The 30 Best Family trusts in Newport Beach, California

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The Miremadi-Heintz Group at UBS Financial Services Inc. is a leading financial institution located in Newport Beach, California. With a prime location at 888 San Clemente Drive, this group offers comprehensive financial services to clients looking to grow and protect their wealth. From investment management to financial planning, the team at The Miremadi-Heintz Group is dedicated to providing personalized solutions tailored to each client's unique goals and objectives. With a commitment to excellence and a focus on building long-term relationships, this institution is a trusted partner for individuals and families seeking expert guidance in navigating the complexities of the financial world.

Merrill Lynch Financial Advisor Vince J Salvatore is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. The institution is proud of their advisors who have received recognition from financial industry publications and Bank of America Corporation. Their team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service. They offer personalized financial approaches to help clients pursue their goals, whether it's retirement planning, saving for a home, funding education, or passing wealth to future generations. The institution offers tools and resources to help clients keep track of changes in their life and financial goals. Merrill Personal Wealth Analysis™ is used to build and document personalized plans tailored to individual goals and needs. The advisors at Merrill Lynch strive to understand each client's unique situation and provide thoughtful guidance to help them achieve financial success. They offer one-on-one relationships with dedicated advisors to address financial complexities and customize investment approaches. With access to Merrill's investment insights and Bank of America's financial solutions, clients can work towards achieving their financial goals effectively.

Merrill Lynch Financial Advisor Rolando Lopez, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team believes in one-on-one conversations to truly get to know you and your family's aspirations for the future. By listening and learning about your priorities, they can customize a financial approach that aligns with your individual goals and legacy plans. The institution offers the Investment Personality Assessment to gain a deeper understanding of your investing preferences and tailor a financial strategy that suits your needs. With access to the global resources of Merrill and banking solutions from Bank of America, they work with you to develop a personalized plan to manage, grow, and preserve your wealth for the long term.

Merrill 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.

Bank 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.

Sebastian D'Anna Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a reputation for excellence in wealth management, our team of experienced professionals provides personalized financial solutions tailored to meet the unique needs of our clients. Whether you are looking to grow your investments, plan for retirement, or protect your assets, our comprehensive range of services and expertise in the financial industry can help you achieve your financial goals. Trust in Sebastian D'Anna Wealth Management - UBS Financial Services Inc. to guide you towards a secure and prosperous financial future.

Merrill Lynch Private Wealth Advisor Ryan C Moore, located at 520 Newport Center Drive in Newport Beach, California, offers personalized and boutique-like financial services to individuals and families with significant wealth. The team of private wealth advisors at Merrill Private Wealth Management is dedicated to meeting specialized needs with trust and personalized service. Diane Coon, a Managing Director and Private Wealth Advisor at Merrill, focuses on serving executive and corporate clients by aligning client goals with tailored financial solutions. With experience at J.P. Morgan’s Private Bank and Hambrecht & Quist’s Investment Bank, Diane provides services such as pre & post liquidity planning, corporate financial services, and trust and estate planning. She is actively involved in the community and has been recognized on the Forbes "Best-in-State Wealth Management Teams" list.

Brian McHenry - Sr. Wealth Financial Advisor is a reputable finance institution located at 4400 Macarthur Boulevard in Newport Beach, California, United States. As a seasoned financial advisor, Brian McHenry provides expert guidance and personalized strategies to help clients achieve their wealth management goals. With a focus on building long-term relationships and delivering top-notch service, Brian McHenry is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Trust Brian McHenry - Sr. Wealth Financial Advisor to provide sound advice and support for your financial future.

