Branch Manager

DAVID GARNER

BRANCH CONTROL OFFICER
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About 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

Estate Planning
Financial Planning
Investment Solutions
Retirement Planning
Trust Services

Join Oppenheimer

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

Oppenheimer & Co. Inc. (Oppenheimer) and its predecessor firms have been offering investment services since 1881. We are a financially sound institution committed to maintaining a strong, conservatively managed balance sheet, disciplined risk management and robust internal controls designed to protect our clients’ assets. In the unlikely event that Oppenheimer becomes insolvent, there are multiple layers of protection which safeguard our customers’ holdings.

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