Today's financial seas can be rough. Newport Wealth Advisors was founded to help our clients navigate their financial futures through objective, customizable advice. With sophisticated portfolio management, world-class service, and no proprietary products, our team's sole focus is on our fiduciary responsibility to truly impact the lives of clients.
We strive every day to work side-by-side with clients and offer them the safest, most efficient path to reach their goals. 2015 Newport Wealth Advisors - Investment Advisory Services offered through Newport Wealth Advisors, (NWA) a CA Registered Investment Advisor. Securities offered through Centaurus Financial Inc., Member FINRA & SIPC.
We strive every day to work side-by-side with clients and offer them the safest, most efficient path to reach their goals. 2015 Newport Wealth Advisors - Investment Advisory Services offered through Newport Wealth Advisors, (NWA) a CA Registered Investment Advisor. Securities offered through Centaurus Financial Inc., Member FINRA & SIPC.
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Mike DePaul is a seasoned and knowledgeable financial planner in Orange County, California. He has been invited to speak about financial planning to prominent Orange County businesses, including Hyundai Motor America, Disney, St. Joseph Health, Yum! Brands, and many more.
Mike focuses on helping his neighbors in Southern California reach their financial dreams through processed planning, dynamic (yet conservative) portfolio management, and consistent review.Mike prides himself on client service, and, in fact, Newport Wealth Advisors' client service model has been used as a template for several financial planning practices throughout the U.S.
Mike focuses on helping his neighbors in Southern California reach their financial dreams through processed planning, dynamic (yet conservative) portfolio management, and consistent review.Mike prides himself on client service, and, in fact, Newport Wealth Advisors' client service model has been used as a template for several financial planning practices throughout the U.S.
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Harvey Gershenson
Sep 13, 2018
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