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Charles F. Farrell

Charles F. Farrell

President & CEO

A seasoned financial professional, Charles Farrell has dedicated three decades to serving clients in Newport Beach, Orange County, and across the USA. As the Founder, President, and CEO of Newport Investors, he brings a wealth of expertise to the table.
Here’s a closer look at Mr. Farrell’s impressive career:
  1. Trusted Advisor: Charles Farrell has earned the trust of individuals, families, and business owners as a financial advisor. His commitment to providing exceptional, hands-on guidance has made him a sought-after professional.
  2. Comprehensive Services: At Newport Investors, Mr. Farrell’s firm offers a wide range of financial disciplines, including:
    • Wealth Management
    • Financial Planning
    • Estate Planning
    • Trust Services
    • Investment Banking
    • Business Retirement Plans
    • Annuities
  3. Retirement Planning: Mr. Farrell has helped hundreds of families and individuals plan for retirement and pursue their dreams. His insights stem from nearly 14 years as Vice President and Senior Financial Advisor at Merrill Lynch.
  4. Innovation and Creativity: Charles Farrell is not your typical financial professional. He thrives on reinvention and seeks out unconventional approaches. His goal is to be inventive, resourceful, and artistic. He encourages others to think big, step out of the box, and explore fresh ideas.
  5. Notable Achievements:
    • Three Decades of Service: Charles Farrell’s commitment spans three decades, making him a respected figure in Orange County.
    • Merrill Lynch Experience: He served as a Vice-President at Merrill Lynch from 1995 to 2009.
    • Top-100 Financial Planning Producer: His expertise earned him recognition as a top performer nationwide (Merrill Lynch 2008).
    • Educational Seminars: Mr. Farrell conducted over 200 educational seminars in Orange County on behalf of Merrill Lynch.
    • Authorship: He authored the book “Saving Your Retirement Dream”, outlining an innovative yet straightforward financial planning process.
    • Five Star Professional: Voted as an Orange County Five Star Professional in wealth management (2012-present).
In summary, Charles Farrell’s career exemplifies dedication, creativity, and a commitment to helping clients achieve their financial goals. His legacy continues to impact the financial landscape, inspiring others to embrace fresh perspectives and thoughtful strategies.