Peter Philipp, CFA, CFP®
Peter Philipp manages the San Francisco office of Newport Advisory. His 20 years of experience in the financial services industry includes positions with Wells Fargo and Accenture. Peter specializes in employee benefits and investment management for businesses and individuals.
Peter’s advice and market commentary have been featured in the San Francisco Chronicle and on television.
In addition, he serves as an instructor for U.C. Berkeley’s Financial Planning Program. U.C. Berkeley has recognized Peter with the Golden Bear Award for outstanding commitment to the program. The Haas School of Business has presented Peter with the Leading through Innovation Executive Award for his advisory board work.
Peter holds both the Chartered Financial Analyst (CFA) designation and the Certified Financial Planner (CFP) certification, an elite distinction since less than half of 1% of all financial advisors are “dually-certified.”
Peter is a member of the Financial Planning Association, the CFA Institute, and is a former Treasurer/Board Member for Project Open Hand, a San Francisco non-profit. He holds a Masters Degree from the Haas School of Business, and is an Honors Graduate in Political Economy from U.C. Berkeley. CA Insurance License #0D6011
Hanna Fleck specializes in wealth management and financial advising services for individual clients and business owners. Her areas of specialty include financial planning, investment management, college savings, trust and estate services, tax strategies, and philanthropic services.
Hanna has over 22 years of experience in the financial services industry, including management positions at GATX Capital. She has held corporate positions in Financial Planning, Treasury, Debt and Investment Management. Hanna graduated from the Ludwig-Maximilians University, Munich, with a Masters degree in Finance, Economics and Accounting. Hanna was born and raised in Germany, and has lived in the Bay Area for over twenty years. Hanna speaks English and German fluently. She lives with her husband and their two dogs in San Francisco. CA Insurance License #0F40595
Rick Holden, AIF®
Rick Holden is a principal member and helped to establish the San Francisco office in 2002. Rick works closely with Peter Philipp to develop and implement investment strategies for institutional clients, business owners and high-net-worth individuals. As a portfolio strategist, Rick designs asset allocations which are utilized by the financial advisors within the San Francisco office. In his role as an Accredited Investment Fiduciary, Rick leads the due diligence committee which performs investment research, product selection, and ongoing monitoring.
Rick holds the Registered Representative and the Investment Advisor Representative registrations by having passed FINRA’s Series 7 and Series 66 exams respectively. He is also a licensed insurance agent and designs comprehensive insurance plans for clients. Rick has an extensive background in financial analytics and technical operations. During his 14 years experience at Hewlett Packard, Rick was recognized for his outstanding technical achievement. Rick joined the pracitice in 2002. CA Insurance License #0D97818
Sheri Huff, CLTC
Sheri Huff specializes in benefit plans. She brings a wealth of experience in assisting clients with a diversified range of needs. Currently, licensed in Life, Health, Accident, Disability and Long-Term Care, Sheri creates customized benefits plans that maximize value with coverage. Having the additional designation of CLTC – Certified in Long-Term Care – she has the unique expertise to handle the difficult task of Long-Term Care planning, a growing need in today’s world.
With over 20 years of business experience, Sheri is excited to join Newport Advisory this year. Prior to joining Newport Advisory, Sheri worked at FutureNest creating diversified benefit plans for businesses and high net-worth individuals. Previously, she held various management, marketing, executive education, and technical positions with IBM Corp.
Sheri received her Bachelor of Arts degree in Mathematics from University of California, Los Angeles. She also holds a Master of Business Administration degree from Pepperdine University.
When she’s not at the office, Sheri’s spending time with her husband and their five children walking the wetlands, hiking, or camping. Insurance License Numbers: CA 0G88579/ OR 758781/ WA 762448/ AZ 973672
Brian Jeung assists Peter in retirement planning and investment management for individual clients. He’s experienced in navigating clients through the Rollover IRA process to help them ensure a comfortable retirement. Prior to joining us, Brian worked as a Financial Consultant at Wells Fargo Bank in both the Wealth Management Group and the Commercial Bank. He was responsible for providing insight and analysis for various business groups within the organization such as Insurance, Investment Management, and National Sales.
Brian received his Bachelor’s Degree in Business Management, with an emphasis in Accounting from the University of California at Santa Cruz. A fourth generation San Franciscan, Brian has strong ties to the local community. Brian and his wife, June, have two children and in their free time, enjoy golfing and family trips to the beach. CA Insurance License #0G05019
Edward Marshall, CPA/PFS, CFP®
Edward Marshall joined the San Francisco office in 2012. Previously, Ed was the founder and President of FutureNest, Inc., offering comprehensive financial planning since 1998. He has an extensive background working in the financial services industry; assisting corporations, partnerships, and individuals with their financial services needs for more than 30 years.
Prior to founding FutureNest, Edward was co-founder and partner of Huff & Marshall, CPA’s, specializing in tax and accounting. He began his career working with a Big Four Accounting Firm.
He holds a Master of Business Taxation from Golden Gate University. Ed works with clients to develop comprehensive financial plans and provides investment management services. He specializes in building portfolios of individual dividend‐paying stocks and fixed income positions
Edward and his wife live in the San Francisco Bay Area.
Lyndsey has extensive experience working with new accounts, account transfers, retirement contributions and distributions, and handling account paperwork and service requests. She holds a BA degree from the University of Northern Iowa and has completed the Cambridge Training for Service Excellence.
Lyndsey specializes in our new account and ongoing service delivery and is part of the Cambridge Source Staffing program, where staffing assistance is provided as a part of Cambridge Investment Research, Inc.
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