Newport Beach
Newport Beach, CA
SPECIALTIES
- Estate Planning
- Financial Planning
- Investment Solutions
- Retirement Planning
- Trust Services
All Licenses
About The Branch
Oppenheimer’s Newport Beach office consists of a team of experienced Financial Advisors dedicated to helping our clients meet their financial goals. We help affluent families and businesses through retirement planning, estate transfer planning, and other wealth building strategies.
Many of our Financial Advisors have received distinction as part of the Orange County Register’s “Best of Orange County” list, and one advisor has been accepted into Oppenheimer’s exclusive Chairman’s Club. By working collaboratively with the Oppenheimer and it’s affiliates, we are able to provide a level of insight and strategy the envy of our competitors.
Important Announcement
Oppenheimer is Fully Operational
We are adhering to the COVID-19 state-wide direction, and remain fully operational.
Oppenheimer has been closely monitoring all of the COVID-19 developments and diligently abiding by direction provided by health and government officials. This includes recent orders to stay at home and limit any non-essential activity.
However, while our team is working remotely from home, we remain fully operational. You can continue to contact us, as you normally did. We are fully enabled to continue business safely and securely from remote locations.
Read more on the Firm's preparedness and precautions here.
Our Story in Numbers
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1,029
Financial Advisors
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$79.1
Billion Client Assets under Administration
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93
Branch Offices across the United States
Customer Asset Protection
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.
Read More Customer Asset Protection
