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.
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.
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.
Branch Specialties
Experience The Power of Oppenheimer Thinking
-
Insights and Tools for Clients
Learn MoreExplore expert-curated content and tools designed to help you achieve your goals while growing and preserving your wealth.
-
Grow Your Career with Us
Learn MoreInterested in joining a firm that supports your business, your way? Discover career opportunities at Oppenheimer.
Our History
Our Story in Numbers
*As of June 30, 2026
88
Branch Offices across the United States
934
Financial Professionals
$154.7
Billion Client Assets under Administration
-
Wealth Management
Learn MorePowerful Thinking from deep insight and expertise in customized financial planning that drives investment ideas and opportunities to help you achieve your personal goals.
-
Capital Markets
Learn MorePowerful Thinking focused on delivering unmatched expertise in the financing, trading, and research needs of municipalities, institutions, and emerging growth and middle market companies.
-
Investment Banking
Learn MorePowerful Thinking in strategic advisory services and capital market strategies from more than a century of deep industry expertise, broad product capabilities, and extensive transaction experience.