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newport beach

Newport Beach

Newport Beach, CA

SPECIALTIES

  • Estate Planning
  • Financial Planning Investment Solutions Retirement Planning Trust Services
  • Investment Solutions
  • Retirement Planning
  • Trust Services

About the Branch

Oppenheimer’s Newport Beach office consists of a team of experienced Financial Professionals 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 Professionals 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.

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Our Story in Numbers

*Stats as of September 30, 2022
  • 985

    Financial Professionals

  • $100.3

    Billion Client Assets under Administration

  • 91

    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.

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Products & Services

business people

Protecting My Assets

Preserve your wealth. Safeguard your future.

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three generations of women

Transitioning My Wealth

Your estate and legacy.

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advisors working together

Engaging Family Office Services

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couple looking at a tablet

Growing My Wealth

Planning your wealth on your terms.

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woman and grandchild

Planning for Retirement

Achieve your retirement goals on your terms.

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