Top financial advisors in Newport Beach, CA
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
If you have significant assets in Newport Beach, CA, managing your wealth here means navigating high income taxes alongside unique local rules like Proposition 13, which can cap property tax increases. Without an advisor familiar with these nuances, you might miss opportunities to protect your wealth or face unexpected tax burdens.
- Local tax knowledge. Confirm how they integrate California's income tax rates and Proposition 13 limits into your long-term plan.
- Property tax strategy. Ask how they help clients leverage property tax caps to reduce ongoing expenses.
- Income and estate planning. Ensure they consider state tax impacts on your income streams and inheritance plans.
- Experience with local markets. Look for advisors who understand Newport Beach's real estate and investment environment to align your portfolio accordingly.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Curtis C
Series 65
Newport Beach, CA
Mariner
Curtis Calomeni, based in Newport Beach, CA, offers expertise in private and alternative investments along with options and derivatives strategies, which can be valuable for managing complex local tax scenarios like Proposition 13. Working at Mariner Wealth, a large firm with a flat-fee structure, he serves high-net-worth clients and combines active and passive investment approaches, distinguishing him from advisors with smaller practices or narrower service scopes.
Experience: 4 years
Avg account: $2,116,909
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Christina H
CFP®, Series 66, Series 65
Newport Beach, CA
Mercer Global Advisors Inc.
Christina Hung is well-equipped to assist high-net-worth clients in Newport Beach, CA, with her 13 years of experience and CFP® certification, offering expertise in private investments, ESG strategies, and retirement plans for business owners. Affiliated with Mercer Global Advisors, a large firm known for a globally diversified investment approach and flat-fee structure, she provides comprehensive planning that integrates local tax considerations and estate planning services.
Experience: 13 years
Avg account: $2,214,259
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Robert M
Series 65
Newport Beach, CA
Gibbs Wealth Management, LLC
Robert Messina's 18 years of experience and Series 65 designation equip him to navigate Newport Beach's complex tax environment, including Proposition 13 implications. At Gibbs Wealth Management, he focuses on risk management, tax efficiency, and guaranteed-income solutions, serving high-net-worth clients with discretionary portfolio management and a 0.45% AUM fee, distinguishing him through a blend of analytical approaches and insurance expertise.
Experience: 18 years
Avg account: $195,262
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Peter C
Series 63, Series 65
Newport Beach, CA
Ameriprise
Peter Christenson's 30 years of experience and focus on retirement income strategy make him well-suited for managing wealth in Newport Beach, where tax-efficient retirement planning is crucial. Affiliated with Ameriprise, a large firm offering advisory, brokerage, and insurance solutions, he provides personalized, research-driven plans with a competitive 0.15% AUM fee, distinguishing him from advisors with smaller firm resources.
Experience: 30 years
Avg account: $471,167
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James F
CFA®, Series 63
Newport Beach, CA
J.P. Morgan Securities
James Fletcher's 14 years of experience and CFA® designation equip him to manage wealth effectively in Newport Beach, considering local tax nuances like Proposition 13. Affiliated with J.P. Morgan Securities, a large firm offering institutional consulting and customized investment services, he serves executive and founder clients with a 0.30% annual AUM fee, distinguishing him through access to broad institutional resources and tailored wealth management.
Experience: 15 years
Avg account: $318,381
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