Newport Advisory, LLC Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Wealth is a privilege and a responsibility, but can also be a challenge. Unique situations, complex needs, competing priorities, not to mention life’s daily demands… That’s where we come in. If you have questions about your financial future that keep you up at night, Newport Advisory can help!  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 specific situation. We take your complex financial situation, analyze and unpack it, and develop a customized plan that works for today and tomorrow, helping to eliminate uncertainty and free you for the business of life. 

Our goal is to help you discover, plan, invest, and protect your resources, so that you can achieve the financial freedom you seek now and leave a legacy for the future. The mutual trust and respect that come with the kind of long-term relationships we have with clients enable them to feel confident and experience the sense of well being associated with the alignment of their values, goals and dreams.

Investment Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Securities offered through Cambridge Investment Research, Inc., a broker-dealer, Member FINRA/SIPC.  Newport Advisory, Inc. and Cambridge are not affiliated.

YOUR PLAN, YOUR FUTURE®

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