Certified financial consultants in Newport Beach, California
35 results found
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Merrill Lynch Financial Advisor Brandon J Baldwin
● ClosedMerrill Lynch Financial Advisor Brandon J Baldwin is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Brandon Baldwin joined Merrill Lynch Wealth Management in 2011 and is dedicated to helping clients achieve their financial goals. He holds an M.B.A. with a concentration in Finance from the University of La Verne and has earned the CERTIFIED FINANCIAL PLANNER™, CFP® certification as well as the Chartered Retirement Planning CounselorSM designation. Brandon and his team believe in providing bespoke service tailored to each client's unique needs and objectives. They follow the Merrill Lynch Wealth Management Process to help clients establish clear objectives, define strategies, implement recommendations, and review progress. Brandon and his team focus on holistic financial planning and aim to become a trusted resource for each client. They prioritize understanding clients' goals and priorities, and work to develop personalized plans to help them achieve financial security. Brandon and his team are committed to building long-term relationships with clients and helping them navigate changes in their lives and in the financial markets. They provide personalized investment strategies and access to comprehensive financial solutions through Merrill Lynch and Bank of America. Brandon Baldwin is registered to do business in multiple states and holds the necessary certifications to provide expert financial advice. Contact Merrill Lynch Financial Advisor Brandon J Baldwin for a personalized approach to achieving your financial goals.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Edward Jones - Financial Advisor: Lucy E Walther, CFP®
● ClosedAt Edward Jones - Financial Advisor: Lucy E Walther, CFP®, located at 4100 Newport Place in Newport Beach, California, United States, you will find expert financial guidance and personalized advice from a Certified Financial Planner. Whether you are planning for retirement, saving for college, or investing for the future, Lucy E Walther and her team are dedicated to helping you achieve your financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted institution for all your financial needs.
4100 Newport Pl # 190, Newport Beach, CA 92660, United States -
Tina M Hum Financial
● OpenTina M Hum Financial is a finance institution located at 895 Dove Street, Newport Beach, California, United States. Tina Hum, a Certified Financial Planner™ Professional with over 30 years of experience, is the owner of TMH Financial Inc. Tina specializes in creating personalized retirement strategies for professionals and small business owners to help them achieve their financial goals. Tina received her B.A. in Economics with honors from the University of California at Irvine and became a Certified Financial Planner™ Professional in 1994. She holds various registrations and licenses through LPL Financial, a leading independent brokerage firm. Tina has received multiple awards and has been recognized as a Five Star Wealth Manager for several years.
895 Dove St #300, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Qing Zhou
● ClosedMerrill Lynch Financial Advisor Qing Zhou is located at 520 Newport Center Drive, Newport Beach, California, United States. Jessica Zhou, a Senior Financial Advisor with Merrill Lynch Wealth Management, holds the Chartered Retirement Planning Counselor (CRPC) and Certified Plan Fiduciary Advisor (CPFA) designations. She provides premier wealth management and investment services to affluent and high-net-worth clients. Jessica is a specially qualified Senior Portfolio Advisor who can build and manage custom investment strategies for clients, drawing from a wide range of model portfolios. She offers services in investment management, retirement planning, trust and estate planning, credit and lending services, insurance planning, and education planning. Jessica has extensive experience in the financial industry and is fluent in Mandarin. She is committed to helping clients reach their financial goals and offers personalized recommendations. The institution believes in focusing on clients' priorities, goals, and life changes to create a customized financial approach. They offer the Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service. They believe in helping clients achieve financial success by understanding their goals and aspirations. With access to investment insights and banking solutions, they work with clients to develop approaches tailored to their financial needs. The institution emphasizes the importance of regular check-ins to review progress and make any necessary adjustments to the financial approach. Overall, Merrill Lynch Financial Advisor Qing Zhou aims to help clients pursue their financial goals and manage investment risk effectively.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor William Moore
● Closedwith the global resources of Bank of America, we tailor a financial plan that helps you pursue your unique goals and priorities. Our team at Merrill Lynch Financial Advisor William Moore, located at 520 Newport Center Drive in Newport Beach, California, is committed to providing a personalized and comprehensive wealth management experience for our clients. With a focus on simplifying and unifying financial affairs, enhancing confidence in financial outlook, and advancing priorities with care and resolve, we help clients navigate the demands and opportunities that come with significant wealth. Our tight-knit team of professionals, including Certified Financial Planners, work diligently to add value, ease, and convenience to our clients' lives. By beginning each relationship with a conversation, we are able to listen and learn about our clients' interests, needs, and goals, allowing us to develop a customized financial approach that aligns with their individual aspirations.