Merrill Lynch Private Wealth Advisor Rial A Barnett is a prestigious finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Specializing in providing tailored strategies for individuals and families with significant wealth, the institution offers personalized services to simplify life and focus on unique goals and priorities. The private wealth advisors at Merrill Private Wealth Management are highly trained to build trustworthy relationships and deliver personalized service. With a limited number of clients, they offer boutique-like services to help clients pursue what matters most to them. The institution provides industry-leading research and expert analysis to help clients stay ahead in their financial decisions. Trust, fiduciary, and investment management services are provided by Bank of America, N.A. Forbes has recognized the institution for its excellence, with members of the team being named to the "Best-in-State Wealth Management Teams" list. Managing Director and Private Wealth Advisor Diane Coon brings a wealth of experience and expertise to the institution, focusing on serving executive and corporate clients with top-tier financial solutions. The institution's team also includes Private Wealth Advisor Toby Armitage, who has over 28 years of financial industry experience and specializes in comprehensive wealth management strategies for ultra-high-net-worth executives. With a strategic approach and a focus on client priorities, Merrill Lynch Private Wealth Advisor Rial A Barnett is dedicated to helping clients achieve their financial goals with confidence and expertise.

Kris De La Pena is a Private Wealth Advisor at Ameriprise Financial Services, LLC located in Newport Beach, California. With a focus on providing personalized financial planning and investment solutions, Kris helps clients achieve their financial goals and secure their financial future. As a trusted advisor, Kris offers a wide range of services including retirement planning, investment management, estate planning, and risk management. With a commitment to excellence and a client-first approach, Kris De La Pena is dedicated to helping individuals and families navigate the complexities of personal finance and achieve financial success.

Channing Lindsay - Private Client Advisor is a prestigious finance institution located at 4400 Macarthur Boulevard in Newport Beach, California, United States. With a team of experienced professionals, we offer personalized financial planning and investment services to high-net-worth individuals and families. Our goal is to help our clients achieve their financial goals and secure their financial future through tailored strategies and expert advice. Trust Channing Lindsay - Private Client Advisor to provide you with the highest level of service and expertise in managing your wealth.

Pence Financial Group is a reputable finance institution located at 5000 Birch Street in Newport Beach, California, United States. With a team of experienced financial experts, Pence Financial Group offers a wide range of financial services including wealth management, investment planning, retirement planning, and estate planning. Clients can trust Pence Financial Group to provide personalized and strategic financial solutions to help them achieve their financial goals. With a commitment to excellence and integrity, Pence Financial Group is dedicated to helping clients secure their financial future.

Brad Weber - Private Client Advisor is a reputable finance institution located at 4400 Macarthur Boulevard in Newport Beach, California, United States. As a trusted private client advisor, Brad Weber offers personalized financial services and advice to high-net-worth individuals and families. With a focus on building long-term relationships and providing tailored solutions, Brad Weber helps clients navigate complex financial situations and achieve their wealth management goals. Trust in Brad Weber - Private Client Advisor for expert financial guidance and a customized approach to managing your assets.

Veronica Giordano - Private Client Advisor is a reputable finance institution located at 4400 Macarthur Boulevard in Newport Beach, California, United States. Specializing in providing personalized financial advice and services to high-net-worth individuals, Veronica Giordano offers a comprehensive range of investment, wealth management, and financial planning solutions tailored to meet the unique needs and goals of each client. With a commitment to excellence and a dedication to building long-term relationships based on trust and integrity, Veronica Giordano - Private Client Advisor is a trusted partner in helping clients achieve their financial objectives.

Riyad M. Said - Key Client Advisor is a finance institution located at 4400 Macarthur Boulevard, Newport Beach, California, United States. Services are offered through BMO Private Bank, BMO Family Office, and/or BMO Delaware Trust Company, as well as BMO Investment Services. The institution prioritizes your goals above all else, working with you to adjust investment management strategies as needed to help you reach your financial objectives. With a focus on experience and expertise, the institution offers direct access to decision makers and a strategic approach to asset allocation and portfolio construction. The Strategy and Research Team uses a variety of factors to inform investment decisions, including active and passive strategies. Additionally, the institution provides services for alternative investments such as ESG funds and considers tax costs in investment decisions. Operating Monday through Friday from 7:30 a.m. to 5:00 p.m. Central Time, the institution aims to provide personalized wealth management solutions.

