Wealth management advisor in Long Beach, CA
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RBC Wealth Management Branch - Long Beach
● ClosedRBC Wealth Management Branch in Long Beach is a leading finance institution located at 3010 Old Ranch Parkway in Seal Beach, California. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, investing for the future, or looking to grow your assets, our team is here to provide expert guidance and support. Visit us today to learn more about how we can help you secure your financial future.
3010 Old Ranch Pkwy #440, Seal Beach, CA 90740, 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 -
Theresa Allen - RBC Wealth Management Financial Advisor
● ClosedTheresa Allen - RBC Wealth Management Financial Advisor is a trusted financial institution located at 610 Newport Center Drive in Newport Beach, California. As a dedicated financial advisor, Theresa Allen provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing expert financial guidance, Theresa Allen is committed to helping clients navigate the complex world of finance with confidence and peace of mind. Contact Theresa Allen today to learn how she can help you secure your financial future.
610 Newport Center Dr Suite 900, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Steven J Bernardy
● ClosedMerrill Lynch Financial Advisor Steven J Bernardy is a Senior Vice President and Senior Financial Advisor located at 520 Newport Center Drive, Newport Beach, California, United States. With over 20 years of experience in finance, Steven helps his clients determine long-term financial goals and implement wealth management strategies. He specializes in estate planning and works closely with advisors to develop personalized estate plans. Steven is actively involved in charitable organizations, including Olive Crest, and has been volunteering there for over 30 years. He is dedicated to building strong client relationships based on trust and personalized service, supported by the global resources of Merrill. Steven's mission is to understand his clients' goals and priorities, and to develop a customized investment approach to help them achieve financial success. Whether you are planning for retirement, saving for a home, or funding a child's education, Steven is committed to helping you pursue what matters most to you. With access to the investment insights of Merrill and banking solutions from Bank of America, he will work with you to develop a financial approach tailored to your needs. Steven is registered to do business in multiple states and offers personalized investment strategies and comprehensive financial solutions to help you reach your goals. Contact Merrill Lynch Financial Advisor Steven J Bernardy to start planning for your financial future today.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Rolando Lopez
● ClosedMerrill Lynch Financial Advisor Rolando Lopez, located at 520 Newport Center Drive in Newport Beach, California, is a finance institution dedicated to understanding your values and helping you achieve your financial goals. The team believes in one-on-one conversations to truly get to know you and your family's aspirations for the future. By listening and learning about your priorities, they can customize a financial approach that aligns with your individual goals and legacy plans. The institution offers the Investment Personality Assessment to gain a deeper understanding of your investing preferences and tailor a financial strategy that suits your needs. With access to the global resources of Merrill and banking solutions from Bank of America, they work with you to develop a personalized plan to manage, grow, and preserve your wealth for the long term.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Lung Wealth Advisory of Raymond James
● OpenLung Wealth Advisory of Raymond James is a premier finance institution located at 660 Newport Center Drive in Newport Beach, California. Our team of experienced financial advisors provides personalized wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and delivering exceptional service, we offer comprehensive financial planning, investment management, retirement planning, and estate planning services. Trust Lung Wealth Advisory of Raymond James to provide expert guidance and support for all your financial needs.
660 Newport Center Dr # 570, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Nazanin Saidi
● OpenBank of America Private Client Advisor Nazanin Saidi is a Senior Vice President at the institution located in Newport Beach, California. Nazy works closely with high-net-worth individuals, families, family offices, and institutions to devise tailored wealth strategies that align with their needs and long-term goals. She leads a team of specialists to streamline and advance various areas of wealth management, including investment management, trust and estate planning, credit, family office services, and philanthropy. Nazy is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in financial services. She is dedicated to helping clients make sound financial decisions and achieve their goals. In her free time, Nazy is actively involved in volunteer organizations in Orange County, such as Harvesters, which raises awareness and funds for Second Harvest Food Bank. She enjoys running, traveling, and spending time outdoors with her husband and two children. Bank of America Private Bank has been assisting clients in managing significant wealth for over 200 years, offering personalized strategies to help individuals, families, businesses, and institutions achieve their financial objectives. The institution values innovation and strives to anticipate and respond to the evolving financial landscape.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
Brian McHenry - Sr. Wealth Financial Advisor
● ClosedBrian McHenry - Sr. Wealth Financial Advisor is a reputable finance institution located at 4400 Macarthur Boulevard in Newport Beach, California, United States. As a seasoned financial advisor, Brian McHenry provides expert guidance and personalized strategies to help clients achieve their wealth management goals. With a focus on building long-term relationships and delivering top-notch service, Brian McHenry is dedicated to helping individuals and families navigate the complexities of financial planning and investment management. Trust Brian McHenry - Sr. Wealth Financial Advisor to provide sound advice and support for your financial future.
