Financial decision making in Newport Beach, California

Noble Financial Advisors is a reputable finance institution located at 4299 Macarthur Boulevard in Newport Beach, California, United States. With a team of experienced financial experts, Noble Financial Advisors provides personalized financial planning and investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Noble Financial Advisors offers tailored solutions to meet your needs. Trustworthy, knowledgeable, and dedicated, Noble Financial Advisors is committed to helping you make informed financial decisions and achieve long-term success.

Pence Wealth Management - Financial Advisors is a privately-held wealth management firm located in Thousand Oaks, California. With additional offices in Newport Beach and Torrance, our team of experienced professionals is dedicated to creating practical goal-based financial plans for our clients. As an independent firm, we focus on achieving the best outcomes for our clients and their families. Our goal-driven approach starts with mapping out your future and defining your goals and dreams, guiding you towards making informed decisions. With over 30 years of experience, we have developed the Pence Principles and Pence Process to drive how we treat our clients and design portfolios that align with your personal goals. Our CHOKE-POINT INVESTINGTM strategy is based on strategic economic analysis and tactical execution, ensuring we select investments that stand the test of time. We believe in tax-efficient investment management and provide resources for financial planning and investment clarity. Our team speaks nine different languages and is committed to providing the best possible experience for our clients. We have been recognized by Barron's Hall of Fame and Forbes America's Top RIA Firms, showcasing our dedication to excellence in financial management. Join us at our upcoming events to learn more about our specialized process and how we can help you achieve your financial goals.

Windfall Financial Advisors, (CEPA®) is a nationally recognized Fee-Only Fiduciary Registered Investment Advisor located in Newport Beach, California. As seen on CNN, CNBC, FORBES, and BLOOMBERG, we specialize in protecting, planning, and growing financial windfalls into lasting legacies. With over two decades of experience, our team is dedicated to helping clients navigate sudden wealth and make informed financial decisions. Our "Quick Tips" ebook provides detailed instructions on managing a financial windfall, whether it be from an inheritance, settlement award, lottery win, company or property sale, divorce, or success in sports and entertainment. As Fee-Only advisors, we prioritize our clients' best interests and operate as fiduciaries, ensuring transparency and trust in our financial advice.

Reverse Mortgage Advisor - C2 Financial is a finance institution located at 237 South La Esperanza, San Clemente, California, United States. As a licensed provider of reverse mortgage services, we aim to educate and provide expert advice to help you make informed decisions about your retirement goals. Our services are available in Arizona, California, Colorado, Florida, Idaho, New Mexico, Oregon, Texas, and Washington. Please note that the material on our website is not provided or approved by HUD or FHA, and should not be considered a substitute for legal, tax, or financial advice. It is important to consult with qualified professionals for additional guidance. Our team is committed to helping you navigate the complexities of reverse mortgages and ensure that you meet all requirements to avoid default.

Tax & Financial Group is a finance and insurance agency located at 4001 Macarthur Boulevard in Newport Beach, California. Our firm is dedicated to helping clients achieve long-term financial security by providing personalized services and expertise. Our team of specialists work together to address specific financial needs and goals, offering advice tailored to each individual situation. From financial planning to investment management and business planning, we are committed to helping clients make informed decisions to reach their financial goals. We believe in helping clients use their resources to enhance their lives, businesses, and communities. If you are looking for a firm to help build and protect your legacy, Tax & Financial Group is here to assist you.

DISC Surgery Center at Newport Beach is a top-notch health institution located at 3501 Jamboree Road in Newport Beach, California. Our center offers specialized care in spine, orthopedics, and pain management, with a focus on personalized diagnosis and treatment plans tailored to individual needs. At DISC Surgery Center, we prioritize the well-being and recovery of our patients. Follow the inspiring stories of individuals like Jeff, Tonee, and pro surfer Jamie O’Brien, who have benefited from our expert care and innovative procedures. Our team of top specialists work together to create comprehensive care plans that help patients get back to their daily lives quickly and safely.

