• Surya J. Metzler
  Co-Founder

  With over a decade of experience, Surya began his career working for one of the largest financial planning firms in the United States. Within his first year, he was recognized as a top advisor and planner, designating him within the “Circle of Success.” He was quickly asked to train and mentor new advisors to provide top-level advice and service. Even while helping clients to reach their goals, he quickly realized there must be a better way for investors to achieve success. He founded Newport Wealth Advisors to provide clients with truly personalized, expert advice.

• Mike DePaul
  Co-Founder

  After beginning his career working for the largest financial planning organization in the United States, Mike became a top producer as well as a top trainer of financial advisors. He soon realized that the big firms don’t always have their clients’ best interest in mind and simply couldn’t continue down that path. He helped found Newport Wealth Advisors with the belief that there are smarter, more efficient ways to reach your financial goals that don’t include peddling one company's products.

• Scott G. Eichler

  Scott came to Newport Wealth Advisors from a firm that didn’t believe their advisors needed a technical education. Only through extensive reading, research and guidance from veteran advisors did he gain the knowledge needed to be successful in that environment and was constantly torn between a desire to do right by the client and to produce more for the firm.

  After joining Newport Wealth Advisors, he was astonished by the difference in analysis and service clients received. Here, the focus was on results for the client and not simply the results for the company.

  Coming from three generations of small business owners, Scott’s passion has always been helping the foundation of our country. His goal is to help the small business owner find the same legal tax shelters available to large cap companies, while maintaining liquidity, and creating consistent returns.

• Matthew Smith
  Client Concierge

  Matthew is a San Diego native and graduated from The University of San Diego Business School in 2008. Following in his family's footsteps, Matthew entered the financial services industry, working for the Union Bank of Switzerland (UBS) and Morgan Stanley for over five years. After becoming disillusioned with the lack of client attention and service found at larger firms, Matthew set out to continue his Financial Services career with a team that focus’ solely on their clients long term retirement needs. This made him a ‘perfect fit’ for Newport Wealth Advisors.

  Matthew enjoys taking advantage of the San Diego outdoors, including golf, hiking, skiing, and is a life-long hockey player. If you ever have any needs he will continue to provide you with the professional and timely service that you’ve come to expect of our firm.

• Melissa Kramer
  Client Service Coordinator

  Born and raised in Orange County, Melissa attended Orange Coast College and started working full time at a local hospital. She worked there for over 10 years and was ultimately promoted to the Supervisor of the Emergency Room, responsible for all levels of non-medical patient service.

  She recently joined the Newport Wealth Advisors family to assist clients and the team in the office, enjoying the fast-paced, organized and thriving environment. Her goal is to live up to Newport Wealth Advisors’ mission to provide the highest level of client service possible.

  She is a proud mother of two beautiful daughters, Ariel and Nicole.

Investors have a unique vision for their retirement lifestyle. So why do most investors and financial advisors take the same cookie-cutter approach to this very important planning process? While very important, retirement income planning is not solely about your investments.

Our proprietary Retirement Income Audit™ puts your unique vision first, statistically analyzing every component of your financial situation. With a fair degree of certainty, our system will display the likelihood of your ability to maintain your desired lifestyle throughout retirement. The Retirement Income Audit™ analyzes:

1. Your current investment/income strategy
1. Are you really diversified?
2. How much risk are you taking in your current portfolio?
3. What risk management system do you have in place to protect against another market crash?
4. What are your investments costing you and is there a way to reduce fees?
5. Can your portfolio keep up with inflation?
2. Social Security Optimization
1. When is the best time for you to take Social Security?
3. Pension Optimization
4. Required Minimum Distribution (RMD) Planning
5. Rental Properties/Income
6. Tax Situation and Strategies
7. Surviving Spouses Needs
8. Healthcare/Catastrophic Illness Risk
9. Estate Planning Issues
10. Business Ownership/Interests

This one-of-a-kind analysis will show you, in plain and simple terms, where you stand today. From there, Newport Wealth Advisors can advise you on what can be done to optimize your financial situation.

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