Top financial advisors working with engineering professionals 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.

Erik Pelletier is a Financial Advisor with the Carcieri & Bock Group at Merrill Lynch Wealth Management in Providence, Rhode Island. He transitioned into financial advising after a career as an engineer in the automotive and aerospace & defense industries. Erik applies engineering principles such as system analysis, evaluating tradeoffs, and planning for uncertainty to help clients achieve their financial goals in a structured and thoughtful way. He specializes in assisting executives, STEM professionals, business owners, and families with complex financial decisions. His areas of focus include executive compensation planning, tax-efficient strategies, equity compensation and concentrated stock planning, business exit strategy, retirement planning, and multi-generational wealth and legacy planning. His clientele often face decisions related to executive compensation, equity awards, stock positions, tax planning, retirement, business ownership, and legacy considerations. Erik holds a Bachelor of Science in Mechanical Engineering and a Bachelor of Science in German Language from the University of Rhode Island. He is a Chartered Financial Analyst (CFA) and a Personal Investment Advisor (PIA). He remains active in professional communities as a member of the German American Business Council of Boston and the Tau Beta Pi Engineering Honor Society.

Adam Nobs is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones in 2024, he held positions at Traylor Bros and Sensors Inc, and attended the University of Denver from 2020 to 2024. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of investment solutions, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Malaney is a financial advisor at Engineering Financial Independence, Inc. with four years of industry experience. He holds the Series 65 designation and has a background as a Program Manager at General Atomics, where he worked for fourteen years. Engineering Financial Independence, Inc. provides portfolio management and financial planning services to individual and high-net-worth clients, managing approximately $5.0 million across a small number of relationships. The firm offers a free subscription service featuring general investor commentary, and employs an investment approach that includes fundamental analysis, modern portfolio theory, quantitative methods, long-term equity strategies, options trading, mutual funds, ETFs, and fixed income.

Focused on creating an organization that could provide comprehensive and integrated investment management, financial, tax and estate planning, and business advisory services. Today, Hoeven Wealth has a comprehensive network of partners to ensure continuity and consistency across your financial life. Though originally from the Netherlands, Brennain is nearly a lifelong native of the Northwest. He completed his undergraduate degrees in Accounting and Business Administration at University of Washington and postgraduate in Financial Strategy at University of Oxford, graduating with Distinction.

On her website, it states, “I love what I do, but I also very much enjoy warmth, good conversation, wine tastings, and volunteering. New York is extraordinary in the summer and fall, but so is Florida in the winter.” In 2018, she decided it was time to take the stigma out of finances by combining her passion for finances and wine. She started a podcast called “Wine and Dime,” which highlights a different wine and financial topic each week, and she released her book combining those same two passions, titled, “Uncork Your Finances.” Many know her as one of the co-founders of the Southern Tier Women’s Financial Conference – a day of collaboration and financial education, which will be hosting its sixth year! Education and Experience: - Amy holds a Master’s Degree in financial planning - Certified Financial Planner TM - Enrolled Agent - Certified College Financial Consultant - Certified Financial Therapist TM - Over 30 years of financial planning and industry experience. She is the Founder and owner of Rooted Planning Group, (Formerly known as Irvine Wealth Planning Strategies LLC) who uniquely, at the age of 44, decided to not only start her only company, but to act on what she defined as her perfect life and she splits her time between Parrish, Florida and Jasper, New York.