Beall Financial and Insurance Services, located at 23 Corporate Plaza Drive in Newport Beach, California, is an independent insurance agency that has been serving clients for over 30 years. With offices in both California and Indiana, Beall Insurance offers a local presence with a national reach. They work with top-rated insurance carriers to provide affordable and reliable coverage options for both personal and business needs. The experienced staff at Beall Insurance is dedicated to helping clients make informed decisions to protect themselves, their families, and their businesses. They prioritize customer service and treat clients like family, offering assistance with claims, coverage options, and any questions that may arise.

Stephen Shin - RBC Wealth Management Financial Advisor is a leading financial institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a trusted advisor, Stephen Shin provides personalized wealth management services to help clients achieve their financial goals. With a focus on investment strategies, retirement planning, and wealth preservation, Stephen Shin offers expert guidance and support to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for a major purchase, or building a diversified investment portfolio, Stephen Shin - RBC Wealth Management Financial Advisor is dedicated to helping you make informed decisions and navigate the complexities of the financial markets.

Securing Life is a financial institution located in Newport Beach, California, United States. We offer comprehensive financial education, money tools, and expert advice to help individuals secure their financial future. Our team of experienced professionals is dedicated to providing personalized guidance and resources to help our clients make informed decisions about their finances. Whether you are looking to plan for retirement, invest in the stock market, or save for a major purchase, Securing Life is here to help you achieve your financial goals. Visit us at 895 Dove Street to learn more about how we can assist you in securing your financial future.

Merrill Lynch Financial Advisor Adam Levi, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to helping individuals, families, and small business owners manage their assets and liabilities. Adam Levi, a member of the Merrill Lynch team since 2015, holds a B.A. in Economics from the University of California, Riverside, and an MBA from UCLA Anderson School of Management. With a focus on understanding your values and life goals, Adam Levi works with clients to develop personalized financial plans that evolve with your changing needs and priorities. Through one-on-one conversations and personalized investment strategies, Adam Levi aims to help clients pursue their financial goals and build a legacy for future generations. As a member of the CFA Institute and the CFA Society of Los Angeles, Adam Levi brings a wealth of knowledge and experience to help clients navigate market volatility and make informed financial decisions. With access to the resources of Merrill and Bank of America, Adam Levi can provide comprehensive financial solutions tailored to your individual needs. Whether you are planning for retirement, saving for a major purchase, or passing on wealth to future generations, Adam Levi is committed to helping you achieve your financial goals and live your best financial life.

Merrill Lynch Financial Advisor Marcus S Alexander, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to building and maintaining strong relationships with clients. Marcus Alexander is accessible, knowledgeable, and experienced, passionate about helping clients make important financial decisions. With a deep understanding of each client's financial picture, personalized wealth management strategies are created to help clients pursue their goals. By providing access to the investment insights of Merrill and the banking solutions of Bank of America, clients can devise potential strategies to grow, preserve, and distribute their wealth. Marcus Alexander believes in understanding each client's unique goals and priorities, offering personalized plans to help manage, grow, and preserve wealth. By utilizing the Investment Personality Assessment, Marcus can customize financial approaches based on individual preferences and goals. Regular check-ins and adjustments are made to financial approaches to reflect changes in clients' lives and the financial markets. The ultimate goal is to help clients achieve their financial aspirations and turn their goals into reality.

