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TOP 30 Us of e portfolio in Newport Beach, CA
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Andrew S. Rose
Andrew S. Rose is a reputable law firm located at 1200 East Balboa Boulevard in Newport Beach, California. Specializing in various areas of law, the firm is known for its dedication to providing top-notch legal services to clients in the United States. With a team of experienced and knowledgeable lawyers, Andrew S. Rose is committed to helping individuals and businesses navigate the complex legal system with professionalism and expertise. Whether you are in need of legal advice, representation in court, or assistance with a legal matter, Andrew S. Rose is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Signature Estate & Investment Advisors, LLC
Signature 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.
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