Investment portfolios in Newport Beach, CA
35 results found
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NWM GROUP- Newport Wealth Management Group
● ClosedNWM Group- Newport Wealth Management Group is a leading institution in the fields of accounting, finance, and insurance agency. Located at 17011 Beach Boulevard in Huntington Beach, California, United States, our team of experts is dedicated to providing top-notch financial services to our clients. Whether you need help with tax planning, investment management, or insurance coverage, our experienced professionals are here to assist you every step of the way. Trust NWM Group to help you achieve your financial goals and secure your future.
17011 Beach Blvd Suite 225C, Huntington Beach, CA 92647, United States -
Schwary Portfolio Management - Morgan Stanley
● OpenSchwary Portfolio Management - Morgan Stanley is a premier finance institution located at 800 Newport Center Drive in Newport Beach, California, United States. This esteemed institution offers top-notch portfolio management services to help clients optimize their investments and achieve their financial goals. With a team of experienced professionals and access to resources from Morgan Stanley, clients can trust that their financial needs are in capable hands. Whether you are an individual looking to grow your wealth or a business seeking to maximize your assets, Schwary Portfolio Management - Morgan Stanley is dedicated to providing expert guidance and personalized solutions to help you succeed in the world of finance.
800 Newport Center Dr Ste 500, 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 -
Hanley Investment Group
● ClosedHanley Investment Group is a premier real estate agency located in Newport Beach, California. With a prime address on East Coast Highway, our team of experienced professionals specializes in commercial real estate transactions, including retail, office, and industrial properties. We pride ourselves on providing top-notch service to our clients, helping them achieve their investment goals and maximize returns on their real estate portfolios. Whether you are looking to buy, sell, or lease a property, Hanley Investment Group is your trusted partner in the competitive real estate market. Contact us today to learn more about our services and how we can help you succeed in your real estate endeavors.
3500 East Coast Hwy Suite 100, Corona Del Mar, CA 92625, United States -
Manhattan Regional Center
● OpenManhattan Regional Center is a reputable institution located at 4685 Macarthur Court, Newport Beach, California, United States. As a leading regional center, they specialize in facilitating investment opportunities in the EB-5 Immigrant Investor Program. With a focus on projects in the Manhattan area of New York City, Manhattan Regional Center offers a diverse portfolio of investment options for individuals seeking to obtain a US green card through job creation. Their experienced team is dedicated to providing excellent service and guiding investors through the process with transparency and integrity.
4685 MacArthur Ct, Newport Beach, CA 92660, United States -
Proper Management
● OpenProper Management is a comprehensive institution located at 3400 Irvine Avenue in Newport Beach, California. Specializing in finance, real estate agency, and travel agency services, Proper Management ensures that your property is well taken care of and managed efficiently. With a focus on attracting high-quality renters at the best possible rent rates, Proper Management proactively manages your investment to maximize performance and minimize costs. They offer various rental strategies such as long-term, short-term, vacation, and ADUs to help increase your revenue. Operating with complete transparency and without contracts, Proper Management earns your business every month by providing excellent communication, service, and support. Their dedicated team, led by Jeremiah, goes above and beyond to ensure that both landlords and tenants are satisfied with the services provided. With a strong focus on customer satisfaction and success, Proper Management is highly recommended for property owners looking for a reliable and trustworthy management company. Contact Proper Management for a free rental market analysis and portfolio evaluation to see how they can help you achieve your property management goals.
3400 Irvine Ave Suite 110, Newport Beach, CA 92660, United States -
Innovation Institute
● ClosedThe Innovation Institute, located in Newport Beach, California, is revolutionizing healthcare with cutting-edge products and solutions that enhance efficiency, reduce costs, and improve accessibility for all. As a for-profit enterprise owned by non-profit health systems, we drive transformation in the healthcare industry through our Innovation Lab. Since our launch in 2013, we have successfully commercialized numerous products, built a diverse portfolio of healthcare-focused companies, and cultivated a thriving workforce with revenues exceeding $200 million and over 600 employees. Our technology incubator takes ideas from concept to market, collaborating with healthcare innovators, industry partners, and academia to bring innovative solutions to life. Through our unique business model, we provide sustainable financial support to the Lab year after year. Non-profit health systems can invest in The Innovation Institute and become "Member Owners," gaining full access to our comprehensive innovation and commercialization program. Visit our Innovation Lab to experience the future of healthcare, where revolutionary medical devices and digital solutions are created in collaboration with industry experts and inventive minds. Together, let's reshape the future of healthcare and pioneer a transformative shift in patient care. Join us in our mission to innovate today for a better tomorrow in healthcare.
