Our Team

Newport Investors offers comprehensive financial solutions to help you meet your goals. Additionally, we work with your existing legal, insurance and accounting advisors to ensure that you receive the maximum benefit from our collective knowledge. Should additional resources be required, our team of professionals stand ready to help you find solutions to financial issues of any complexity that may arise.

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WEALTH MANAGEMENT

Newport Investors

949.887.3187
info@newportinvestors.com

Charles F. Farrell

Charles F. Farrell

President & CEO

COMPLIANCE

Newport Investors and Cooper McManus

Arthur Cooper

Arthur Cooper

Managing Director

Jason Werner

Jason Werner

Principal Support

Tonya Collier

Tonya Collier

Acting Principal

ESTATE PLANNING

Newport Investors works with Albrecht & Barney

Colleen Barney

Colleen Barney

Attorney

Richard J. Albrecht

Richard J. Albrecht

Attorney & Founding Partner

TRUST SERVICES

Newport Investors works with Premier Trust

Mark Dreschler

Mark Dreschler

Co-Founder, President & CEO

BUSINESS RETIREMENT PLANS

Newport Investors works with United Retirement Plan Consultants

Nate DeLong

Nate DeLong

ANNUITIES

Newport Investors works with Ladenburg Thalmann Annuity Insurance Services

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