Financial Advisors in Newport Beach, California (Orange County)

Ronnie Kahn, CFP
Ronnie Kahn is a financial planner and registered investment adviser in Woodland Hills, CA, serving the greater Los Angeles area. Kahn's firm Accumulation Strategies, founded in 1998, specializes in fee-only financial planning and wealth management advice. Accumulation Strategies uses its independence to help return a sense of well-being to our money life and avoid common traps and pitfalls around money. When it comes to money, couldn't you spare a change?... See More

Ventura Advisors provides custom wealth advisory services. We aim to know our clients so well that we can share our expertise, acquired through years of experience and study, to ensure that our clients consistently make the best financial decisions. Whether growing wealth, financing college, funding retirement, or making any of the other important decisions that every family faces, we will be the trusted advisor that makes the complex manageable.

We are a fee-only firm, so we are only compensated directly by our clients. This assures our clients that our advice is in their best interest, and not tainted by compensation from a third party.... See More

Comprehensive Financial planning.

Alan Charles Hewitt, CFP, EA
AL Hewitt Inc., is a fee-only financial planning firm with offices in Ventura and Los Angeles County. AL Hewitt Inc. specializes in financial and retirement planning services for public safety professionals. We have an in-depth knowledge of various deferred compensation plans and the Los Angeles City DROP program.
We do not charge a percentage of assets under management, we charge flat annual retainer fees for all of our services.... See More

Woodson Wealth Management is a fee-only financial advisory firm dedicated to providing fiduciary advice so you can focus on doing what you love to do with ZERO financial stress. Learn more about us and our process at www.woodsonwm.com

A California Licensed Professional Fiducairy #615 offering fee only comprehsensive financial planning and consulting, and fiduciary services.

Leslie Merrithew, CFP, EA
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Comprehensive Fee-Only Planning and Asset Management.

Andrew Russell, CFP, MBA
Our client loyalty is a source of pride. Trust is earned and demonstrated by monitoring our clients’ financial needs every step of the way with well-credentialed, experienced planners. Our objective is to plan, simplify and monitor your wealth via multidisciplined strategies (investments, taxes, executive pay, IRA distributions etc.) to reach goals and achieve peace of mind during your and your heirs’ lifetimes. We try to avoid conflicts of interest. Our efforts are rewarded with client and professional referrals, local and national recognition. Most important are our clients’ respect and appreciation. If you desire our committed approach, please call us.... See More

Greg Jankowski, BS, CFP, MBA
Our firm's business philosophy is simple - deliver institutional-caliber wealth management services to individuals, families, and non-profit organizations, while providing a personalized client experience within a conflict-free environment. Central to this philosophy is a total separation between advice, products and custody, Delphi does not use any proprietary products, receives no commission-based income (nor do we revenue-share with any of the third-party managers that we utilize in client portfolios), and utilizes independent institutional custodians to hold our clients' assets. Our firm does not utilize "model portfolios", and instead customizes each portfolio based upon a client's long-term goals, risk tolerance and spending expectations.
Our investment philosophy focuses primarily on asset allocation, as we believe that the combination of asset classes used in a client's portfolio will have a significantly greater impact on the portfolio's long-term returns than the selection of particular securities. Portfolios are intelligently constructed and utilize a variety of minimally-correlated asset classes specifically designed to work together as a whole. Our belief is that this philosophy can mitigate risk without materially impacting the long-term expected returns. These attributes are all done under an umbrella which aims at minimizing tax impact, and focuses on matching a client's net-of-tax returns with their goals. ... See More

Margot Dorn, CFP, CPA, MSBA
Dorn Financial is an hourly, fee-only financial planning firm in San Diego, California. We offer financial advice as one-time engagements as well as ongoing engagements and periodic checkups. We provide reviews and second opinions on investment portfolios, tax strategies, cash flow and budgeting as well as risk management. As part of each engagement we give you step-by-step instructions so you can implement our advice.Here is how we work: We offer a free initial Get Acquainted Meeting. This is usually conducted in person. We will give you an estimate, upfront, of the expected fee. You can choose how much we work for you.
We can work together in person, by phone or via email. Annual checkups are recommended, but not required.... See More

Jodi Vleck, CFP
While we certainly can't predict what the future will bring - we can predict with certainty how well we prepare for it and how we respond to challenges and opportunities along the way. And that's precisely what we help our clients do: apply meticulous planning and rational, strategic decision-making to the pursuit of their lifelong financial goals.
As advisors, we believe there is an intricate, elegant science to the management and preservation of significant wealth. So we adhere faithfully to proven principles and approach our work with an academic attention to detail.... See More

I am a person, not a company. What this means is that I look to help you, personally! I am not a 1-800 number, you will always get real life advice based on your situation. I look at the real underlying issues that surround people and their personal situationstatement before advising any product or agreement.

You are my focus. I seek to serve in an uncommon unconditional manner in which you will always be represented professionally and with your interests first!

My difference is me! I focus on helping clients get what they are truly looking for, and help translate the financial world into easy to understand and simple steps.

I focus on EDUCATION! You are the best and most qualified person to make decisions, therefore I believe in educating YOU on what matters and can help you the most, so that YOU can make the decision.

Our relationship MATTERS. Working together is a success, not a dollar amount. Money comes and goes, but a strong professional relation brings trust and loyalty, but more importantly, someone you can count on throughout the years. Not a one time deal with no contact!

I look forward and am grateful to my clients, how can I help You?... See More

Jeffrey Platt, CFA, CFP, JD
Wealth Quest Partners, Inc., is an independent, fee-only wealth management firm providing financial planning and investment management services. Our mission is to make a meaningful difference in the lives of our clients by providing professional and compassionate financial guidance.... See More

Jean Sinclair, BA, CFP, MBA, MS
Meeting your unique needs and helping you realize your dreams - that's our mission at Avenue Advisors. With our investment management and financial planning services, you'll achieve greater control over your financial life and future as you move towards realizing your dreams, goals and objectives. You will receive full transparency in our working relationship. We are Fee-Only advisors because we wish to avoid potential conflicts of interest relating to recommendations of financial products. We do not sell products, accept commissions or accept or pay referral fees. We are paid solely by client fees and work only for our clients. Thank you for taking the time to determine whether we can help you. Please call us at or e-mail us at to start or continue the conversation. ... See More

Paul Hynes, CFP
Some people let emotions, inexperience or lack of understanding cloud judgment when it comes to money. It's our goal to educate, empower and inspire people to make intelligent decisions. With 30 years of experience as a financial advisor, I'm ready to watch the financial backs of people and families through all phases of their lives.
If the advice you get isn't all about you, then it may not be advice at all. It may be a veiled sales pitch. Whether it's your retirement, a tax situation, your estate, or managing your wealth, it's essential that your advisor understand you and your money issues. With no hidden agendas. As independent advisors, we're positioned to do just that. The way we are paid is totally transparent, simple, and easy to understand. It puts us all on the same page. This is why HearthStone | Private Wealth Management & Wealth Planning is an independent firm and why that is important to you.... See More