Kevin Newbert, CFP®

Financial Advisor

Kevin Newbert is a Financial Advisor at Ausperity Private Wealth, where he brings deep experience in financial planning and investment advisory to business owners and high-income millennials.

Kevin began his career in wealth management at a boutique firm in Plymouth Meeting, PA, where the firm specialized in sophisticated estate planning, tax strategies, and asset management for ultra-high-net-worth business owners. He most recently co-led the Sports & Entertainment division at a multi-billion-dollar wealth management firm in Philadelphia, advising entrepreneurs, pro-athletes, celebrities, C-suite professionals, and private equity partners on integrated wealth strategies.

Kevin also co-founded and sold a real estate company that specialized in managing vacation rentals. His hands-on experience with pro forma modeling, cash flow analysis, and deal evaluation informs his guidance on direct and private real estate investing.

He holds a Bachelor of Business Administration in Financial Planning from Temple University and is a CERTIFIED FINANCIAL PLANNER™ professional.

Kevin serves on the Philly Youth Basketball NextGen Committee and is involved with BLOCS (Business Leadership Organized by Catholic School).