620 Center Dr, Newport Beach, CA 92660, United States -
Menashe Leventis
● OpenMenashe Leventis is a reputable health institution located at 361 Hospital Road in Newport Beach, California, United States. Specializing in providing top-quality medical care, Menashe Leventis is dedicated to offering a wide range of health services to its patients. With a team of experienced doctors and healthcare professionals, the institution strives to ensure the well-being and satisfaction of all individuals seeking medical assistance. Whether you are in need of routine check-ups, specialized treatments, or emergency care, Menashe Leventis is committed to delivering exceptional healthcare services to meet your needs.
361 Hospital Rd #224, Newport Beach, CA 92663, United States -
Pence Wealth Management - Financial Advisors
● ClosedPence Wealth Management - Financial Advisors is a privately-held firm located in Torrance, California, with an additional office in Newport Beach. With over 30 years of experience, our team focuses on creating practical, goal-based financial plans for our clients. As an independent firm, we prioritize achieving great outcomes for our clients by working closely with them to secure a better future for themselves and their families. Our approach involves mapping out your future, defining your goals and dreams, and designing investment portfolios that align with our principles and are targeted to your "Personal Index." We offer investment management services that include strategic economic analysis, investment selection, and tactical execution based on our CHOKE-POINT INVESTINGTM strategy.
4469, 990 W 190th St #500, Torrance, CA 90502, United States -
Beacon Pointe Advisors
● Closediking, and spending time with her family and friends. She currently resides in Newport Beach, California. Beacon Pointe Advisors is a leading financial institution in Newport Beach, California, offering Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. Our team of experienced investment advisors and financial planners focus on providing comprehensive financial planning and research-based investments to help individuals, families, institutions, and defined contribution plans achieve their financial goals. Located at 24 Corporate Plaza Drive, Suite 150, Newport Beach, CA, Beacon Pointe is committed to serving as fiduciaries to our clients, ensuring that their best interests are always the top priority. Our allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, and more.
24 Corporate Plaza Dr STE 150, Newport Beach, CA 92660, United States -
Stephen Shin - RBC Wealth Management Financial Advisor
● ClosedStephen 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.
610 Newport Center Dr Suite 900, Newport Beach, CA 92660, United States -
Martin Klein - RBC Wealth Management Financial Advisor
● ClosedMartin Klein - RBC Wealth Management Financial Advisor is a reputable finance institution located at 610 Newport Center Drive in Newport Beach, California, United States. As a trusted financial advisor, Martin Klein offers personalized wealth management services to individuals and businesses looking to achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, clients can expect expert guidance and support in navigating the complexities of the financial world. Whether you are planning for retirement, investing for the future, or managing your assets, Martin Klein and his team are dedicated to helping you secure a prosperous financial future.
610 Newport Center Dr Suite 900, Newport Beach, CA 92660, United States -
Beacon Pointe Advisors
● ClosedBeacon Pointe Advisors, located at 610 Newport Center Drive in Newport Beach, California, is a leading wealth advisor and Registered Investment Advisor firm. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe caters to institutions, defined contribution plans, individuals, and families. With a team of experienced investment advisors and financial planners, Beacon Pointe offers full-service financial planning and research-driven investment strategies. Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, and more.
610 Newport Center Dr Suite 830, Newport Beach, CA 92660, United States -
Beacon Pointe Advisors
● OpenBeacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families. With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.
610 Newport Center Dr #280, Newport Beach, CA 92660, United States -
The DeRosa Group of Raymond James
● OpenThe DeRosa Group of Raymond James is a leading finance institution located at 660 Newport Center Drive in Newport Beach, California, United States. With a strong reputation for excellence in financial services, our team of experts provides personalized investment strategies and wealth management solutions for our clients. Whether you are looking to grow your portfolio, plan for retirement, or secure your financial future, The DeRosa Group is dedicated to helping you achieve your goals. Contact us today to learn more about how we can assist you in reaching your financial objectives.
