Newport Beach, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$1,669,831,302
ClientsTotal clients
1,510
AdvisorsAdvisors at this office
2
Of 25 advisors across 3 offices
Location
4675 Macarthur Court, Suite 590
Newport Beach CA 92660
Advisors at this office
2
Advisors at this office
Matthew D
Series 63, Series 66
Newport Beach, CA
Liberty Wealth Management, LLC
Matthew Del Junco is a financial advisor at Liberty Wealth Management, LLC with 12 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked at AE Financial Services, LLC, Liberty Group LLC, and Lifetime Planning and Marketing, Inc., where he also acts as an insurance agent. Liberty Wealth Management, LLC serves individuals, trusts, estates, retirement plans, corporations, and other entities by providing investment management, financial planning, ERISA retirement and employee-benefit plan services, and educational programs. The firm uses a combination of centrally developed and advisor-specific investment strategies, integrating third-party managers and alternative-investment activities as part of its diversified portfolio approach.
Nicholas D
Series 65
Newport Beach, CA
Liberty Wealth Management, LLC
Nicholas Del Junco is a financial advisor at Liberty Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked with Liberty Wealth Management since 2016 alongside Lifetime Marketing and Planning, Inc. Outside of advisory services, he is a licensed insurance agent in California, selling life insurance and variable products. Liberty Wealth Management is an SEC-registered firm serving individuals, trusts, estates, retirement plans, corporations, and other entities. The firm uses a combination of centrally developed models and advisor-developed strategies to construct diversified portfolios and offers a range of services including financial planning, retirement and employee-benefit plan services, and educational seminars.
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