Newport Beach, CA Office

Team
Updated today

Client AUM

$4,355,480,665

Clients

5,200

Advisors

2

Of 110 advisors across 48 offices

Location

5000 Birch St., Suite 4000

Newport Beach CA 92660

Advisors at this office

2

Advisors at this office

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Michael C

Series 66

Newport Beach, CA

Diversify Advisory Services, LLC

Michael Collins is a financial advisor with Diversify Advisory Services, LLC, holding a Series 66 designation and nine years of industry experience. He previously worked at Wells Fargo Advisors, LLC and Wells Fargo Clearing before joining Diversify Advisory Services. Outside of his advisory role, Collins serves in the United States Marine Corps Reserve and assists active-duty Marines transitioning to civilian life. Diversify Advisory Services is an SEC-registered firm that provides financial planning, portfolio management, and corporate consulting to individuals, corporations, retirement plans, trusts, foundations, and small business owners. The firm emphasizes tactical diversification and individualized asset allocation, offering a variety of investment models and access to alternative strategies tailored to client objectives.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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Kenneth K

Series 66

Newport Beach, CA

Diversify Advisory Services, LLC

Kenneth Kladouris is a Series 66-licensed advisor at Diversify Advisory Services, LLC with 15 years of industry experience. His prior roles include positions at DFPG Investments, Crown Capital Securities, and National Asset Management. Outside of his advisory work, he is the author of the book *Get There!* and founder of Kladouris Media LLC, which offers personal development courses and coaching. Diversify Advisory Services serves individuals, corporations, retirement plans, trusts, foundations, and small business owners, providing financial planning, portfolio management, corporate consulting, and family office services. The firm emphasizes tactical diversification and individualized asset allocation, utilizing a variety of investment models and strategies tailored to client goals and risk tolerance.

Private / alternative investments Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Doctor or Medical Professional Executive
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