Newport Beach Wealth Management

23 Corporate Plaza Dr #150, Newport Beach, CA 92660 | (800) 231-7414

Kayne Anderson Rudnick’s Newport Beach wealth management team has been providing wealth management solutions since 1984. When John Anderson, Richard Kayne, and Allan Rudnick first launched the firm, they established a commitment to high-quality investments that has remained at the core of our approach. The firm is ranked #1 on Barron’s Top 100 Independent Advisors list. This is the fifth year that KAR has been ranked #1 (2017-2020, 2022) and the tenth consecutive year it has been ranked in the top 10. Our Wealth Management group has a 96% client retention rate*, which we believe reflects our unwavering commitment to helping our clients achieve their financial goals.

 

Kayne Anderson Rudnick’s Newport Beach office is conveniently located at Suite 150E, 23 Corporate Plaza Drive, just north of the Coast Highway. With KAR’s Newport Beach wealth management team, we believe you’ll have a partner you can trust to help you navigate your financial future. 

 

Our wealth management services include:

Contact our Newport Beach wealth management office today to meet with a KAR financial advisor for a holistic examination of your specific financial situation. Our goal will be focused on helping you lay a strong foundation for the future with a plan tailored to your needs. 

 

Let’s get started.

Senior Wealth Advisors

I played professional soccer for the California Jaguars in Salinas, CA.Learn more.

Randy Allen

Senior Wealth Advisor
I started learning about investing when my best friend in high school told me he got his new car with profits from trading. Decades later I found out he got it from his parents, but I was already hooked.Learn more.

Brian Chang, CFA, CFP®

Senior Wealth Advisor

Other Professionals

I love baseball and have been an Angels fan since 1962. Learn more.

Douglas S. Foreman, CFA

Chief Investment Officer, Portfolio Manager and member of the Executive Management Committee
I have been all over the world on bicycle.Learn more.

Stephen A. Rigali, CFA

Executive Managing Director and member of the Executive Management Committee
I enjoy using my creative side: Building giant Lego ships, carving intricate pumpkins, making big cakes…I even built a wall in my backyard.Learn more.

Kimberly C. Friedricks

Managing Director, Fixed Income
My fiancé and I grew up in the same hometown. We went to the same junior high, high school and college. But somehow we didn't start dating until our late 20s! Learn more.

Tyler Sterk, CPA, CFP®

Wealth Advisor
In my last year of college, my landlord was a Four Seasons Chef. We had an arrangement that I would handle all of his personal finances in exchange for meals. Learn more.

Thomas Pontius, CFP®

Financial Planner
I want to have my own permaculture food forest and homestead farmLearn more.

Mae Diapera

Senior Investment Advisor Associate
A bucket list item of mine is travel to spaceLearn more.

James Holden

Senior Investment Advisor Associate
I have no relation to Professor Moriarty of Sherlock Holmes fame. Learn more.

Erin Moriarty

Investment Advisor Associate
DISCLOSURE

*As of December 31, 2021.

Barron’s “Top 100 Independent Advisors”: The ranking is based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets managed, revenue produced, and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record. KAR has not paid a fee to participate in the rankings, but has paid fees for a license to access reprints and distribute links to the results of the rankings via email, social media, and KAR’s website for a prescribed period of time.

For additional information on the ranking, please visit here.

This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this material is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.