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Navy Federal Credit Union
Serving the Newport Beach area.
- HoursCLOSED NOW
- Regular Hours:
Mon - Fri - Phone:
Main - 888-255-8558
- Address:
- 660 Newport Center Dr Ste 470 Newport Beach, CA 92660
- Link:
- Category
- Banks
General Info
As a Certified Financial Planner (CFP®) and a Chartered Retirement Planning Counselor (CRPC®), my objective is to develop long-term financial advisory relationships that are unique to each and every client. Through the financial planning process - we help clients create and grow, protect and preserve, and plan for the transfer and distribution of their wealth. The steps in the financial planning process are to: (1) determine client goals and objectives; (2) gather pertinent data; (3) process and analyze this data to determine financial status; (4) develop and recommend a specific, comprehensive plan; (5) implement this tailor-made plan; and (6) monitor the plan over time and make adjustments as necessary.