Newport Wealth Advisors, Inc.

Lawrence Depaul is a financial advisor with Newport Wealth Advisors, Inc. in Newport Beach, CA, holding a Series 66 credential and 23 years of industry experience. He has worked with Centaurus Financial, Inc. and Newport Wealth Advisors since 2011. Outside of advising, he serves as president of the Newport Beach chapter of the Society for Financial Awareness, a nonprofit educational speakers bureau. Newport Wealth Advisors provides discretionary and non-discretionary investment management and personal financial planning to individuals, including high-net-worth clients, as well as pension plans, trusts, charitable organizations, and businesses. The firm employs a globally diversified investment approach using fundamental, technical, and charting analysis, and it manages approximately $193 million in assets through a small team of advisers.

Matthew Smith is a financial advisor at Newport Wealth Advisors, Inc. in Newport Beach, CA, holding a Series 66 designation with 13 years of industry experience. He has been with Newport Wealth Advisors and Centaurus Financial Inc. since 2015. Newport Wealth Advisors provides discretionary and non-discretionary investment management and personal financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $193 million in assets and utilizes a combination of fundamental, technical, and charting analysis to build globally diversified portfolios tailored to client Investment Policy Statements.

Mary Gibson is a financial advisor with Newport Wealth Advisors, Inc. in Newport Beach, CA, holding a Series 63 designation and over 40 years of industry experience. She previously worked at Crown Capital Securities, L.P. for 23 years and has been president of Gibson Financial Services since 1985, where she provides tax preparation and occasional bookkeeping services. Newport Wealth Advisors offers discretionary and non-discretionary investment management and financial planning to individuals, pension plans, trusts, and other entities. The firm employs a diversified investment approach using fundamental, technical, and charting analysis, alongside portfolio rebalancing software, and serves clients through a small team of advisors.

Brandon Welch is a CFP® with 11 years of industry experience, currently serving as an investment advisor representative at Newport Wealth Advisors, Inc. He has worked at Newport Wealth Advisors since 2021 and has held roles at Centaurus Financial, The Parking REIT, and MVP Realty Advisors. Outside of his advisory work, Welch is president of Catab Enterprises, Inc., a company involved in sponsorship sales and race car driver management. Newport Wealth Advisors provides discretionary and non-discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm manages approximately $193 million in assets and employs a team-based approach that incorporates fundamental, technical, and charting analysis to construct globally diversified portfolios tailored to client investment policies.

David Hatch is a financial advisor at Newport Wealth Advisors, Inc. in Newport Beach, CA, holding a Series 66 designation with 16 years of industry experience. His prior roles include positions at Centaurus Financial Inc., Investacorp Advisory Services, Investacorp Inc., John Stokes Financial, and Quiver Financial. Newport Wealth Advisors serves a range of clients including high-net-worth individuals, pension plans, trusts, and charitable organizations, providing both discretionary and non-discretionary investment management along with personal financial planning. The firm employs a globally diversified investment approach that incorporates fundamental, technical, and charting analysis, supported by portfolio rebalancing software and ongoing account reviews.

Surya Metzler is a financial advisor at Newport Wealth Advisors, Inc. with 23 years of industry experience. He holds the Series 66 designation and has been with Newport Wealth Advisors and Centaurus Financial since 2011. Metzler also serves as a guest speaker for The Society for Financial Awareness, a nonprofit organization. Newport Wealth Advisors provides discretionary and non-discretionary investment management and personal financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm builds globally diversified portfolios using a combination of fundamental, technical, and charting analysis, and offers ongoing account reviews and third-party adviser recommendations.