Aaron Newland
Newport Beach 520 Newport Center Drive, Suite 700 Newport Beach, CA 92660
Phone number:
949-660-0080
Toll-free:
888-773-8099
Fax number:
949-720-0042
Aaron M. Newland
, CFP®
Managing Director
Aaron M. Newland is a business development officer in CIBC Private Wealth's Newport Beach office, with more than 25 years of experience in investment management and estate planning.
His background includes working as a vice president for First American Trust, FSB, and in the inception and management of an independent registered investment advisory business located in Long Beach, California. In these roles, he worked with individuals and owners of closely-held business entities in the areas of retirement, business succession and wealth management.
Previously, he served as a vice president with Fidelity Investments Personal Trust Services, where he worked with high net worth families to design and implement investment and estate planning strategies to meet their needs.
Aaron received a Bachelor of Science in finance from Bentley University in Waltham, Massachusetts, and holds the CERTIFIED FINANCIAL PLANNER™ certification. He was formerly on the board of directors of the Financial Planning Association of Orange County, California.
Aaron has also been involved with the Long Beach Memorial Medical Foundation and is a member of the Long Beach Estate Planning Council.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
Latest financial insights & resources
CIBC Private Wealth experts provide ongoing analysis and insights on what investors should consider
for their portfolios and wealth plans during these uncertain times.