660 Newport Center Dr # 570, Newport Beach, CA 92660, United States -
William Yuen - Raymond James
● OpenWilliam Yuen - Raymond James is a reputable finance institution located at 660 Newport Center Drive in Newport Beach, California. With a strong presence in the financial industry, they offer a wide range of services to help individuals and businesses achieve their financial goals. Whether it's investment management, retirement planning, or wealth management, William Yuen - Raymond James has the expertise and resources to provide top-notch financial solutions. Their team of experienced professionals is dedicated to providing personalized service and tailored advice to each client. Visit their office in Newport Beach to learn more about how they can help you secure your financial future.
660 Newport Center Dr # 570, Newport Beach, CA 92660, United States -
Royal Financial
● ClosedRoyal Financial is a prestigious finance institution located in Newport Beach, California. Situated at 20101 Southwest Birch Street, this institution offers a wide range of financial services to individuals and businesses. With a team of experienced professionals, Royal Financial is dedicated to providing top-notch financial solutions tailored to meet the unique needs of each client. Whether you are looking for investment advice, wealth management, or assistance with financial planning, Royal Financial is committed to helping you achieve your financial goals. Trust in Royal Financial for all your financial needs and experience the royal treatment you deserve.
20101 SW Birch St suite 130-d, Newport Beach, CA 92660, United States -
Pence Wealth Management - Financial Advisors
● ClosedPence 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.
468 Pennsfield Pl STE 201, Thousand Oaks, CA 91360, United States -
Hout Financial
● ClosedHout Financial is a reputable financial institution located at 20250 Southwest Acacia Street in Newport Beach, California, United States. With a team of experienced professionals, we provide a wide range of financial services tailored to meet the unique needs of our clients. Whether you are looking for investment advice, retirement planning, or assistance with estate planning, Hout Financial is committed to helping you achieve your financial goals. Contact us today to schedule a consultation and see how we can help you secure your financial future.
20250 SW Acacia St Suite 150, Newport Beach, CA 92660, United States -
The Bahnsen Group - CA
● ClosedThe Bahnsen Group - CA is a leading finance institution located at 520 Newport Center Drive in Newport Beach, California, United States. With a strong focus on providing personalized financial solutions, our team of experts offers comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, The Bahnsen Group - CA is dedicated to providing top-tier financial advice and guidance. Visit us today to learn more about how we can help you secure your financial future.
520 Newport Center Dr STE 300, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Edwin Yoon
● ClosedMerrill Lynch Financial Advisor Edwin Yoon, located at 520 Newport Center Drive, Newport Beach, California, United States, offers personalized wealth management strategies tailored to your financial goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Edwin Yoon can help you navigate today's changing markets and explore financial possibilities. Backed by a team of experienced specialists, he is dedicated to building strong client relationships based on trust and personalized service. Through the Merrill Personal Wealth Analysis™, a personalized plan can be created to help you achieve your goals and manage your wealth effectively. By understanding your investment personality and financial aspirations, Edwin Yoon can develop a customized approach designed to address your financial needs and help you pursue what matters most to you. With a focus on ongoing communication and adjustments to your financial approach as your life changes, Edwin Yoon is committed to helping you stay on track to achieve your goals. Contact Merrill Lynch Financial Advisor Edwin Yoon to begin building a customized investment strategy that reflects your unique needs and priorities.
520 Newport Center Dr, 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 Maureen Tschopp
● ClosedMerrill 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.
520 Newport Center Dr, 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 -
Merrill Lynch Financial Advisor Jeff C Jen
● ClosedMerrill 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.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Quintessential Financial Corporation
● ClosedQuintessential 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.
2372 SE Bristol St, Newport Beach, CA 92660, United States -
Riyad M. Said - Key Client Advisor
● ClosedRiyad 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.
4400 MacArthur Blvd Suite 100, Newport Beach, CA 92660, United States -
Compak Asset Management
● ClosedCompak Asset Management is a leading finance institution located at 1801 Dove Street in Newport Beach, California, United States. With a focus on providing expert asset management services, Compak Asset Management offers tailored investment solutions to help clients achieve their financial goals. Our team of experienced professionals is dedicated to delivering personalized advice and strategies to maximize returns and minimize risks for our clients. Trust Compak Asset Management to help you navigate the complex world of finance and secure your financial future.
1801 Dove St, 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 -
Merrill Lynch Financial Advisor William R Wheatley
● ClosedMerrill 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.
520 Newport Center Dr, Newport Beach, CA 92660, United States
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