The Merrill Lynch Private Wealth Advisor Diane M Coon is located at 520 Newport Center Drive in Newport Beach, California. This finance institution offers personalized services for individuals and families with significant wealth, tailored to their unique goals and priorities. The private wealth advisors at Merrill Private Wealth Management are trained to provide expert analysis and industry-leading research to help clients stay ahead and simplify their financial lives. Diane Coon, a Managing Director and Private Wealth Advisor at Merrill, specializes in serving executive and corporate clients, offering a high touch client experience and a team approach. She provides a range of financial solutions based on client goals, risk tolerance, and investment needs, including pre & post liquidity planning, corporate financial services, tax minimization solutions, and trust and estate planning services. Diane has been recognized on the Forbes "Best-in-State Wealth Management Teams" list and the Forbes "Top Women Wealth Advisors Best-in-State" list.

The Baumgardner Group and Partners - UBS Financial Services Inc. is a leading finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a strong focus on providing personalized financial solutions, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial markets, our institution offers a wide range of services to meet your needs. Trust in The Baumgardner Group and Partners - UBS Financial Services Inc. for expert guidance and unparalleled support in managing your finances.

Sheffield & Sutton Wealth Management - UBS Financial Services Inc. is a prestigious finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a reputation for excellence and expertise in wealth management, Sheffield & Sutton offers a wide range of financial services to help clients achieve their financial goals. From investment planning to retirement strategies, their team of experienced professionals is dedicated to providing personalized solutions tailored to each client's unique needs. With a commitment to integrity and transparency, Sheffield & Sutton Wealth Management - UBS Financial Services Inc. is a trusted partner for individuals and families looking to secure their financial future.

George Otto - RBC Wealth Management Financial Advisor is a premier financial institution located at 610 Newport Center Drive in Newport Beach, California. As a trusted advisor in the field of finance, they offer personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert guidance, George Otto - RBC Wealth Management Financial Advisor is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for education, or investing for the future, their team of experienced professionals is committed to providing top-notch financial advice and strategies tailored to your unique needs.

Merrill Lynch Financial Advisor Ole S Nielsen is a prestigious finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Our team of talented and experienced advisors is committed to providing exemplary client service, setting the standard for excellence in the financial industry. Our advisors have been recognized by financial industry publications and Bank of America Corporation for their exceptional client service. We are proud to have been ranked on Forbes' "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors" lists multiple times.

Merrill 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.

Integrative Financial Management - Ameriprise Financial Services, LLC is a finance institution located at 4695 Macarthur Court in Newport Beach, California, United States. Specializing in providing comprehensive financial management services, they help clients navigate the complexities of investment, retirement planning, insurance, and estate planning. With a focus on integrating all aspects of a client's financial life, they strive to create personalized strategies to help individuals and families achieve their financial goals. Trusted by clients for their expertise and commitment to financial wellness, Integrative Financial Management - Ameriprise Financial Services, LLC is a reliable partner in building a secure financial future.

Robert P. Bob Allen - UBS Financial Services Inc. is a renowned finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. Specializing in providing top-notch financial services, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals and a commitment to excellence, Robert P. Bob Allen - UBS Financial Services Inc. is a trusted partner for individuals and businesses seeking expert financial advice and guidance.

Cosgrove Wealth Management - UBS Financial Services Inc. is a renowned finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to help clients achieve their financial goals. From investment planning to retirement planning, Cosgrove Wealth Management offers personalized solutions tailored to each client's unique needs. Trustworthy and professional, they are dedicated to helping individuals and families build and preserve their wealth for the long term.

Merrill Lynch Private Wealth Advisor Louis A Berlin is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. This institution provides industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The team at Merrill Private Wealth Management is rigorously trained to meet specialized needs with personalized service, focusing on building relationships based on trust. Louis Berlin, born and raised in the San Francisco bay area, has been serving families as a Financial Advisor for over 40 years. Mark, also part of the team, started his career in the financial services industry at Merrill in 1985. Timothy Taraba joined the team in 2017, bringing his expertise in finance and economics. Nicki Nie focuses on providing clients with a seamless experience, offering a range of services and administrative duties.

