TOP 30 Individual investment planning in Newport Beach, California

186 results found

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.

Quintessential Financial Corporation is a premier finance institution located at 2372 Southeast Bristol Street in Newport Beach, California, United States. With a strong reputation for excellence and expertise in financial services, Quintessential Financial Corporation offers a wide range of financial solutions tailored to meet the unique needs of individual and corporate clients. Whether you are looking for investment advice, wealth management services, or assistance with financial planning, the experienced professionals at Quintessential Financial Corporation are dedicated to helping you achieve your financial goals. Visit us today and experience the quintessential difference in financial services.

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.

Essential 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.

Merrill Lynch Financial Advisor Jason B Roxby is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. Our team of talented and experienced individuals is committed to building strong client relationships based on trust and personalized service. We have received recognition from Forbes for our exemplary client service, including being named "Best-in-State Wealth Management Teams" and "Best-in-State Wealth Advisors" multiple times. Our mission is to understand our clients' goals and priorities, and to design personalized financial plans to help them achieve their aspirations. We offer a range of services, including investment strategies and comprehensive financial solutions from Bank of America. Contact us to learn more about how we can help you reach your financial goals.

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.

Merrill Lynch Financial Advisor Emily Sekulic, located at 520 Newport Center Drive in Newport Beach, California, offers personalized financial advice and guidance to help clients develop a customized financial strategy. With a background in law and a strong focus on client relationships, Emily works with individuals to understand their current financial situation and future goals. She believes in a comprehensive approach to financial planning, considering all aspects of a client's financial life to prioritize and pursue their most important objectives. Emily's transparent and client-centered approach is supported by experienced investment research and guidance, helping clients navigate changing market conditions and personal financial goals. As a member of the Kaplan/Scudday Group at Merrill Lynch Wealth Management, Emily is committed to helping clients achieve financial success and satisfaction over time. Whether you're planning for retirement, saving for a major purchase, or passing on wealth to future generations, Emily can provide the advice and strategies to help you reach your goals. With access to the investment insights of Merrill and banking solutions from Bank of America, Emily can work with you to develop a personalized financial approach designed to address your individual needs. Contact Emily Sekulic today to start planning for your financial future.

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.

The Tarbox Family Office, located at 500 Newport Center Drive in Newport Beach, California, is a premier finance institution that provides comprehensive wealth management services to high-net-worth individuals and families. With a focus on personalized financial planning and investment strategies, the Tarbox Family Office helps clients navigate complex financial landscapes and achieve their long-term goals. With a team of experienced professionals and a commitment to excellence, the Tarbox Family Office is dedicated to providing tailored solutions and exceptional service to its esteemed clientele.

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.

Thomas 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.

Merrill Lynch Financial Advisor Meredith Levin is a finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. The institution believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Their mission is to understand clients and their financial goals, designing personalized plans to help manage investment risk and pursue financial aspirations. The team of talented and experienced individuals is committed to providing personalized service and building trust with clients. With tools like the Merrill Personal Wealth Analysis™, the institution helps clients create and document personalized financial plans centered on their goals. The advisors at Merrill Lynch Wealth Management take the time to get to know clients personally, offering customized investment strategies and comprehensive financial solutions. They believe in helping clients stay on track to achieve their goals by regularly reviewing and adjusting their financial approach. With a focus on understanding clients' needs and priorities, the institution aims to provide the advice and guidance needed to navigate market fluctuations and life changes. Through a dedicated one-on-one relationship with a Merrill Lynch Wealth Management Advisor, clients can receive personalized support and guidance to help them live their best financial life.

Merrill Lynch Financial Advisor Jeffrey Fichtner is located at 520 Newport Center Drive in Newport Beach, California, United States. Our team at The Newport Group believes in building strong relationships through teamwork and involvement, offering access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We are dedicated to providing personalized financial advice and guidance, tailored to your individual needs and goals. Our mission is to understand what matters most to you, helping you design and implement a personalized plan to pursue your financial goals while managing investment risk. We believe in focusing on potential solutions that can turn your goals into reality, whether it's planning for future healthcare expenses, saving for college, or passing your wealth to future generations. By utilizing the investment insights of Merrill and banking solutions from Bank of America, we work with you to develop an approach to address your financial needs. Our team is committed to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.

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.

Merrill Lynch Financial Advisor Connor Campbell is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. The Doughty Group, of which Connor Campbell is a part, values building strong relationships through teamwork and involvement. They provide access to the global investment capabilities of Merrill and the banking convenience of Bank of America. Their mission is to understand each client's unique needs and financial goals in order to create personalized financial plans. By focusing on potential solutions, they aim to help clients turn their goals into reality. The team at Merrill Lynch believes in the importance of ongoing communication and understanding the changing needs and priorities of their clients. They offer the Merrill Personal Wealth Analysis™ to help build and document personalized plans centered on individual goals. With access to the investment insights of Merrill and the resources of Bank of America, they work to develop financial approaches tailored to each client's specific situation.

