About Our Newport Beach Office
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.
Want to talk to someone from our Newport Beach Office?
Get in touch and put our experienced Newport Beach-based team to work on your behalf.
Office Hours
Mon - Fri: 8:30 AM-5:00 PM ET
Contact
Office Phone: (949) 397-2439
Check Verifications & Banking Inquiries:
(800) 830-0549
Client Access
Support for BNY Mellon Wealth Online:
(800) 880-5631
Local Leadership
Our Newport Beach Team
Robert Kricena
President, Head of U.S. Markets
Edward Mora
Regional President- Orange County
Daniel D'Ambrosio
Team Lead- Family Office
Want to know more?
Send us an email and we’ll schedule a call that works for you.