Merrill Lynch Financial Advisor Lucian Ursan, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to managing your wealth with a deep understanding of your financial picture. With a focus on your goals and priorities, Lucian Ursan can create a flexible strategy tailored to today's market conditions, providing access to investment insights from Merrill and banking solutions from Bank of America. Lucian Ursan believes in actively participating in the community and volunteers with local organizations. Personalized wealth management strategies are developed through the Merrill Personal Wealth Analysis™, centered on your goals and aspirations. By getting to know you and your family, Lucian Ursan helps you make informed decisions and trade-offs to reach meaningful financial goals. Through the Investment Personality Assessment, your investing preferences are refined to create a customized financial approach. Your financial plan is regularly updated to reflect changes in your life and goals. Lucian Ursan's mission is to understand you and what matters most to you, designing a personalized plan to help you pursue financial goals while managing investment risk. Regular check-ins and adjustments to your financial approach ensure you stay on track to achieve what's important to you. Let Lucian Ursan and Merrill Lynch Wealth Management Advisors help you navigate the financial complexities of your life and build a customized investment approach to reach your goals. With a dedicated one-on-one relationship, personalized investment strategies from Merrill, and comprehensive financial solutions from Bank of America, you can achieve your financial aspirations.

Newport Valuations is a leading finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, United States. Specializing in providing expert valuation services, Newport Valuations offers comprehensive and accurate assessments for a wide range of financial needs. With a team of experienced professionals and a commitment to excellence, Newport Valuations is dedicated to helping clients make informed decisions and achieve their financial goals.

Bridge Financial Management is a finance institution located at 4343 Von Karman Avenue in Newport Beach, California, United States. Our team understands that financial planning is a lifelong journey, with our financial lives constantly evolving. With a focus on personalized service and guidance, we aim to empower our clients to make informed decisions and achieve their financial goals. As a fee-only fiduciary firm, we provide objective advice tailored to each client's individual needs. Our comprehensive financial planning approach covers a range of areas including investment management, retirement savings, budgeting, insurance, and more. We believe in building long-term relationships with our clients, serving as partners in their financial journey.

Tina 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.

LPL Financial | David L. Starkey is a renowned finance institution located at 4 Upper Newport Plaza Drive in Newport Beach, California, United States. Led by financial advisor David L. Starkey, this institution offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a commitment to providing personalized and comprehensive financial solutions, LPL Financial | David L. Starkey is dedicated to helping clients navigate the complexities of the financial world and make informed decisions for their future.

Merrill Lynch Financial Advisor Ryan Tuverson, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to helping clients achieve their financial goals. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. Merrill Personal Wealth Analysis™ is used to create a personalized plan focused on the client's goals. By listening to the client's priorities and aspirations, the team at Merrill Lynch Wealth Management develops a financial approach tailored to each individual. The Investment Personality Assessment helps understand the client's preferences and refine their investing strategy. With access to Merrill's investment insights and Bank of America's banking solutions, the team works to address the client's financial needs. Regular check-ins and plan adjustments ensure that the client stays on track to achieve their goals. The team of Merrill Lynch Wealth Management Advisors is dedicated to providing personalized investment strategies and comprehensive financial solutions to help clients navigate the financial landscape. Ryan Tuverson is registered to do business in multiple states and holds the CFP® certification. It's important to note that investing involves risk, and clients should consult with their legal and tax advisors before making financial decisions. Merrill offers a range of services, including brokerage and investment advisory, tailored to each client's needs. With a focus on the client's goals and priorities, Merrill Lynch Financial Advisor Ryan Tuverson aims to help clients live their best financial life.

Merrill Lynch Financial Advisor Maureen Tschopp is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Supported by the global resources of Merrill, the team at Merrill Lynch is dedicated to building strong client relationships based on trust and personalized service. The team, led by Maureen Tschopp, a Senior Portfolio Advisor, helps clients pursue their financial objectives by managing custom investment strategies, selecting from a wide range of model portfolios and third-party investment strategies. At Merrill Lynch Wealth Management, the focus is on understanding and addressing the things that matter most to clients - family, goals, and priorities. The team works closely with clients to create a financial strategy that reflects their investment style and life plan, whether they are focused on growing, preserving, or transferring wealth. By utilizing the Investment Personality Assessment and other tools, Merrill Lynch Financial Advisor Maureen Tschopp helps clients make informed investment decisions that align with their goals and priorities. With a commitment to proactive portfolio management and effective communication, the team at Merrill Lynch strives to help clients achieve their financial goals at every stage of life.

