Newport Wealth Advisors

Company:	Newport Wealth Advisors
Contact:	Brandon Welch
Address:	5575 Lake Park Way, Suite 106
City:	La Mesa
State:	CA
Zip:	91942
Phone:	877-692-7227
Fax:	--
Email:	bwelch@newportwealthadvisors.com
Website:	https://www.wealthadvisorsandiego.com/

About My Practice

Our practice is focused on helping public servants prepare for and navigate retirement. It is important to provide employees with educational training about their benefits, so we are proud hosts of the ProFeds Federal Retirement Impact Workshop. Available dates and locations for San Diego can be found at www.FedImpact.com/nwa.

Federal Retirement Workshops

For federal retirement workshop locations and dates, visit: https://fedimpact.com/nwa/

Offering Advice Since

2012

Areas of Specialty

Comprehensive financial planning
Retirement planning
Investment planning and asset management
Estate planning
Insurance
Long-term and elder care
Budgeting and cash management
Tax strategy and retirement income planning

Licenses, Certifications, Education, and Affiliations

Designations: CFP
Insurance Licenses: CA Insurance License #4125467
Security Licenses: FINRA Series 7, 63, 65, 24, SIE
Education: MBA
Investment Advisor Registration: CA IAR
Associations & Affiliations: Member Financial Planning Association San Diego Chapter, ProFeds Advisor, CFP Certificant.

Charges to Clients for Services

Fee for financial planning (initial, hourly, and/or retainer)
Fee based on percentage of assets managed
Commissions on insurance products purchased
Trail fees on mutual funds or insurance policies
Account fees (such as those for IRA accounts)
Redemption fees on mutual funds or insurance products
Commissions and/or loads for investment products purchased

My Association with the Office or Firm

Independent Contractor

My Broker / Dealer Affiliation

Investment Advisory Services offered through Newport Wealth Advisors, (NWA) a SEC Registered Investment Advisor. Securities offered through Centaurus Financial Inc., Member FINRA & SIPC. Centaurus Financial and NWA are not affiliated companies.

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