Newport Advisory, LLC Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Newport Advisory, LLC operates in the financial services sector, offering personalized financial planning and advisory support to address complex or evolving needs. The firm describes its role as a financial counselor, helping clients develop strategies, manage logistics, and align their plan with their life goals, with an emphasis on reducing uncertainty and enabling focus on daily life. Its approach centers on analyzing individual financial situations, crafting customized plans for both current and future circumstances, and assisting clients in discovering, planning, and protecting their resources to pursue financial freedom and legacy objectives.
Headquartered in Costa Mesa, California, the company serves clients through a professional team with experience in long-term, trust-based relationships. Investment advisory services are provided through Cambridge Investment Research Advisors, Inc., a registered investment adviser, while securities are offered through Cambridge Investment Research, Inc.; Newport Advisory, Inc. and Cambridge are not affiliated. The organization operates within the financial services industry and positions itself as a resource for clients seeking guidance on wealth management and planning, emphasizing tailored solutions for individual situations.

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