4400 MacArthur Blvd Suite 100, Newport Beach, CA 92660, United States -
Hamy Sharifi - Private Client Advisor
● ClosedHamy Sharifi - Private Client Advisor is a leading financial institution located at 4400 Macarthur Boulevard in Newport Beach, California. As a private client advisor, Hamy Sharifi offers personalized financial services to high-net-worth individuals, helping them achieve their financial goals and secure their financial future. With a focus on wealth management, investment strategies, and financial planning, Hamy Sharifi provides tailored solutions to meet the unique needs of each client. Trustworthy, knowledgeable, and dedicated, Hamy Sharifi - Private Client Advisor is committed to providing exceptional service and building long-lasting relationships with clients.
4400 MacArthur Blvd Suite 100, Newport Beach, CA 92660, United States -
Brad Weber - Private Client Advisor
● ClosedBrad Weber - Private Client Advisor is a reputable finance institution located at 4400 Macarthur Boulevard in Newport Beach, California, United States. As a trusted private client advisor, Brad Weber offers personalized financial services and advice to high-net-worth individuals and families. With a focus on building long-term relationships and providing tailored solutions, Brad Weber helps clients navigate complex financial situations and achieve their wealth management goals. Trust in Brad Weber - Private Client Advisor for expert financial guidance and a customized approach to managing your assets.
4400 MacArthur Blvd Suite 100, Newport Beach, CA 92660, United States -
Veronica Giordano - Private Client Advisor
● ClosedVeronica 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.
4400 MacArthur Blvd Suite 100, Newport Beach, CA 92660, United States -
Amr Elgamal - Private Client Advisor
● ClosedAmr Elgamal - Private Client Advisor is a finance institution located at 4400 Macarthur Boulevard in Newport Beach, California, United States. Our dedicated team of professionals provides personalized financial advice and services to high-net-worth individuals looking to grow and protect their wealth. With a focus on building long-term relationships and understanding each client's unique financial goals, we offer tailored solutions to help our clients achieve financial success. Trust in Amr Elgamal - Private Client Advisor for expert guidance and support in managing your wealth.
4400 MacArthur Blvd Suite 100, Newport Beach, CA 92660, United States -
Bank of America Private Client Advisor Heidi Lynn
● OpenBank of America Private Client Advisor Heidi Lynn is a Managing Director with Bank of America Private Bank in Newport Beach, California. Specializing in serving high-net-worth clients with complex wealth management needs, Heidi utilizes her extensive analytical experience and personalized approach to help clients achieve their short and long-term financial goals. With a team of specialists in investment management, trust and estate planning, lending, and philanthropy, Heidi creates comprehensive wealth management plans tailored to each client's unique situation. Fluent in Japanese and holding the CERTIFIED FINANCIAL PLANNER™ certification, Heidi is dedicated to building transparent relationships and providing top-notch financial advice. The institution, located at 500 Newport Center Drive, Newport Beach, California, is committed to helping clients navigate the challenges of managing significant wealth and achieving their financial objectives. With a focus on innovation and personalized service, Bank of America Private Bank strives to make clients' goals a top priority.
500 Newport Center Dr, Newport Beach, CA 92660, United States -
George Otto - RBC Wealth Management Financial Advisor
● ClosedGeorge 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.
610 Newport Center Dr Suite 900, Newport Beach, CA 92660, United States -
WCM Investment Management
● ClosedWCM Investment Management is a finance institution located at 281 Brooks Street in Laguna Beach, California, United States. Our investment philosophy is centered around intentional cultures focused on simple, achievable goals, which are reflected in our organizational ethos. We aim to generate long-term, sustainable excess returns for our clients through innovation, employee incentives aligned with client objectives, and a flat power structure that promotes meritocracy and debate. We offer equity investment advisory services for a diverse range of clients, including corporations, individuals, funds, plans, endowments, and foundations. Our original equity research forms the basis for our goal of achieving long-term excess returns. As an independent asset management firm, we are driven by a spirit of broad-based employee ownership and operate as a profitable, financially sound company with no debt. Explore our institutional and investor class mutual funds on our website for more information.