520 Newport Center Dr Suite #1900, Newport Beach, CA 92660, United States -
Edward Jones - Financial Advisor: Zachary T Alario, CFP®
● ClosedEdward Jones - Financial Advisor: Zachary T Alario, CFP® is a renowned financial institution located at 250 Newport Center Drive in Newport Beach, California, United States. Specializing in comprehensive financial planning and investment management, Zachary T Alario, a Certified Financial Planner, provides personalized services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial solutions tailored to individual needs. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Zachary T Alario, CFP® is dedicated to helping you secure your financial future.
250 Newport Center Dr #206, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Michael J Williams
● ClosedMerrill Lynch Financial Advisor Michael J Williams, located at 520 Newport Center Drive in Newport Beach, California, offers personalized wealth management strategies tailored to your goals and priorities. With access to investment insights from Merrill and banking solutions from Bank of America, Michael can help you navigate changing market conditions and achieve your financial objectives. Through the Merrill Personal Wealth Analysis™, a personalized plan can be built to help you pursue your aspirations, whether it's saving for retirement, funding education, or passing wealth to future generations. By understanding your investment personality and goals, Michael can develop a financial approach that aligns with your values and helps you manage, grow, and preserve your wealth. With a focus on ongoing communication and adjustments to your financial approach as needed, Michael is committed to helping you stay on track to achieve what matters most to you. As a Certified Financial Planner, Michael is registered to do business in multiple states and offers comprehensive financial solutions to help you live your best financial life. Contact Merrill Lynch Financial Advisor Michael J Williams to start planning for your future today.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Priscilla Do
● ClosedMerrill Lynch Financial Advisor Priscilla Do is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Specializing in personalized wealth management strategies, Priscilla Do can help create a flexible strategy tailored to your financial goals and needs. With access to the investment insights of Merrill and the banking solutions of Bank of America, Priscilla Do and her team are dedicated to building strong client relationships based on trust and personalized service. By conducting a Merrill Personal Wealth Analysis™, they can develop a personalized plan centered on your goals and aspirations. Priscilla Do believes in understanding her clients on a personal level to design and implement a plan that helps manage investment risk while pursuing financial goals. Through ongoing conversations and adjustments to your financial approach, Priscilla Do aims to help you stay on track to achieve what matters most to you. As a Certified Financial Planner, Priscilla Do is registered to do business in multiple states and offers personalized investment strategies to help you reach your financial goals.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Kerry D Givant
● ClosedMerrill Lynch Financial Advisor Kerry D Givant, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution supported by the global resources of Merrill. Comprised of talented and experienced individuals, the team is dedicated to building strong client relationships based on trust and personalized service. With a focus on family, goals, and priorities, the financial advisor works closely with clients to create custom investment strategies tailored to their individual needs. The institution offers sophisticated financial strategies, personalized plans, and comprehensive financial solutions to help clients achieve their goals. Certified by the CFP Board, the team at Merrill Lynch is committed to providing expert guidance and support to help clients navigate the complexities of their financial lives. Whether planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Kerry D Givant is dedicated to helping clients reach their financial goals at every stage of life.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Edward Jones - Financial Advisor: Tim Yost, CEPA®
● ClosedEdward Jones - Financial Advisor: Tim Yost, CEPA® is a reputable finance institution located at 4100 Newport Place in Newport Beach, California, United States. Tim Yost, a Certified Exit Planning Advisor, offers personalized financial advice and planning services to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance on investments, retirement planning, estate planning, and more. Visit Tim Yost at Edward Jones to secure your financial future today.
4100 Newport Pl # 190, Newport Beach, CA 92660, United States -
Essential Trust Financial Insurance Solutions
● ClosedEssential Trust Financial Insurance Solutions, located at 4590 Macarthur Boulevard in Newport Beach, California, is a holistic financial planning firm dedicated to providing personalized financial solutions for individuals, industries, and professions. With a focus on building trust through clear communication and education, our experienced team of Certified Financial Fiduciaries and Experienced Financial Planners work with clients to develop strategies that grow assets, protect them for the long term, and pass them down to loved ones. From retirement planning and investment strategies to estate planning and college funding, we offer a wide range of services to help clients achieve their financial goals. With a commitment to simplifying the process and providing peace of mind, Essential Trust Financial Insurance Solutions is your trusted partner in visualizing and planning your financial future. Contact us today to schedule your first session and start building a roadmap to financial success.
