Financial Planners in Newport Beach

“The best of the best! Intelligent advice from people with integrity and a genuine commitment to their clients. Top notch wealth management group who, in my experience, have an exceptional track record making smart investment choices.with an excellent track record.“

“I’ve been a client for years. Followed him from his previous position at Edward Jones. He’s been wonderful at helping me toward my goals of retirement and investments for my future. His honesty and integrity are unmatched. I would absolutely recommend consulting with him if you need help with your financial future. He will spend all the time you need to fully get to know you and see what it is you need. His goal is to help you with your overall well being. Not just financial.“

“I’m only familiar with the Bahnsen Group due to David Behnsen’s appearance on Larry Kudlow’s “Kudlow” show (from 07/19/22).To add to their discussion regarding Twitter and Mr. Musk, I’d like to point out that I’m astonished none (to my knowledge) of CA’s (yearly) 58 County Civil Grand Juries - and their undeniably truthful work products, have any presence whatsoever in the “digital town square”. I believe the lack of same is yet another “adverse material effect” on Musk’s offer to purchase Twitter since one can assume Musk had no knowledge of CA’s County Civil Grand Jury System and also since Twitter failed, inexplicably, to secure a permanent stage for any (or all) of CA’s County Civil Grand Juries in said “Town Square”.“

“I inherited a very small account with The DeRosa group. They have always treated me the same as their large clients. Excellent fiduciaries.“

“Just finished another review with Scott and Jerry. I couldn’t be happier. It’s been 10 years working together, exceeding my expectations.“