Duncan Newman Associates

CONNECT

Address:

30300 Agoura Road, Suite B-280
Agoura Hills, CA 91301

Phone:

818-964-0105

Fax/Other:

818-964-0103

A True Team

Communicating with clients is a core focus

We are a close-knit team with a steadfast approach to client service. Although clients have a primary relationship with either Bob or Brad, both of us are available to take your calls and answer your questions.

We are both equally committed to helping you simplify your financial decision making by helping you stay informed about the multitude of investment choices available today. We make a particular effort to reach out to clients during economically challenging times or unsettled markets, because we know that is when you are most likely to have questions and concerns.

 

  • Robert C. Duncan, CFP®

    Managing Principal

  • Bradley Newman

    Managing Director, Branch Manager

  • Zachary Breverman

    Executive Vice President

  • Fariba Hekmat

    Senior Registered Account Administrator

  • Laura Tully-Cox

    Senior Registered Account Administrator

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals