Newport Beach, CA Newport Center Drive Office

Eugene Stoeckly is a financial advisor with Integrated Wealth Concepts LLC in Newport Beach, CA, holding a Series 66 license and 22 years of industry experience. He previously worked at UBS Financial Services for 14 years and is a founding principal of Crown Bay Wealth, a financial services firm. Outside of his advisory roles, he serves as treasurer for Harborview Dads, a nonprofit supporting a local elementary school. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios and both internal and third-party asset management.

Eugene Stoeckly is a financial advisor with Integrated Wealth Concepts LLC in Newport Beach, CA, holding a Series 63 designation and 38 years of industry experience. He previously worked for UBS Financial Services from 2007 to 2021 and is a founding principal of Crown Bay Wealth. Stoeckly is also president of the Stoeckly Family Foundation, which manages foundation assets and grants, and serves as a director of the Ramshorn Condo Association, a nonprofit homeowners association. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, utilizing customized portfolios with mutual funds, ETFs, equities, and fixed income, and combines enterprise-scale operations with a variety of model and wrap-fee program options.