4590 MacArthur Blvd 5th Floor, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Warren B Kaplan
● ClosedMerrill Lynch Financial Advisor Warren B Kaplan is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Committed to building strong relationships with clients, the team is knowledgeable, experienced, and passionate about helping individuals and families make important financial decisions. With access to global resources, the team provides personalized service and trust-based client relationships. The institution offers wealth management services, focusing on individual goals and priorities to create customized financial strategies. The team helps clients address financial goals at every stage of life, offering investment insights, credit and lending capabilities, and strategies for transferring wealth to the younger generation. By understanding clients' investment preferences and life priorities, the team creates comprehensive wealth management plans tailored to each individual. The institution also offers Merrill Personal Wealth Analysis™ to build personalized plans centered on clients' goals. Certified by the CFP Board and The American College of Financial Services, the team provides personalized investment strategies and comprehensive financial solutions. Clients can expect dedicated one-on-one relationships with Merrill Lynch Wealth Management Advisors, who are committed to helping clients achieve their financial goals.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Mark T. Taylor
● ClosedMerrill Lynch Financial Advisor Mark T. Taylor is located at 520 Newport Center Drive in Newport Beach, California, United States. As a Wealth Management Advisor, Mark and his team offer a wide array of investment services using the combined resources of Merrill and the banking convenience of Bank of America. With over 20 years of experience, Mark specializes in providing financial and wealth management advice to high net worth individuals and their families. He holds the CERTIFIED FINANCIAL PLANNER™ certification and is dedicated to building strong, long-lasting relationships with every client. By leveraging the global network of specialists, Mark can help clients explore financial possibilities in today's changing markets. The institution offers personalized financial planning centered on individual goals and priorities, with access to the investment insights of Merrill and banking solutions from Bank of America. Whether you are planning for retirement, saving for a home, or funding a child's education, Mark and his team are committed to helping you achieve your financial goals.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Justin B. Lacey
● ClosedMerrill Lynch Financial Advisor Justin B. Lacey, located at 520 Newport Center Drive in Newport Beach, California, offers insights, observations, and ideas to help clients achieve their financial goals. With a background in accounting and extensive experience in finance, Justin provides personalized wealth management services to executives, business owners, professionals, and their families. Using a planning-based approach, Justin works with clients to identify their financial goals, assess their current financial situation, and develop strategies to manage risk and prepare for the future. He is committed to serving his clients' best interests and provides unbiased recommendations tailored to their individual needs.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Kim J. Eckenweiler, CPA Certified Public Accountant
● ClosedKim J. Eckenweiler, CPA Certified Public Accountant is a renowned accounting and finance institution located at 3416 Via Lido in Newport Beach, California, United States. With years of experience and expertise in the field, they offer top-notch financial services to individuals and businesses alike. From tax preparation to financial planning, Kim J. Eckenweiler, CPA Certified Public Accountant is dedicated to providing excellent and reliable accounting services to help clients achieve their financial goals.
3416 Via Lido suite b, Newport Beach, CA 92663, United States -
Accountant Partners Small Business Accountant - Long Beach Location
● OpenWelcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Park Avenue, Long Beach, California 90803, United States -
Ronald A Jurgensen Inc
● OpenAt Ronald A Jurgensen Inc, located in Newport Beach, California, our team of dedicated dentists and health professionals are committed to providing top-quality dental care to patients of all ages. With a focus on preventative care and patient education, we strive to help our patients achieve and maintain optimal oral health. From routine cleanings and fillings to advanced cosmetic procedures, our experienced team is here to meet all of your dental needs. Visit us at 355 Placentia Avenue for personalized care in a comfortable and welcoming environment.
355 Placentia Ave #207b, Newport Beach, CA 92663, United States -
Holstrom, Block & Parke, APLC
● ClosedHolstrom, Block & Parke, APLC is a prestigious law firm located at 1897 California Avenue in Corona, California. Specializing in family, probate, and appellate law, our team of dedicated lawyers is committed to providing tailored solutions to meet your unique legal needs. With a combined 300 years of legal experience and some of the highest credentials in the industry, our attorneys have helped countless individuals and families throughout Southern California. Whether you are going through a divorce, planning for the future, or dealing with a complex legal matter, our diverse team of attorneys is here to provide you with personalized and results-driven representation. From Certified Family Law Specialists to estate planning experts, we have the knowledge and experience to protect your interests and achieve the best possible outcome for your case.
