Charles Farrell is President and CEO of Newport Investors. For three decades, Mr. Farrell has served clients in Newport Beach, Orange County and across the USA as a trusted financial advisor, public speaker and author. Mr. Farrell works with tax & legal professionals, business owners and entrepreneurs, and with families and individuals searching for exceptional, hands-on, professional guidance and advice. Mr. Farrell’s firm provides helpful advice on a wide range of financial disciplines including Wealth Management, Financial Planning, Estate Planning, Trust Services, Investment Banking, Business Retirement Plans and Annuities.
Mr. Farrell has helped hundreds of families and individuals plan for retirement and pursue their dreams. During his career, including nearly 14 years as Vice President and Senior Financial Advisor at Merrill Lynch, Mr. Farrell discovered one indisputable truth: too many people are falling short of achieving their all-important financial goals. As a result, he founded Newport Investors.
Mr. Farrell is a dynamic and creative thinker who thrives on reinventing. His desire is to come up with a “different than usual” approach. His goal is to be inventive, resourceful and artistic. He seeks to find new strategies that depart from traditional methods. He looks at the "same-old" with a fresh perspective. He endeavors to create new ideas. His goal is to inspire and encourage others to think big, step out of the box, and to look at new and fresh ideas.
In summary, Mr. Farrell’s professional accomplishments…
- Three decades serving families & businesses in Orange County
- Former Vice-President at Merrill Lynch (1995-2009)
- Top-100 Financial Planning producer nationwide at Merrill Lynch
- Conducted 200+ educational seminars in Orange County on behalf of Merrill Lynch
- Authored “Saving Your Retirement Dream” outlining his innovative, yet simple financial planning process
- Voted Orange County Five Star Professional Wealth Manager every year since 2013
- Firm has A+ rating with Better Business Bureau
Mr. Farrell is a Registered Representative with Cambridge Investment Research and holds securities licenses 7, 63, 65, and 31. He is a graduate of the University of the Pacific. There, he pursued studies in Business Administration and Organizational Development. He also holds a degree in Psychology with an advanced specialization in Applied Behavior Analysis.
Mr. Farrell resides in Newport Beach and is “Uncle Charlie” to eight nieces and nephews. A former first grade teacher, YMCA Camp Director and competitive ski racer, Mr. Farrell leads an active life, playing tennis and golf and volunteering for community sports leagues and charities that include Doctors Without Borders, Autism Speaks, Alzheimer’s Disease Research, Fuller Center for Housing, Smile Train and Samaritan’s Purse. He supports and attends Mariner’s and Saddleback Churches. A history and geography enthusiast, he enjoys traveling the world and exploring new cultures.
CA Life Insurance License: 0B77357