281 Brooks St, Laguna Beach, CA 92651, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors in Seal Beach, California is a reputable finance institution located at 3020 Old Ranch Parkway. As a trusted name in the industry, Wells Fargo Advisors offer a wide range of financial services including investment advice, wealth management, retirement planning, and more. With a team of experienced financial advisors, clients can expect personalized solutions tailored to their individual needs and goals. Whether you are looking to grow your wealth, plan for the future, or secure your retirement, Wells Fargo Advisors is committed to helping you achieve financial success.
3020 Old Ranch Pkwy Suite 190, Seal Beach, CA 90740, United States -
Doug Bailey - RBC Wealth Management Branch Director
● ClosedDoug Bailey - RBC Wealth Management Branch Director is a prestigious finance institution located at 3010 Old Ranch Parkway in Seal Beach, California, United States. As a branch director, Doug Bailey leads a team of experienced financial advisors who provide personalized wealth management services to clients. With a strong focus on building long-term relationships and delivering tailored financial solutions, Doug Bailey - RBC Wealth Management Branch Director is dedicated to helping clients achieve their financial goals and secure their financial future.
3010 Old Ranch Pkwy #440, Seal Beach, CA 90740, United States -
Cosgrove Wealth Management - UBS Financial Services Inc.
● OpenCosgrove 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.
888 San Clemente Dr Suite 300, Newport Beach, CA 92660, United States -
Merrill Lynch Private Wealth Advisor Louis A Berlin
● OpenMerrill Lynch Private Wealth Advisor Louis A Berlin is a finance institution located at 520 Newport Center Drive, Newport Beach, California, United States. This institution provides industry-leading research and expert analysis to help clients stay ahead in managing their significant wealth. The team at Merrill Private Wealth Management is rigorously trained to meet specialized needs with personalized service, focusing on building relationships based on trust. Louis Berlin, born and raised in the San Francisco bay area, has been serving families as a Financial Advisor for over 40 years. Mark, also part of the team, started his career in the financial services industry at Merrill in 1985. Timothy Taraba joined the team in 2017, bringing his expertise in finance and economics. Nicki Nie focuses on providing clients with a seamless experience, offering a range of services and administrative duties.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Mark T. Taylor
● ClosedMerrill 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.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Merrill Lynch Financial Advisor Peter M Wernemar
● ClosedMerrill 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.
520 Newport Center Dr, Newport Beach, CA 92660, United States -
Tara Kimmins - Private Client Advisor
● ClosedTara Kimmins - Private Client Advisor is a finance institution located at 4400 Macarthur Boulevard in Newport Beach, California. As a private client advisor, Tara Kimmins provides personalized financial guidance and services to high net worth individuals. With a focus on building long-term relationships and understanding each client's unique financial goals, Tara Kimmins helps clients navigate complex financial decisions and achieve their financial objectives. With a strong reputation for professionalism and expertise, Tara Kimmins - Private Client Advisor is a trusted partner for individuals seeking tailored financial solutions.
4400 MacArthur Blvd Suite 100, Newport Beach, CA 92660, United States -
Gregory Zappas - Morgan Stanley Private Wealth Advisor
● OpenGregory Zappas - Morgan Stanley Private Wealth Advisor is a prestigious financial institution located at 800 Newport Center Drive in Newport Beach, California, United States. As a private wealth advisor, Gregory Zappas provides personalized financial planning and investment management services to high-net-worth individuals and families. With a focus on building long-term relationships and delivering customized solutions, Gregory Zappas helps clients achieve their financial goals and secure their financial future. Trustworthy and experienced, Gregory Zappas - Morgan Stanley Private Wealth Advisor is dedicated to providing top-notch financial services to clients in Newport Beach and beyond.
800 Newport Center Dr Ste 500, Newport Beach, CA 92660, United States -
Fourth Point Wealth
● ClosedFourth Point Wealth is a leading finance institution located at 4590 Macarthur Boulevard in Newport Beach, California. Our team of experienced financial advisors are dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on transparency, integrity, and long-term success, Fourth Point Wealth is committed to providing top-notch financial guidance and support to individuals and families. Contact us today to learn more about how we can help you secure your financial future.
