Financial Advisors in Newport Beach, California (Orange County)

William Duff, BA, CFP, MBA
Duff Financial Advisory Services provides financial planning and investment management services. Our clients include individuals and couples that are retired or approaching retirement. Many are professionals, educators, and small business owners that seek a long-term relationship with their financial advisor. Please visit our webpage at www.wpduff.com for more information.... See More

Scott Colton, CPA/PFS, MST
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I am a financial advisor who helps women identify their retirement goals, evaluate their long-term income needs and generate a cash flow to help them live securely and comfortably throughout retirement. Whether they are married, divorced, widowed, or never married, women need to know how to generate an income stream that will last throughout their lifetime so that they feel more secure about their financial future. My objective is to help women clients preserve their wealth, manage their risk, and free up their time so that they can do the things that are truly enjoyable in life.... See More

Mark Seiler, CPA/PFS
Seiler & Associates provides comprehensive financial planning and wealth management services. Our mission is simple – help our clients reach and exceed all their financial goals. We do this by developing deep and long-standing relationships with them. We learn about what’s important to them, whether it be material wealth, taking care of their family, or contributing to society. We then devise a plan that optimizes their chances for success. Our full wealth plan includes an analysis of your investments, cash flow, retirement goals, tax planning strategies, and insurance and estate planning. Our clients include individuals and couples that are retired or approaching retirement. Many are professionals, small-business owners, and other individuals who’ve simply worked hard for their entire lives to create a nest egg for themselves. We offer a complimentary consultation; please contact us to schedule a time. ... See More

What started as a family business idea in 2015 has grown into a trusted advisor source for many throughout California and several other states. We built our firm on the belief that everyone deserves better and we wholeheartedly believe in always putting our clients’ interests first to achieve more together. We are a proud member of Buckingham Strategic Partners (formerly the BAM ALLIANCE) an active community of independent wealth management firms throughout the United States. Every member of the Buckingham shares our fiduciary pledge to act in their clients’ best interests and help investors and their families take control of their financial futures.... See More

David Anderson Online we help and assist our clients to either expand their current business, or to start their new business the right way by capitalizing on the knowledge we have built up in many different arenas and markets over the past 15 years.

Gabriel Anderson, CFP, ChFC, CLU
Hi, my name is Gabe and I founded Crafted Wealth. I'm a CERTIFIED FINANCIAL PLANNER who has been helping entrepreneurs, entertainment, and tech professionals align their values with their financial decisions, grow their wealth, and establish good financial habits.
I currently live in Los Angeles, CA; one of the most financially demanding cities in the country. It can feel hard to get ahead with the high cost of living and lifestyle expectations that surround us. It's important to strike a balance between your values, lifestyle, and long-term goals. My business was not only built on these principles; I've helped shape the financial habits of my clients in the same way.
At Crafted Wealth, our only incentive is to help you grow and make good decisions with our guidance. Our values reduce the chance for conflicts of interest that exist in other advisory models. This mirrors what all generations seek when entrusting a professional with their finances. All relationships are built on trust and we take the initiative to start on the right foot.
Be proactive and take the time to plan your life now so you can be prepared when life happens.
Click here to schedule a call.
Learn more at CraftedWealthManagement.com... See More

Samuel Rad is one of the best financial advisors in Los Angeles. As a Fiduciary, he will always place your interest ahead of any company. He also does not work for any brand, so you will never be pressured into any products!

Andy Edstrom, CFA, CFP
WESCAP Group is an independent Registered Investment Advisory firm offering investment management and financial planning services to a diverse client base of individuals and families.
Founded in 1988, we are headquartered in Glendale, California, and serve clients throughout the United States. Our extraordinary client retention rate is driven by superior long-term performance, thoughtful financial advice and an unwavering commitment to putting our clients' interests first.
We are objective, unbiased, and pursue the highest possible standards in everything that we do. Our distinctive attributes are: * Visionary portfolio construction * Extensive experience & education * Quantifiable results * Independence and integrity
We provide exceptional service for our clients and strive to develop lifelong relationships. WESCAP Group is one of the most well-established advisory firms in NAPFA's Los Angeles region. Contact us today to arrange for a complimentary initial consultation and portfolio review.... See More

Thomas Stout, CFP, MBA
Stout Capital Management LLC (SCM) is an independent, fee-only, Registered Investment Advisor that provides comprehensive wealth management services. For over 15 years we have been helping clients plan for, and achieve their financial goals and objectives. Combined we have over 60 years of experience in academia, tax planning, corporate finance, investment management, and financial planning that we have focused into the business of SCM. We are proud to be an independent, family owned firm, which promotes a trustworthy and personable experience for our clients.... See More

Boonseon Gudmundsen, CFP
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Hillel Katzeff, BA, CFP, MBA

Donald Hance, Jr, CFP, EA
Glenmore Financial, Inc. is a fee-only personal financial planning advisory firm. We provide comprehensive financial and investment planning for a fee and receive no commissions from the purchase or sale of products. Our goal is to form long-term relationships with our clients so as to create, implement and manage comprehensive financial plans on an on-going, proactive basis. The firm's principal, Don Hance, MBA, EA, CFP, has over 35 years experience in the financial services industry. Our clients benefit from that depth of experience, while also being assured the client's interest always come first.
Glenmore Financial provides these services as part of a comprehensive planning process: Tax Planning Individual Income Tax Return Preparation Retirement Planning Review of Insurance Coverage and Needs Estate Planning - Will and Health of Power of Attorney Investment Portfolio Review Budgeting and Record Keeping Goal Setting Asset Allocation and Investment Implementation General Financial Planning ... See More

Alan Goodstein, CFP
I have been an advisor for 23 years. I believe that financial advice should be available to everyone.
I started as a stock broker with DeanWitter-Morgan Stanley in 1993. experience that is hard to come by. I have been in independent practice since 2001.
We like to meet and work closely with our clients. We have the ability to work with them by face time and Skype if that if needed. Everything we do is to get our clients to where they need to be.
As a Certified Financial planner since 1993 I take the fiduciary role that you do what is right by the client first as an absolute.... See More

Inga Chira, CFP, PhD
Attainable Wealth is a fee-only, virtual, comprehensive financial planning and investment management firm with no asset minimums. I am an applied academic. I work with many people in their 30s and 40s whose life revolves around academia: professors, administrators, and supporting staff. I also do planning for individuals who are contemplating a Ph.D. ... See More