David Newby

WORK HISTORY

ABOUT DAVID NEWBY

David has devoted nearly 20 years of his professional career to the financial services industry and finds the greatest fulfillment in helping clients gain clarity around their goals and build a financial plan that aligns with the life they want to live. He firmly believes that good planning is not about chasing perfection, but about helping people understand their options and move forward with confidence.David believes that when people clearly understand their financial situation and the trade-offs in front of them, they make better decisions and experience far less stress along the way. He has consistently seen that confidence and peace of mind are created through disciplined decision-making and clear communication rather than unnecessary complexity.Working with high net worth individuals including business owners and professionals across a wide range of industries, David helps clients navigate retirement timing, tax planning, education funding, and legacy goals. His focus is on building clear, sustainable retirement income strategies and helping families transfer wealth thoughtfully and efficiently to future generations and charitable causes. David holds advanced professional designations including CERTIFIED FINANCIAL PLANNER®, Retirement Income Certified Professional®, and Certified Divorce Financial Analyst®, reflecting his commitment to continued education and a disciplined, principles-driven planning process.David lives in Phoenix, Arizona with his wife Anastasia, their three children, and their goldendoodle Bailey.*Summit Wealth Group, LLC is a registered investment adviser. The content provided on this site is general in nature and for informational purposes only. It should not be interpreted as a solicitation or offer to buy or sell any security, nor as personalized investment, tax, or legal advice. Any opinions expressed are subject to change without notice. While information from third-party sources is believed to be reliable, its accuracy cannot be guaranteed. For additional information about Summit Wealth Group, LLC, please visit https://adviserinfo.sec.gov and search for our firm by name.*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® AND CFP® (with plague design) in the United States to Certified Financial Planner Board of Standards, Inc. which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.