Top active portfolio management financial advisors in Newport Beach, CA

Curtis Calomeni is a financial advisor at Mariner with three years of industry experience. He holds a Series 65 designation and has previously worked at Ocean Heights Advisors and BNY Mellon Wealth Management. Mariner serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations, offering investment management, financial planning, retirement plan consulting, and coordinated tax and family office services. The firm employs discretionary, customized portfolios supported by in-house research and third-party managers, with a notable integration of tax and accounting services uncommon for firms of its size.

Christina Hung is a CFP® with 13 years of industry experience and currently advises clients at Mercer Global Advisors Inc. in Newport Beach, CA. Her career includes prior roles at Mutual Securities, Inc., CETERA Advisor Networks LLC, and Argosy Wealth Management. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, and non-profits by offering investment advisory, financial, tax, retirement, and estate planning services. The firm employs a globally diversified, risk-appropriate investment strategy using low-cost ETFs, index funds, and other vehicles, and provides specialized services such as retirement plan consulting and charitable advisory.

Robert Messina is a financial advisor at Gibbs Wealth Management, LLC with 18 years of industry experience. He holds a Series 65 designation and previously operated Messina and Associates, Inc. DBA Financial Resources Group for ten years. In addition to his advisory role, he serves as president of FRG Insurance Solutions Inc., focusing on fixed indexed annuity and life insurance sales. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and advisory services, utilizing third-party platforms and a mix of analytical approaches to guide allocations. The firm emphasizes risk management, tax efficiency, and guaranteed-income solutions in its investment process.

Peter Christenson is a financial advisor with Ameriprise in Brea, CA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with Ameriprise and its affiliates since 2009. Outside of his advisory role, he works as an adjunct math instructor at Cypress College. Ameriprise provides a retirement-income planning service tailored to individuals with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver annual, personalized recommendation reports. The firm serves a broad client base through advisory, brokerage, and insurance solutions typical of a large institutional provider.

James Fletcher is a CFA® charterholder with 14 years of industry experience. He is currently affiliated with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A., having previously worked at First Republic Securities Company and First Republic Investment Management. Fletcher serves as Trustee and Chair of the Investment Committee for the Laguna Beach Community Foundation, where he oversees the management of donor and agency funds. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory capabilities with brokerage and investment management functions.

Jared Fruth is a financial advisor at Northwest Asset Management with four years of industry experience. He holds a Series 65 designation and previously worked at Securities America, Inc., KMS Financial Services, Inc., Oppenheimer Funds, and John Paul Mitchell Systems. Northwest Asset Management is a registered investment adviser managing approximately $3.6 billion for nearly 3,000 clients, including individuals, pension and profit-sharing plans, charities, and corporations. The firm employs a customized, fiduciary approach using Modern Portfolio Theory and strategic asset allocation, combining fundamental and technical analysis to build diversified portfolios with periodic rebalancing.

Jeffrey Park is a financial advisor at Merrill with eight years of industry experience. He holds a Series 66 designation and has worked at Merrill and affiliated firms since 2011, including roles at JPMorgan Chase Bank and J.P. Morgan Securities. Outside of his advisory work, he is a sole owner and co-owner of family rental properties in Lawrenceville, Georgia. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, and institutional investors.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

David Hart is a financial advisor with Martin Wealth Management, LLC in Irvine, CA. He holds a Series 65 credential and has 15 years of industry experience. Hart previously worked with Safeguard Investment Advisory Group and LifePro Asset Management. He is also a Certified Financial Fiduciary and volunteers as an instructor with the Foundation for Fiduciary Education, providing unbiased fiduciary financial education to the public. Martin Wealth Management offers investment advisory services primarily to individuals and high-net-worth clients by co-advising and directing accounts to a third-party money manager, Matson Money. The firm focuses on client onboarding, documentation, and ongoing review of third-party manager accounts rather than direct asset management.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.