Before, high-tech GPS equipment, sailors often charted difficult courses to unknown destinations through rough seas, inclement weather and untold obstacles using only their skill, experience and sure determination.
When it comes to financial issues, people today often feel like those old-time sailors – leaving port by themselves without clear direction as to how they will get to their destination or what obstacles they might encounter. However, with the speed and complexity at which the financial world moves today it is not advisable for you to navigate the ever changing economic landscape alone.
For those of wealth, whose financial needs are more complex and sophisticated, it is even more imperative that you have someone who knows the way. That’s where Newport Advisory comes in. We work with our clients and their advisors to navigate where they are going and to develop a course that will establish a clear destination that will ensure that you avoid the obstacles and irrevocable results of navigating these rough seas on your own.
We are well suited to share this journey with you. With over 20 years of experience, like those seasoned sailors, we have the skills and experience to navigate on our know-how alone. But unlike those old sailors, we have a wealth of modern tools and technology to help us help you. We take full advantage of all of these skills, tools and technology to ensure that course we chart is the best for your specific journey.
Our firm’s origins date back to 1984, although formal operation as Newport Advisory began in 1999. The firm was established by James W. Regitz, Jr.,ChFC, whom has over two decades of financial planning, estate planning and investment management experience.
Offices Throughout California
Newport Advisory’s main branch is located in beautiful Newport Beach, CA. The San Francisco office is located in San Francisco’s downtown Financial District. The Los Angeles office serves the entertainment capital of the world. Additional affiliated offices are located in San Diego, Phoenix and Las Vegas.
The San Francisco Office
Peter Philipp established the San Francisco office in 2001 to reflect his commitment of providing high-quality financial advice, backed-up by exceptional client service.
Since then, our San Francisco-based team of financial advisors has grown to offer clients an impressive depth of experience in investment management, insurance, retirement planning and employee benefits. As a result, our advisors provide comprehensive financial services to both individual and corporate clients.
Our advisors hold a variety of professional designations and are well versed in a number of financial disciplines. Our combined education and experience position us to offer broad-based and comprehensive retirement plan and employee benefits advice that our clients can trust.
Drawing on more than 130 years of experience, we have the consulting expertise that can help your firm achieve your employee benefit objectives. In the end, you can be confident that we’ll always be here for you – now and over time.
Backed by Cambridge Investment Research, Inc.
Newport Advisory is backed by the resources of Cambridge Investment Research, a registered broker/dealer.
Established in 1981, Cambridge has over 1,300 professional advisors nationwide. Thousands of affluent individuals, businesses, and non-profits have entrusted the firm with their assets.
Cambridge’s business is different than some of the financial firms that have recently faced difficulties. Unlike others, the firm does not engage in proprietary trading or investment banking. This helps to avoid potential conflicts of interest and allows us to fully align our interests with that of our clients’.
A Proud Member of Retirement Plan Advisory Group
We are a member of Retirement Plan Advisory Group (RPAG), a national alliance of accomplished employee benefit advisors whose intelligence and ingenuity produce enhanced value for sponsors and participants in qualified and non-qualified plans.
RPAG’s acclaimed technology platform outranks the industry in full-view metrics, safety-net compliance and clarity in communication.
Today, Retirement Plan Advisory Group is represented by over 300 member firms in 45 states, serving 18,000 sponsors with $60 billion in collective assets under advisement.
Experience the Best of Both Worlds
By working with Newport Advisory, our clients can realize the best of both worlds: independent, objective advice combined with world-class resources. To learn more, please contact us today.
Interested in Learning More?
Contact Us: Your San Francisco Financial Advisors
- james regitz cambridge investment research