1897 California Ave Ste 102, Corona, CA 92881, United States -
Holstrom, Block & Parke, APLC
● ClosedHolstrom, Block & Parke, APLC is a client-focused institution specializing in probate, family law, and appeals. Located at 4940 Campus Drive in Newport Beach, California, our firm offers personalized legal services tailored to the unique needs of each client. Our team includes Board Certified Family Law Specialists, estate & probate attorneys with financial backgrounds, and experienced appellate lawyers. From the moment you reach out to us, you can trust that your case is in the hands of highly-qualified professionals. Legal issues can be complex and overwhelming, but our attorneys in Newport Beach are here to guide you through every step of the process. We provide the information and support you need to make informed decisions that will impact your future. With additional locations in Corona, Temecula Valley, Riverside, San Diego, Vista, and Los Angeles, we are committed to serving clients throughout California.
4940 Campus Dr # A, Newport Beach, CA 92660, United States -
Signature Estate & Investment Advisors, LLC
● ClosedSignature Estate & Investment Advisors, LLC is a finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. Founded by Mark E. Copeland, CFP®, AIF®, SEIA specializes in Investment Planning and Wealth Management for affluent individuals, athletes, and corporations. Mr. Copeland, with over three decades of experience in the securities and insurance business, is a licensed independent insurance broker and Partner with Signature Comprehensive Insurance Services, LLC (SCIS). He is a Certified Financial Planner™ practitioner and a member of the International Board of Certified Financial Planners and the National Association of Insurance & Financial Advisors. Another key member of SEIA is Patrick Currall, MBA, CFA®, a Financial Advisor with a strong background in investment management, portfolio management, estate planning, and tax strategies. With over two decades of experience, Patrick has managed successful engagements with high-net-worth individuals and corporations. He holds a Bachelor of Business Administration from the University of Portland and a Master of Business Administration from Loyola Marymount University. Patrick is also a CFA charterholder, recognized by the CFA Institute.
610 Newport Center Dr Suite 300, Newport Beach, CA 92660, United States -
Merrill Lynch Private Wealth Advisor Justin Vaicek
● OpenMerrill Lynch Private Wealth Advisor Justin Vaicek, located at 520 Newport Center Drive in Newport Beach, California, offers personalized, boutique-like services to individuals and families with complex wealth management needs. Justin integrates industry-leading research and expert analysis to help clients achieve their financial goals. With over 20 years of experience in capital markets, Justin provides tailored strategies across various client needs including investment management, executive services, trust and estate planning, and access to credit and lending. Working alongside Justin is Scott Smeltzer, who provides investment research and analysis to advance client goals. Scott's quantitative skills contribute to initiatives such as investment manager evaluation, security selection, and portfolio strategy. With a background in finance and certifications as a Certified Investment Management Analyst and CERTIFIED FINANCIAL PLANNER, Scott brings a wealth of expertise to the team.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Nazanin Saidi
● OpenBank of America Private Client Advisor Nazanin Saidi is a Senior Vice President at the institution located in Newport Beach, California. Nazy works closely with high-net-worth individuals, families, family offices, and institutions to devise tailored wealth strategies that align with their needs and long-term goals. She leads a team of specialists to streamline and advance various areas of wealth management, including investment management, trust and estate planning, credit, family office services, and philanthropy. Nazy is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in financial services. She is dedicated to helping clients make sound financial decisions and achieve their goals. In her free time, Nazy is actively involved in volunteer organizations in Orange County, such as Harvesters, which raises awareness and funds for Second Harvest Food Bank. She enjoys running, traveling, and spending time outdoors with her husband and two children. Bank of America Private Bank has been assisting clients in managing significant wealth for over 200 years, offering personalized strategies to help individuals, families, businesses, and institutions achieve their financial objectives. The institution values innovation and strives to anticipate and respond to the evolving financial landscape.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Robert J. Richter, CPA & Registered Investment Advisor
● ClosedRobert J. Richter, CPA & Registered Investment Advisor is a reputable institution located at 1100 Quail Street in Newport Beach, California, United States. Specializing in accounting and finance services, they offer expert advice and personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, including certified public accountants and registered investment advisors, clients can trust in their expertise and dedication to providing top-notch financial services. Whether you need assistance with tax planning, investment management, or financial planning, Robert J. Richter, CPA & Registered Investment Advisor is committed to helping you navigate the complexities of the financial world with confidence.
