Financial Advisors in Newport Beach, California (Orange County)

Jeffrey Borenstein
Lamia Financial Group, Inc. is an independent, fee-only wealth management firm with expertise in investment management, tax planning, and charitable planning. We are located in Thousand Oaks, California, serving the greater Los Angeles area, southern California, and clients across the country.... See More

Ted Fischer, CFP, QPFC

Michael Pash, AIF, CFP, MBA
Pure Financial Advisors, Inc. is a Fee-Only registered investment advisor. Our planners are credentialed, experienced and qualified to help you identify strategies to reduce taxes, reduce investment expenses and prudently manage your assets leading to and during retirement. We do not sell financial products or receive commissions. In 2007 Pure Financial Advisors began with a simple idea, what if you could bring together highly qualified advisors with the latest technology and research. And then create a business model designed to reduce or eliminate conflict of interest while delivering state of the art financial advice at an affordable price. We now have a growing firm with over a dozen advisors that are CPAs or CFP Board Certified professionals serving hundreds of clients and managing over 1 Billion dollars. Our rapid success as a firm is a reflection of the exceptional value that we have created for our clients. Please take a close look at how we do it, you may find yourself paying less in taxes, lower investment fees and feeling more confident that you are prudently managing your finances.... See More

David Duttenhofer, CFP
@import url(http://www.napfa.org/CuteEditor_Files/Style/SyntaxHighlighter.css);“Fee Only” Comprehensive Financial Planning for individuals, families and small business. Our priorities: 1.Integrity, 2.Experience-Thirty five years in financial services, 3.Service... See More

Christine Skoczek

Gregory Richardson, CFP, MS
Dowling & Yahnke, LLC

Stephan Goyette, CFP

Kenneth Gross, CFP, EA

I've been in the Financial Services industry since 2001 helping clients with their life insurance and retirement planning needs. I have spent the last 4 years helping clients with life insurance planning and life settlements. I just recently obtained my CERTIFIED FINANCIAL PLANNER(tm) designation.... See More

Independent investment advice since 1994. HFIS, Inc is dedicated to helping clients achieve their long-term financial goals utilizing balanced and diversified investment and risk management planning strategies. Helping Families Preserve Their Wealth.

Hartman Financial Planning is an independent Fee-Only firm, we work solely for our clients. All prices are disclosed up front. Only 1% of the nation’s financial planning firms operate in this manner. We can provide an overall financial plan reviewing all areas of your finances, a la carte advice, or a second opinion. We do not sell products, nor do we receive any commissions or third-party referral fees which ensures flexibility and objectivity. We are a Fiduciary. Free Get Acquainted Meeting.... See More

Steven Farrington, AIF, CFP, CPA
ESI is a fee-only financial planning firm offering services to individuals and small businesses. We are committed to help you achieve your financial and life goals by offering comprehensive and objective advice. We focus on your goals and work with all areas of your financial life - tax preparation and planning, investment strategies, insurance, estate planning, retirement planning, budgeting, and more - to create a financial plan that changes as your your circumstances change. We believe financial planning is a process, not an event.... See More

Robert Machado, BS, CFP, MBA, MSFP
Compass Rose Financial Planning & Investment Management is a Fee-Only, Full-Service Financial Planning Practice. We specialize in helping you "Chart Your Future" financial success. Our approach to financial planning focuses on you and fully understanding your unique set of financial objectives, then fashioning a customized comprehensive plan, tailored to helping you achieve your specific financial goals. Although we offer Comprehensive Financial Planning, you can define your scope of your immediate concerns and focus on those specific planning needs. We work in an objective, customized, and creative manner to provide smart solutions to satisfy real life financial needs. We provide comprehensive services that deliver smart and manageable solutions for you. Here are just a few of the services we offer: Goal Development Cash and Debt Management Tax Planning Estate Planning Insurance Planning Retirement Planning Educational Expense Funding Investment Planning Simply by contacting us, we can schedule with you a free initial consultation, with no additional obligations from you, to get acquainted with us and to identify the financial areas that could benefit you most from our financial planning services. Start planning your journey today!... See More

Charles Hayes, BS, CPA/PFS
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Our "Personal Financial Guardian" service provides a comprehensive program of total wealth management including taxes, tax planning, investment management and financial planning.... See More