Newport Beach, CA Financial Advisors and Resources



Financial Advisor Firms in Newport Beach, CA


FELL CAPITAL MANAGEMENT

Website

(949) 476-5056

1001 Dove Street, Suite 230

Newport Beach, CA 92660

SEC#: 801-34774
Years in Business: 32 years

JRL CAPITAL ADVISORS LLC

Website

(949) 650-2928

20371 Irvine Ave
Suite A-140
Newport Beach, CA 92660

SEC#: 801-57158
Years in Business: 21 years

J.DEREK LEWIS & ASSOCIATES, INC.

Website

(949) 752-9096

1001 Dove Street
Suite 155
Newport Beach, CA 92660

SEC#: 801-67339
Years in Business: 14 years

GSI CAPITAL ADVISORS LLC

Website

(833) 734-8474

23 Corporate Plaza
Suite 150
Newport Beach, CA 92660

SEC#: 801-66702
Years in Business: 15 years

CWS CAPITAL PARTNERS LLC

Website

(800) 466-0020

14 Corporate Plaza
Ste. 210
Newport Beach, CA 92660

SEC#: 801-107474
Years in Business: 5 years

BELL & BROWN WEALTH ADVISORS, LLC

Website

(949) 396-1088

14 Corporate Plaza
Suite 100
Newport Beach, CA 92660

SEC#: 801-96196
Years in Business: 6 years

MIRAMONTES CAPITAL, LLC

Website

(180) 046-1595

620 Newport Center Drive
#650
Newport Beach, CA 92660

SEC#: 801-110012
Years in Business: 4 years

SAPIENCE INVESTMENTS, LLC

Website

(949) 662-1011

520 Newport Center Drive
Suite 650
Newport Beach, CA 92660

SEC#: 801-108274
Years in Business: 5 years

RBA WEALTH MANAGEMENT, LLC

Website

(949) 945-2104

520 Newport Center Drive
Suite 740
Newport Beach, CA 92660

SEC#: 801-112189
Years in Business: 3 years


How Retirement-Friendly is Newport Beach, CA?

  • Population: 85,694
  • % of Population 62 Years and Over: 26.9%
  • Average Home Value: $1860,800
  • Average Monthly Housing Cost: $2,561
  • Average Household Income: $214,047
  • California Total Tax Burden: 9.48% (10th Highest in U.S.)
  • California Property Tax: 2.64% (19th Lowest in U.S.)
  • California Individual Income Tax: 3.78% (4th Highest in U.S.)
  • California Sales and Excise Tax: 3.06% (17th Lowest in U.S.)


Newport Beach, CA Financial Advisor FAQs

Personal financial advisors help clients manage their savings through a variety of different avenues. While this often includes investment advice or even investment portfolio management, traditional financial advisors can specialize in plenty of other areas too. Some of these areas include estate planning, tax strategy, and insurance policy selection. Financial advisors can have a wide range of expertise and can obtain additional education and licenses to specialize in a certain area if they so choose. Many financial advisors live and work in the same communities as their clients and build up years-long relationships with those clients as they manage their money. While personal financial advisors focus on clients with enough savings to invest over a long term, robo-advisors help with clients looking for basic investment advice. These robo-advisors are computer algorithms which respond to the data that clients input.
With its pristine beaches, picturesque piers and popular marina, Newport Beach is one of the most iconic places in Orange County. Its commercial hubs of Lido Isle and the Fashion Island mall are popular spots for local shoppers and tourists alike, while its beachfront shops and restaurants seem to always be buzzing. Shoreline spots like the Wedge and Corona Del to the south or Newport Pier to the north are often flocked to by tourists while the Balboa Pier presents a fun, carnival-like atmosphere. Meanwhile, luxury homes pack the streets in some of the highest-valued private property in the United States. Financial advisors who serve Newport Beach also serve: Laguna Beach, Corona Del Mar, Huntington Beach, Mission Viejo, Laguna Niguel, San Clemente, Dana Point, Coto De Caza, Seal Beach, Irvine, and Orange County.