Mike Depaul
President @ Newport Wealth Advisors ☛ Offering Independent, Objective Answers to Your Real Life Retirement Questions...
- Role
- Founder and President at Newport Wealth Advisors
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Mike Depaul
COMMITTED TO MY CLIENTS\' NEEDS I had a client, who like many clients, was very…
Experience
Founder and President
Jan 2007 — Present
Today\'s financial seas can be rough. Newport Wealth Advisors was founded to help our clients navigate their financial futures through objective, customizable advice.Sophisticated portfolio management, state-of-the-art income planning software, and world-class service are at the core of our mission. Further, we\'ve rejected the practice of using only one company\'s proprietary products. This minimizes conflicts of interest and allows us to focus on making recommendations in our clients\' best interest, not ours or our company\'s. In so doing, we believe we can truly impact our clients\' lives, both financial and otherwise, in a positive manner.Advisory services offered through Newport Wealth Advisors, a CA registered investment advisor. Securities offered through Centaurus Financial, Inc, a broker/dealer and registeredinvestment advisor, member FINRA/SIPC, The representative associated with this site may only discuss/transact business in the following states:CA, NJ, NC. Newport Wealth Advisors and Centaurus Financial, Inc. are not affiliated.
Skills
- Microsoft Office
- Leadership
- Retirement
- Securities
- Holistic Financial Planning
- Team Building
- Sales
- Customer Service
- Financial Planning
- Strategic Planning
- Marketing
- Financial Analysis
- Investment Strategies
- Finance
- Management
- Tax Advisory
- Portfolio Management
- Financial Awareness
- Retirement Planning
- Investments
- Public Speaking
- Retirement Plan Consulting
- Wealth Management
- Project Management
- Financial Services
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