Adam MacDonald - RBC Wealth Management Financial Advisor is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. As a trusted financial advisor, Adam MacDonald provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Adam MacDonald offers expert advice on investment strategies, retirement planning, and estate planning. Whether you are looking to grow your wealth or secure your financial future, Adam MacDonald is dedicated to helping you make informed decisions and navigate the complexities of the financial market. Contact Adam MacDonald - RBC Wealth Management Financial Advisor today to schedule a consultation and take the first step towards financial success.

Merrill Lynch Financial Advisor Christina Becker Henderson is a trusted finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. They believe in starting every relationship with a conversation to understand your goals and priorities. Their personalized approach helps you make investment decisions that align with your aspirations, whether it's planning for retirement, buying a home, funding education, or passing on wealth to future generations. By utilizing the Investment Personality Assessment and ongoing discussions, they tailor financial strategies to help you achieve what matters most to you. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. With access to the resources of Merrill and Bank of America, they work with you to develop a financial approach that addresses your needs and goals. Whether your life changes or the financial markets fluctuate, they are committed to helping you stay on track to achieve your objectives. Let Merrill Lynch Financial Advisor Christina Becker Henderson assist you in creating a personalized plan that reflects your unique needs and priorities, so you can live your best financial life.

Merrill Lynch Financial Advisor Jeff C Jen is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. This institution provides access to a wide range of investment solutions from Merrill and banking products from Bank of America. Jeff Jen, a Senior Financial Advisor, works closely with business owners, entrepreneurs, professionals, and their families to address their distinctive wealth management needs and support their long-term goals. With over two decades of experience, Jeff offers expertise in portfolio design, tax-sensitive wealth transfer, alternative investments, and more. He focuses on building long-term relationships with clients, providing honest and frank advice to help them better prepare for key financial decisions. Jeff is dedicated to making a meaningful impact on clients and their families, offering personalized financial plans to help them pursue their goals and manage investment risk. By leveraging the investment insights of Merrill and banking solutions from Bank of America, Jeff works with clients to develop tailored approaches to address their financial needs. Whether it's planning for retirement, saving for a home, or funding a child's education, Jeff is committed to helping clients achieve their financial goals. With access to research in behavioral finance, Merrill offers tools like the Investment Personality Assessment to understand clients better and customize financial approaches. The institution goes beyond the traditional role of an advisor, providing access to investing insights and banking capabilities to help clients make informed decisions as they pursue their goals.

The Gallagher Carpenter Group - UBS Financial Services Inc. is a prestigious finance institution located at 888 San Clemente Drive in Newport Beach, California, United States. With a strong reputation for providing top-tier financial services, the institution offers a wide range of wealth management solutions to help clients achieve their financial goals. The experienced team at Gallagher Carpenter Group - UBS Financial Services Inc. is dedicated to providing personalized advice and guidance to clients, ensuring they make informed decisions about their investments. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, this institution is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Andrew Thiem, located at 520 Newport Center Drive in Newport Beach, California, offers personalized wealth management strategies tailored to your individual goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Andrew Thiem can help you navigate today's changing market conditions. By participating in the community and volunteering with local organizations, Andrew Thiem demonstrates a commitment to serving the needs of his clients. Through the Merrill Personal Wealth Analysis™, a personalized plan can be developed centered on your goals and focused on what you want to achieve. By understanding your investment personality and preferences, Andrew Thiem can customize a financial approach to help you pursue what matters most to you. Regular check-ins and adjustments ensure that your financial approach reflects changes in your life and goals. With a focus on building a one-on-one relationship, Andrew Thiem strives to help you achieve your financial goals and aspirations. By working with a dedicated Merrill advisor, you can receive personalized investment strategies and comprehensive financial solutions to address your needs and pursue your goals. With a strong focus on understanding your unique needs and financial situation, Andrew Thiem is committed to helping you stay on track regardless of market fluctuations. Investing involves risk, and it is important to consult with legal and tax advisors before making any financial decisions. Contact Andrew Thiem to learn more about how he can help you live your best financial life.

