Daniel C. Newman CFP®

LA based,

certified financial planner + investor.

About me

Hi! I’m Daniel Newman, a founder and advisor with roots in California and global reach in finance, technology, and family enterprise.



For the past 15+ years, I’ve partnered with entrepreneurs, families, and investors to design cross-border wealth strategies, scale ventures, and build enduring legacies. I’m currently the managing partner of London Newman, where we focus on private credit, succession planning, and bespoke solutions for founders and families.

My expertise

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Capital Planning & Access

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Investment & Yield Strategies

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Protection & Legacy Planning



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Executive Compensation

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Cross-Border & Tax Structuring

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Legacy & Succession Advisory

Wealth Structuring

-Cross-border tax planning

-Estate & trust strategies

-Executive compensation design

Liquidity Solutions

-Private credit & term loans, Liquidity forecasting

-Access to alternative capital markets

Legacy Planning

-Multi-generational wealth transfer

-Family governance & succession roadmaps

-Bespoke structures for founders, families, and creatives

Schedule a private consultation.

Each solution is custom tailored to each and every one of my clients custom needs.

Reach out to say hi or follow me

dn@ainextnow.com

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