Branch Manager
Newport Beach
Newport Beach, CAAbout the Branch
Our Oppenheimer Newport Beach office offers an exceptional experience for both clients and advisors, combining premier financial expertise with an unmatched coastal setting.
Located directly adjacent to Fashion Island, one of Southern California’s most iconic open-air shopping, dining, and entertainment destinations, our office provides convenient access to world-class restaurants, retail, and amenities—perfect for client meetings or a seamless workday.
Situated in the heart of Newport Beach, the location reflects sophistication, accessibility, and coastal luxury. With immediate access to major highways and central Orange County corridors, clients and advisors alike benefit from easy connectivity throughout Southern California.
Inside the office, clients are served by a team of professional advisors known for their experience, integrity, and personalized approach. In addition, this location also holds award winning advisors who have earned recognition to Forbes Best-in-State Top Advisors lists. The combination of top-tier financial guidance and a prestigious, amenity-rich location creates an environment that is both professional and welcoming—an ideal setting to build, preserve, and manage wealth with confidence.
Branch Specialties
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Our Story in Numbers
*Stats as of December 31, 2025
924
Financial Professionals
$143.3
Billion Client Assets under Administration
88
Branch Offices across the United States