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.

Newport Advisory LLC is a reputable finance institution located at 4695 Macarthur Court in Newport Beach, California, United States. With a focus on providing expert financial advice and guidance, Newport Advisory LLC offers a wide range of services to help clients achieve their financial goals. Whether you are looking for investment assistance, retirement planning, or wealth management, the experienced team at Newport Advisory LLC is dedicated to helping you navigate the complexities of the financial world and make informed decisions. Trust Newport Advisory LLC to provide personalized solutions tailored to your specific needs and objectives.

Merrill Lynch Financial Advisor Huy Pham, located at 520 Newport Center Drive in Newport Beach, California, is a trusted institution in the finance industry. With over 15,000 Merrill Lynch Financial Advisors nationwide, clients across all 50 states and various US territories are guided towards achieving their desired lifestyles. It is important to note that investing involves risks, and there is always the potential of losing money. Asset allocation, diversification, and rebalancing do not guarantee profits or protect against losses in declining markets. Merrill Lynch, its affiliates, and financial advisors do not offer legal, tax, or accounting advice, so it is recommended to consult with professionals before making financial decisions. The institution offers a wide range of brokerage, investment advisory, and other services. Merrill Lynch is a registered broker-dealer, registered investment adviser, Member SIPC, and a wholly-owned subsidiary of Bank of America Corporation. Trust, fiduciary services, insurance, and annuity products are also available through affiliated entities. The institution strives to provide clients with information about products and services that may be of interest. Please note that by leaving Bank of America's website, you will be redirected to FINRA's BrokerCheck. Bank of America Merrill Lynch is the marketing name for the global banking and global markets businesses of Bank of America Corporation, offering lending, derivatives, and commercial banking activities worldwide. Securities, strategic advisory, and investment banking activities are performed by investment banking affiliates. In Australia, services are provided by Merrill Lynch Markets (Australia) Pty. Limited and related entities. Merrill Lynch Canada Inc. operates in Canada as a registered broker-dealer. Bank of America N.A. and DSP Merrill Lynch Limited are subsidiaries of Bank of America Corporation in India, offering various banking and financial services. With a focus on providing personalized guidance and comprehensive financial solutions, Merrill Lynch Financial Advisor Huy Pham is dedicated to helping clients navigate the complexities of the financial world.

Merrill Lynch Financial Advisor Greg J. Nugent is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. Greg J. Nugent has extensive experience helping executives manage concentrated stock positions and navigate important transition events such as retirement, inheritance, or the sale of a business. The institution provides access to Bank of America Private Bank trust and estate planning services, as well as credit, lending, and overall banking convenience. They can also work with outside attorneys, accountants, and other professional advisors to coordinate financial and legacy plans. At Merrill Lynch Wealth Management, your financial advisor focuses on your family, goals, and priorities, adapting to changes over time. The mission of Merrill Personal Wealth Analysis™ is to build and document a personalized plan centered on your goals and aspirations. By understanding you and your priorities, the institution can provide a customized financial strategy to help you pursue personal financial goals while managing investment risk.

Welcome 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.

Jerry Estabrook - State Farm Insurance Agent is an insurance agency located at 2700 East Coast Highway in Newport Beach, California. Situated across from Sherman Gardens at Fernleaf & Pacific Coast Highway, we offer a range of services to help you protect yourself and your assets. From tips on avoiding the dangers of drunk driving to advice on purchasing a car online, we are here to ensure your safety and satisfaction. We also provide financial advice for college students to help them avoid money mistakes with long-term implications. Please note that we prioritize your privacy and security, so please refrain from sharing sensitive personal information on our website. If you encounter any difficulties using our website, please call us at (949) 673-8643 for assistance.