1100 Quail St, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Heidi Lynn
● OpenBank of America Private Client Advisor Heidi Lynn is a Managing Director with Bank of America Private Bank in Newport Beach, California. Specializing in serving high-net-worth clients with complex wealth management needs, Heidi utilizes her extensive analytical experience and personalized approach to help clients achieve their short and long-term financial goals. With a team of specialists in investment management, trust and estate planning, lending, and philanthropy, Heidi creates comprehensive wealth management plans tailored to each client's unique situation. Fluent in Japanese and holding the CERTIFIED FINANCIAL PLANNER™ certification, Heidi is dedicated to building transparent relationships and providing top-notch financial advice. The institution, located at 500 Newport Center Drive, Newport Beach, California, is committed to helping clients navigate the challenges of managing significant wealth and achieving their financial objectives. With a focus on innovation and personalized service, Bank of America Private Bank strives to make clients' goals a top priority.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Thomas Carr - Private Client Advisor
● OpenThomas Carr - Private Client Advisor is a reputable finance institution located at 4400 Macarthur Boulevard in Newport Beach, California. As a private client advisor, we provide personalized financial services to high-net-worth individuals, helping them manage their wealth and achieve their financial goals. Our team of experienced professionals offers tailored investment strategies, estate planning, and wealth management solutions to ensure our clients' financial success. Trust Thomas Carr - Private Client Advisor to provide expert guidance and exceptional service for all your financial needs.
4400 MacArthur Blvd #100, Newport Beach, CA 92660, United States -
James Valle & Company, CPAs
● ClosedJames Valle & Company, CPAs is a reputable accounting and finance institution located at 4667 Macarthur Boulevard in Newport Beach, California, United States. With a team of highly skilled certified public accountants, they offer a wide range of financial services including tax preparation, auditing, bookkeeping, and financial planning. Clients can trust in their expertise and dedication to providing top-notch financial solutions tailored to meet their individual needs. Whether you are a small business owner or an individual looking for professional financial guidance, James Valle & Company, CPAs is here to help you achieve your financial goals.
4667 MacArthur Blvd Suite 400, Newport Beach, CA 92660, United States -
Warren Roger CPA
● ClosedWarren Roger CPA is a reputable accounting and finance institution located at 4041 Macarthur Boulevard in Newport Beach, California, United States. With a team of experienced Certified Public Accountants, they offer a wide range of financial services including tax preparation, audit assistance, and financial planning. Their commitment to providing personalized and professional services sets them apart in the industry. Whether you are an individual or a business owner, Warren Roger CPA is dedicated to helping you achieve your financial goals.
4041 MacArthur Blvd STE 280, Newport Beach, CA 92660, United States -
Gerdts Richard B CPA
● OpenGerdts Richard B CPA is a reputable accounting and finance institution located at 4910 Campus Drive in Newport Beach, California, United States. With years of experience and expertise in the field, they provide top-notch services to individuals and businesses in need of financial planning, tax preparation, and other accounting services. Their team of certified public accountants is dedicated to helping clients achieve their financial goals and ensuring compliance with all relevant regulations. Trust Gerdts Richard B CPA for all your accounting and finance needs.
4910 Campus Dr, Newport Beach, CA 92660, United States -
Zweig & Associates, CPAs, LLP
● ClosedZweig & Associates, CPAs, LLP is a reputable accounting and finance firm located at 4299 Macarthur Boulevard in Newport Beach, California, United States. With a team of experienced certified public accountants, they provide a wide range of financial services including tax preparation, audit, and consulting to individuals and businesses. Their dedication to excellence and personalized approach to each client sets them apart in the industry. Whether you need help with tax planning or financial analysis, Zweig & Associates, CPAs, LLP is committed to helping you achieve your financial goals.
4299 MacArthur Blvd Ste 211, Newport Beach, CA 92660, United States -
Redmon Eileen CPA
● OpenRedmon Eileen CPA is a reputable accounting and finance institution located at 20101 Southwest Birch Street in Newport Beach, California, United States. With years of experience in the industry, our team of certified public accountants provides top-notch financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to assist you every step of the way. Trust Redmon Eileen CPA for all your accounting and finance needs.
20101 SW Birch St # 150L, Newport Beach, CA 92660, United States
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