Newport Advisory Employee Directory

Newport Advisory exists to aid those of wealth in discovering, planning, investing, and protecting their assets, in order to secure a financial legacy for their future. Financial situations can have so many complex pieces to juggle, often making wealth management a quite overwhelming endeavor. That's where we come in. Located in Newport Beach, Cali... fornia, and led by James (Jim) Regitz, Jr., ChFC. For over 30 years we have guided our clients through an extremely comprehensive planning process that is highly specific to you and your family's needs. Through teaching, analysis, monitoring, and wise counsel, we strive to deliver confidence to our clients. We have found that building trust with our clients through long-term advising relationships that display our character has led to clients finding a peace that develops when you align your values, goals and dreams with your overall financial picture. Our process is much more than just mere financial planning or asset management. Utilizing the best of both seasoned financial planning strategies and tailored investment models, we strive to give our clients freedom from their financial worries by crafting their estates specifically to their unique situations. This, in turn, affords them the opportunity to enjoy the lifestyle they always dreamed of while remaining in the constant and competent care of our team. At Newport Advisory, you will uncover a personalized wealth management program that is the signature of our firm, and our firm alone. We help our clients enter into a process of reflection and realization that helps them take back ownership of their giving, earning, investing, and estate planning potentials while leaving the hard work to us! We go above and beyond other firms to provide our clients with an individually customized approach to planning their financial futures. This one-of-a-kind program sets Newport Advisory distinctly apart in that we help ensure that our clients feel fully equipped to live their lives confidently knowing they can pursue their ...Read More