Merrill Lynch Financial Advisor Peter M Wernemar is located at 520 Newport Center Drive in Newport Beach, California, United States. Peter Wernemar, a Senior Vice President and Senior Financial Advisor, brings over two decades of experience in the financial services industry. Originally from Sweden, Peter came to the US on a tennis scholarship and holds a B.A. in Business from Elon University. He specializes in providing quality wealth management advice for high net-worth clients, focusing on wealth transfer, asset allocation, liquidity needs, and credit lending. Peter believes in keeping things simple and straightforward, tailoring individualized financial strategies to help clients achieve their long-term goals. He values building strong client relationships based on trust and personalized service, with a team dedicated to providing top-notch financial advice. Through Merrill Lynch Wealth Management, Peter offers personalized financial planning centered on clients' goals and priorities, helping them navigate life changes and market fluctuations. With a commitment to understanding each client's unique needs and aspirations, Peter aims to simplify the complexities of investing and guide clients towards their financial goals. Partnering with Merrill Lynch means gaining access to comprehensive financial solutions from Bank of America, ensuring a personalized and effective investment approach tailored to each client's individual circumstances and ambitions.

Merrill Lynch Financial Advisor Gabriel W Pate, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to understanding your values and financial goals. The team at Merrill Lynch believes in one-on-one conversations to truly get to know you and your family's aspirations. By listening to your priorities and concerns, they can help you create a personalized financial plan that aligns with your life goals and legacy aspirations. With a focus on behavioral finance, they utilize the Investment Personality Assessment to tailor their approach to your individual preferences. Whether you are planning for retirement, saving for a milestone, or considering wealth transfer, Merrill Lynch is committed to helping you pursue what matters most to you. Their team of experienced professionals, supported by the global resources of Merrill, is dedicated to building strong client relationships based on trust and personalized service. With access to the investment insights of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth for the future. Contact Merrill Lynch Financial Advisor Gabriel W Pate to start designing a personalized plan to achieve your financial goals.

Tara Kimmins - Private Client Advisor is a finance institution located at 4400 Macarthur Boulevard in Newport Beach, California. As a private client advisor, Tara Kimmins provides personalized financial guidance and services to high net worth individuals. With a focus on building long-term relationships and understanding each client's unique financial goals, Tara Kimmins helps clients navigate complex financial decisions and achieve their financial objectives. With a strong reputation for professionalism and expertise, Tara Kimmins - Private Client Advisor is a trusted partner for individuals seeking tailored financial solutions.

Merrill Lynch Financial Advisor William R Wheatley is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. With a focus on retirement income planning, wealth building strategies, and company retirement plans, William Wheatley leverages his education and experience to help clients maximize their wealth. His client service model emphasizes communication, goal tracking, and personalized portfolio management. Supported by the global resources of Merrill, William Wheatley's team is committed to building strong client relationships based on trust and personalized service. By getting to know each client personally, William Wheatley can design and implement a personalized financial plan to help individuals and families pursue their financial goals while managing investment risk. With access to investment insights and banking solutions, William Wheatley works with clients to develop a customized approach to address their financial needs. As a registered Senior Wealth Management Client Associate, William Wheatley is dedicated to helping clients achieve their goals and navigate the complexities of the financial markets.

Aquatronics Pool Services is a general contractor located in San Jose, California, United States. We are proud to serve Orange County, CA from Yorba Linda to Newport Beach, From Huntington Beach to Laguna Beach. Our team prides itself on providing excellent service and customer care to ensure your pool stays healthy and looking great all year round. As a family-owned business, we have a great attitude and are always willing to go the extra mile for our clients. With 12 years of experience in the industry, owners Rodrigo and Reuel are fully committed to delivering excellence and punctuality in all of our services. Trust Aquatronics Pool Services to keep your pool in top shape!