Welcome

Hi, I’m Mike DePaul, and I’d like to welcome you to my site. I’m a retirement income planner in Newport Beach, California. That’s how most of my clients and professional network know me. What they may not know, however, is that I’m also a husband, father (to both my son and my Wheaton Terrier), Jiu-Jitsu practitioner, golfer, surfer, and (not-so-great) musician. I have a huge extended family and am close to every crazy one of them. My hope for this site is that it’s a place for my professional contacts to get a glimpse of my personal life and for my family and friends to get a glimpse of what I do for a living. And who knows? Maybe everyone, including me, learns a little something.

I really don’t have a format or an agenda. It’s just a place to share my thoughts on retirement planning, our economy, a good bottle of wine, and maybe the Godfather Trilogy (even though we all know III doesn’t really count).

Most of the people reading this probably know me already, but in case you don’t, here are a few fun facts as well as some historical data:

  • I was born in La Mirada, California.
  • I’m a Gemini. I don’t follow astrology, but whenever I tell someone I’m a Gemini, they cringe. Why is that?
  • I went to high school in a small town in the Texas Panhandle — a far cry from Newport Beach.
  • I graduated from the University of California – Davis with a degree in psychology.
  • I was a television sports anchor for NBC & Fox in the Midwest.
  • I started my career in finance in 2002 with American Express Financial Advisors.
  • I was invited to the floor of the New York Stock Exchange in 2005 — the day American Express Financial Advisors became Ameriprise Financial.
  • I volunteered for Big Brothers Big Sisters for seven years and received the Presidential Volunteer Award from George W. Bush.
  • In 2007, along with my partner Surya Metzler, I founded Newport Wealth Advisors.
  • In 2009, my son Joey was born. It was the happiest day of my life.
  • In the summer of 2014, I finally went to Fenway Park to see the Red Sox play the Yankees. I’m not a fan of either team, but it was the second happiest day of my life.
  • My wife, Sarah, is now mad at me. I love you, Honey.
  • Today, I’m very proud of what Newport Wealth Advisors has become and of what we continue to strive for. Our clients are good, hardworking people, and I legitimately enjoy building a deep relationship with each and every one of them.

Now you know everything — or do you?

Like I said, my goal for these posts is to find a happy medium between my personal and professional lives. That being said, most of what I post will probably be financial in nature. My hope is that it’s a place for me to provide some value and for you to gain some knowledge. That’s the goal. So, if you see something you like, see something you don’t like, or want my opinion, please just drop me a line.

Thank you all for checking out the site, and I hope you enjoy! I wish you the best in all of your endeavors!

Mike

About The Author
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.
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Newport Beach Office

4695 MacArthur Ct., 11th Floor
Newport Beach, CA 92660
p: 949.798.5759
f: 949.798.5761

San Diego Office

12636 High Bluff Dr., Suite 400
San Diego, CA 92130
p: 877.692.7227
f: 877.657.6008

Fullerton Office

1440 North Harbor Blvd., Suite 900
Fullerton, CA  92835
p: 949.798.5759
f: 949.798.5761

San Marcos Office

100 E. San Marcos Boulevard, Suite 400
San Marcos, CA 92069
p: 877.692.7227
f: 877.657.6008

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© 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.
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