newport.brandermarketing.com – newport.brandermarketing.com

Develop a Customized Plan for Today and Tomorrow

Where do we start

We Start with Your Questions

When we sit down with prospective clients, these are the types of questions they typically have:

Am I OK?
Do I have enough?
Will my kids be OK?
Am I protected?
What will my legacy be?

Financial Counsel

Lifestyle needs change over time, kids grow up, careers shift, families morph – and we are here to ensure that your plan continues to adapt to you, in times of both flow and flux.

Investments

We use a proprietary process built on a foundation of well-researched diversification, proven statistical methods, risk management and mitigation.

Planning

We take a holistic approach to financial management and planning. Folding your needs into our process ensures that your investment portfolio will serve you today and into the future.

Who We Are

Celebrating 25 Years!

Financial situations can have so many complex pieces to juggle that it’s often overwhelming. Think of us as your financial counselor, developing strategy, managing logistics and making sure that your journey unfolds in whatever way is right for you.

Our professional team has years of experience taking clients through the extensive planning process customized for their specifics situation. We believe that the mutual trust and respect that come with long-term relationships enable clients to feel confident and experience the sense of well being associated with the alignment of their values, goals and dreams.

Years Strong

1000 +

Clients Served

Call Us Now 949.622.9000

Discover, plan, invest, and protect your resources
Achieve the financial freedom you seek now
Leave a legacy for the future

We focus on you!

YOUR PLAN, YOUR FUTURE®

Our process is much more than just a mere financial plan, business plan or investment management.

Financial Planning

We utilize the best of both sophisticated financial planning strategies and tailored investment models.

Reflection and Realization

We will guide you through a process of reflection and realization, and help you discover your potential.

Personalized Care

Personalized, ongoing care is the signature of our firm, ensuring you're fully equipped to live your life and pursue your dreams.

Strategy and Tools

Leave the strategy, tools and implementation to us. We're here to help you!

Reclaim Ownership

Reclaim ownership of your earning, investing, giving and estate planning potential.

Craft an Apprach

We strive to free you from financial concerns by crafting an approach for your unique situation.

our team

Hello from the Newport Advisory team

Scroll through to read an introduction from our team here at Newport Advisory.

Meet Our Team

I’m the Founder and an Advisor at Newport Advisory. I started my career in 1984, with Cigna Financial Advisors (now Sagemark Consulting) where I ultimately advanced to the position of Regional Vice President…

James (Jim) Regitz, Jr., ChFC®, AIF®

Founder, CEO, Advisor

I served as a financial advisor for more than 35 years and retired in October 2021. I started my career with Cigna Financial Services where he was inspired by the “serve first” philosophy of Stuart Smith. I am committed to helping people…

David Meltzer, ChFC®

Founder (Emeritus), Consultant*

I am an Accredited Investment Fiduciary®. I graduated from Northeastern University in Boston, MA with honors earning a Bachelor of Science degree with a dual concentration in Finance and Management. Since 1990, I have…

Jay Yanelli, AIF®

Director of Financial Planning, Advisor

I started my career in financial services in 2011 and joined David Meltzer & Associates, Inc. (acquired by Newport Advisory, LLC) in 2014 as a portfolio analyst. I have continued to advance in my career and serves our clients as a member of our Advisor team since 2018.

Christian Richards, III

Advisor

Get In Touch.

Contact Info

Office Address

4695 MacArthur Court, Suite 480 Newport Beach, CA 92660

Telephone

P: 949.622.9000

Fax

F: 949.622.9001

Mail Us

E: info@newportadvisory.com

Office Hours

Mon-Fri: 9:00am - 06.00pm

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