software, and consulting industries. In his earlier work life, he held positions ranging from line mechanic to chief operating officer.  With a BS, Accounting, from Virginia Commonwealth University, he has applied his analytical orientation throughout his career, focusing on solution design, development, and implementation while working to optimize the financial implications of decisions and solutions.  He is a trustee for the VCU School of Business Foundation and is a member of the VCU Athletic Director's Advisory Board.  Mark mentors VCU School of Business students each year, as well.

Mark has been an advisor with Northwestern Mutual since 2005.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck