Our Newport Beach office offers more than 200 years of combined industry experience. Conveniently located on Pacific Coast Highway next to the Newport Beach Country Club, the office provides a broad range of wealth management services, leading with wealth planning, but focusing on business owner transitions, family law, and inherited wealth. In fact, over 70% of the office’s top 100 clients are former business owners who turned to us for transition planning. The office team holds numerous advanced financial planning degrees, with specializations in tax, estate, investment, divorce and business transition/exit planning. The team is proud of their strong client commitment, limiting their account loads to ensure personal relationships and a highly satisfying client experience, ultimately leading to unmatched client retention.
Market President- Orange County
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