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.
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.
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 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 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.
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:
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.
The income phase of retirement is often the most confusing and complex stage of your investing life. It’s critical to combine sound, stable income with a level of growth that will allow you to live comfortably without the risk of depleting your assets.
Our specialty is in meeting the needs of investors with $250,000 in their investment portfolios who are seeking consistent growth results with minimized risk. We use cutting-edge retirement income technology to build custom retirement plans that are low-cost, flexible and highly efficient.
Our investment management philosophy is simple; we believe that each investor should have a highly customized investment policy based on their individual risk tolerance, time horizon, return objective, and tax situation.
We utilize a highly sophisticated, actively managed process designed to maximize each investor’s return while minimizing their risk.
We believe that investment return should be measured for consistency and that protecting our clients from investment losses is not only critical to solid long-term performance, but our number one responsibility to our clients.
A sound, comprehensive financial plan can be the difference between success and failure with respect to your future goals.
Our team has over 20 years of combined experience in creating realistic plans that help our clients reach their goals in the most efficient and effective manner. We know that your financial plan is more than a set of numbers and charts. It’s your future, the culmination of years of hard work, and oftentimes your very legacy. We don’t take this lightly.
We believe in a team approach and work closely with your tax and estate professional with the common goal of helping you reach a successful future.
We work with each company to customize a plan built for their needs. Our extensive knowledge equates to an optimized and efficient plan that will best serve your situation. Unfortunately, many plans are boilerplate designs that do not optimize the company’s potential.
Our plans are designed to minimize an employer’s fiduciary responsibility and plan costs while increasing employee participation. We strive to provide multiple investment options for employees in order to give them the best chance at a dignified retirement.
As an independent provider, we can offer the best platform and partners for your company’s needs. Our partners have vast experience in administration and oversee billions of dollars in retirement plan assets.
Upon request, we will provide complimentary model comparisons to your existing plan.
4695 MacArthur Ct., 11th Floor
Newport Beach, CA 92660
12636 High Bluff Dr., Suite 400
San Diego, CA 92130
1440 North Harbor Blvd., Suite 900
Fullerton, CA 92835
100 E. San Marcos Boulevard, Suite 400
San Marcos, CA 92069
© 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. Centaurus Financial, Inc. is not affiliated with Newport Wealth Advisors, Inc.
[read full disclaimer]