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Brandon R

Series 63, Series 65

Newport Beach, CA

Unity Wealth Partners

Brandon Rivera is a financial advisor with Unity Wealth Partners in Newport Beach, CA, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked at multiple firms, including Crown Capital Securities and Regal Investment Advisors, and is founder of Nurture Financial Planning, which focuses on marketing and branding to attract clients in medical and healthcare professions. Rivera is also involved in several insurance-related businesses where he provides access to fixed life, health, and accident insurance products. Unity Wealth Partners serves individual and high-net-worth clients with discretionary investment management and financial planning. The firm employs a blend of multiple analysis methods and Modern Portfolio Theory, often implementing strategies through outside managers, and is notable for its involvement in fund sponsorship and its affiliation with related tax and fintech businesses.

Business ownership considerations Business exit / sale strategy Retirement income strategy Cash flow / budgeting Founder/Business Owner
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Noah K

Series 65

Newport Beach, CA

Unity Wealth Partners

Noah Kiedrowski is a Series 65 registered advisor with Unity Wealth Partners, bringing five years of industry experience. He has held roles at firms including Stock Options Dad, LLC, and has full-time employment as a Quality Control Manager at Dendreon Pharmaceuticals. Unity Wealth Partners serves individual and high-net-worth clients with discretionary investment management and financial planning, combining multiple analysis techniques with Modern Portfolio Theory and a mix of active and passive strategies. The firm commonly uses outside managers and operates with discretionary trading authority on client accounts.

Business ownership considerations Business exit / sale strategy Retirement income strategy Cash flow / budgeting Founder/Business Owner
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