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Top Rated Financial Advisors in Newport Beach, California

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Newport Beach, California is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Newport Beach, California with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Newport Beach, California near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

Mike Mess

Veracity Capital, LLC
Mike Mess, a financial fiduciary, provides financial services to clients in the Newport Beach, California area. Mike has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Estate Planning & Trusts
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Fidelity Investments

Jeff Halbert

Westmount Asset Management
Jeff Halbert, a financial fiduciary, provides financial services to clients in the Newport Beach, California area. Jeff has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $2,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Portfolio Management
  • Retirement Planning
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Wealth Management
    • Wealth Management
    • Money Management
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management

James Peters

Centaurus Financial
ChFC®
James Peters, a financial fiduciary, provides financial services to clients in the Irvine, California area. James holds a ChFC® certification. James has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Flat Fee
  • Based on Assets

    Asset Requirement: $25,000

    Name(s) of Custodian(s):
    Pershing

Simon Reeves

TideRock Financial LLC
Simon Reeves, a financial fiduciary, provides financial services to clients in the Irvine, California area. Simon has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    TD Ameritrade, Charles Schwab

Jerry Slusiewicz

Pacific Financial Planners
Jerry Slusiewicz, a financial fiduciary, provides financial services to clients in the Laguna Niguel, California area. Jerry has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Asset Requirement: $100,000

    Financial Services Provided:

  • Portfolio Management
  • Wealth Management
  • Money Management
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • View More

Matthew Pixa

My Portfolio Guide
Matthew Pixa, a financial fiduciary, provides financial services to clients in the Seal Beach, California area. Matthew has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $500,000

    Name(s) of Custodian(s):
    TD Ameritrade Institutional

Betty Azmoon

Griffin Financial, LLC
CFF, CDFA®
Betty Azmoon, a financial fiduciary, provides financial services to clients in the Anaheim, California area. Betty holds the CFF, CDFA® certifications. Betty has over 29 years of experience.

Additional Information:

Years of Experience:
29 Years

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Retirement Planning
  • 401K Rollovers
  • Risk Management
  • Estate Planning & Trusts
  • View More

John E. Meinert

Meinert Wealth Management LLC
AAMS®
John E. Meinert, a financial fiduciary, provides financial services to clients in the Long Beach, California area. John holds a AAMS® certification. John has over 25 years of experience.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Hourly
  • Commissions
  • Based on Assets

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Insurance Products & Annuities

    Name(s) of Custodian(s):
    LPL Financial LLC; PTC (Private Trust Company)

Michael Cannone

Westmount Asset Management
Michael Cannone, a financial fiduciary, provides financial services to clients in the Los Angeles, California area. Michael has over 22 years of experience.

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Fee-Only
  • Based on Assets

    Asset Requirement: $3,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management

Dash Investments

Dash Investments, a financial fiduciary firm, has been a Paladin Registry member since 2011 and provides financial services to clients in the Woodland Hills, California area.

Additional Information:

    Fee Structure

  • Fee-Only

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Estate Planning & Trusts

R.J. Kelly

Wealth Legacy Group, Inc.
CEPA®, MSFS, RICP®, AEP®, CLU®, ChFC®
R.J. Kelly, a financial fiduciary, provides financial services to clients in the San Diego, California area. R.J. holds the CEPA®, MSFS, RICP®, AEP®, CLU®, ChFC® certifications. R.J. has over 35 years of experience.

Additional Information:

Years of Experience:
35 Years

    Fee Structure

  • Fee-Based
  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Pure Financial Advisors, LLC

CFP®, AIF®
Pure Financial Advisors, LLC, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the San Diego, California area.

Additional Information:

    Fee Structure

  • Fee-Only
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management

    Name(s) of Custodian(s):
    TD Ameritrade, Fidelity Investments, Charles Schwab, Axos

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