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 Jeremy Kovacs is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. They offer industry-leading research and expert analysis to help clients stay ahead financially. Their team of private wealth advisors are rigorously trained to meet specialized needs with personalized service based on trust. The institution prioritizes planning that encompasses all elements of a client's balance sheet and financial affairs, creating a flexible roadmap that includes tax minimization strategies. They aim to help clients achieve their lifestyle goals through personalized strategies and a goals-based wealth management approach. Clients have access to services and resources typically reserved for large institutions, with a focus on delivering meaningful outcomes.

Merrill 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.

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.

Cole Bryant - Thrivent is a finance institution located at 49 Discovery, Irvine, California, United States. The team of wealth advisors at Cole Bryant - Thrivent work with successful business owners, working professionals, and individuals eager to achieve their financial goals. With a comprehensive, data-driven process, clients are guided towards financial independence, allowing them to focus on what matters most to them. Licensed in multiple states including AZ, CA, CO, OK, OR, and WA, Cole Bryant - Thrivent serves clients in areas such as Arcadia, Pasadena, Los Angeles, Irvine, Mission Viejo, Costa Mesa, and Newport Beach. Additionally, virtual services are available nationwide.

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.

Silvana E. D'Anna - UBS Financial Services Inc. is a leading financial institution located at 888 San Clemente Drive in Newport Beach, California. As a branch of UBS Financial Services Inc., we offer a wide range of wealth management services to help our clients achieve their financial goals. Our team of experienced professionals provides personalized advice and investment solutions tailored to each individual's needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to help. Visit us today to learn more about how we can assist you in securing your financial future.

Merrill Lynch Financial Advisor Mai Park is a leading institution in finance located at 520 Newport Center Drive, Newport Beach, California, United States. Mai Park, a Senior Vice President and Wealth Management Advisor with over two decades of experience, was recognized on the 2023 Forbes "Top Women Wealth Advisors Best-in-State" list. Mai's approach to wealth management is centered on fostering meaningful multi-generational relationships, with a focus on trust, open dialogue, and personalized financial strategies tailored to individual aspirations and values. Services offered include asset accumulation, investment management, tax minimization, wealth transfer, retirement income, and estate planning. The Merrill Personal Wealth Analysis™ helps create a personalized plan aligned with your goals. As a Merrill Lynch Wealth Management Advisor, Mai Park prioritizes understanding your needs and goals to develop a customized investment approach that evolves with you over time. With access to the resources of Merrill and Bank of America, Mai Park is dedicated to helping you achieve your financial objectives and navigate market fluctuations. Partner with Mai Park to create a financial plan that reflects your priorities and helps you reach your goals.

The Retirement Income Center is a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, United States. Our center specializes in helping individuals plan and manage their retirement income to ensure financial security during their golden years. Our team of experienced financial advisors offers personalized guidance and strategies to maximize income streams and optimize investments for a comfortable retirement. Visit us today to start planning for a worry-free future.

Shirley Quackenbush is a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California. Our team is dedicated to meeting the dynamic needs of each client, providing solutions to unique challenges with an elevated level of service. We empower decision-making with expert guidance, offering seamless financial management for your family and future. Our network delivers a full suite of financial solutions to ensure stability and intelligent community investment. With bespoke investment strategies aligned to your financial objectives, we offer a sophisticated open-architecture platform of traditional and alternative investments. We provide comprehensive services for holistic financial planning, tailored to individuals and institutions. Through our curated Rockefeller Lifestyle Advisory partners, we offer exclusive experiences and concierge services. Our planning-based approach and open-architecture platform provide expert, unbiased counsel and strategies tailored to your unique needs and goals. Led by your private advisor, our dedicated team can help with everything from day-to-day finances to creating and implementing a financial plan designed to grow with you on every step of your wealth journey. With a commitment to developing tailored strategies and ensuring your family's objectives are achieved, Shirley Quackenbush is here to help you navigate the complexities of wealth management.

Jannah Devine, a finance institution located at 23 Corporate Plaza Drive in Newport Beach, California, is dedicated to helping clients achieve their grandest visions through thoughtful financial planning. Our team offers expert guidance to empower decision-making, seamless financial management for families and individuals, and a full suite of financial solutions tailored to each client's unique needs. From investment strategies to trust management and legacy planning, we provide comprehensive services to help clients grow and protect their wealth. With a focus on building long-lasting relationships, we treat our clients like family, offering personalized advice and support every step of the way. As part of the Rockefeller Capital Management network, we have access to a sophisticated platform of traditional and alternative investments, as well as exclusive experiences and concierge services through our curated Lifestyle Advisory partners. Whether you're planning for the future or navigating complex financial decisions, Jannah Devine is here to help you achieve your goals and secure your legacy.