4590 MacArthur Blvd Suite 500, Newport Beach, CA 92660, United States -
HCVT Long Beach
● ClosedHCVT Long Beach is a leading accounting and finance institution located at 100 Oceangate in Long Beach, California, United States. Whether you need tax, audit, advisory, or business management services, our solutions are customized to meet your specific needs. Our experienced team can help you navigate the risks and rewards of structuring a business sale or acquisition, minimizing risk and maximizing value. We excel in bringing clarity to complex tax and accounting issues, setting us apart from other CPA firms. Joining HCVT means building a career, not just having a job, with opportunities to grow and develop in your own way. Our dedication to excellence, continuous learning, and client service has earned us numerous industry accolades, reflecting our commitment to maintaining a supportive, employee-centric culture.
100 Oceangate 9th floor, Long Beach, CA 90802, United States -
Steve Crowder - Private Client Advisor
● ClosedSteve Crowder - Private Client Advisor is a top-tier financial institution located at 11202 Donner Pass Road in Truckee, California. As a dedicated private client advisor, Steve Crowder provides personalized financial services to high-net-worth individuals and families. With a strong focus on building long-term relationships, Steve offers tailored investment strategies, wealth management solutions, and comprehensive financial planning services. Trustworthy, experienced, and committed to excellence, Steve Crowder - Private Client Advisor is the go-to choice for affluent clients seeking expert financial guidance in the Truckee area.
11202 Donner Pass Rd, Truckee, CA 96161, United States -
U.S. Bank – Wealth Management Banker: Silvia Vanegas
● ClosedWelcome to U.S. Bank – Wealth Management Banker: Silvia Vanegas, your trusted partner in financial growth and security, located conveniently at 1401 Pacific Coast Highway, Hermosa Beach, California. Specializing in personalized financial solutions, Silvia Vanegas is dedicated to helping you achieve your financial goals through expert wealth management services. Whether you're looking to invest in your future, plan for retirement, or manage existing assets, Silvia offers tailored strategies to fit your unique needs. With a commitment to excellence and a deep understanding of the financial landscape, Silvia provides comprehensive advice and solutions designed to maximize your wealth potential.
1401 Pacific Coast Highway, Hermosa Beach, California 90254, United States -
Ovisto Wealth Management
● ClosedWelcome to Ovisto™ Wealth Management Located at 3780 Kilroy Airport Way, Long Beach, California, Ovisto™ Wealth Management is your trusted partner in achieving life's financial goals through holistic wealth management. Our dedicated team of experienced advisors is committed to understanding your unique financial situation and crafting a personalized strategy that encompasses all facets of your financial life, from income and expenses to investments and retirement planning.
3780 Kilroy Airport Way, Long Beach, California 90822, United States -
Dwight Wealth Management
● OpenWelcome to Dwight Wealth Management, your trusted partner in financial planning and investment services located in the heart of Long Beach, California. Situated at 3780 Kilroy Airport Way, our firm specializes in providing personalized financial solutions to help individuals, families, and businesses achieve their financial goals. At Dwight Wealth Management, we understand that every client has unique financial needs and aspirations. Our team of experienced financial advisors is dedicated to offering comprehensive services, including retirement planning, investment management, tax strategies, and estate planning. We pride ourselves on our commitment to building strong, long-lasting relationships with our clients, ensuring that we are with you every step of the way on your financial journey.
3780 Kilroy Airport Way, Long Beach, California 90806, United States -
Wells Fargo Advisors Financial Network
● OpenWelcome to Wells Fargo Advisors Financial Network, your trusted partner in financial planning and investment management, located at 3738 Bayer Avenue, Long Beach, California. Our dedicated team of experienced financial advisors is committed to helping you achieve your financial goals through personalized strategies and expert guidance. We offer a comprehensive range of services, including investment planning, retirement strategies, wealth management, and more, all tailored to meet your unique needs. At Wells Fargo Advisors Financial Network, we pride ourselves on building long-lasting relationships with our clients, founded on trust, integrity, and exceptional service. Visit us today to discover how we can assist you in navigating your financial future with confidence.
3738 Bayer Avenue, Long Beach, California 90808, United States
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