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Newport Beach, CA

Address
610 Newport Center Drive, Suite 300, Newport Beach, CA 92660
Fax
(949) 691-3065
Hours of Operation
Today - 08:30 AM - 05:00 PM
Newport Beach
Located in the heart of Fashion Island, a destination shopping center overlooking the Newport Harbor, SEIA Newport Beach serves a diverse clientele of affluent individuals, athletes, families, and corporations. Our firm offers portfolio management, retirement planning, estate & legacy planning, and philanthropic & family foundation management.
We are proud to support several local organizations such as Children's Hospital of Orange County, Goodwill of Orange County, and various youth sports.
Features
Accessibility
  • Wheelchair accessible elevator
  • Wheelchair accessible entrance
  • Wheelchair accessible restroom
Amenities
  • Restroom
Planning
  • LGBTQ friendly
  • Service options
  • Online appointments
  • Onsite Services

Covid-19: Check our service and safety guidelines

As we continue to respond to the impact of COVID-19, the safety and well-being of SEIA employees and clients are of the highest importance. We have instituted the following policies for all SEIA offices and continue to rely on guidance from state and local authorities and the CDC to navigate the ongoing pandemic.
Protect Yourself and Others from COVID-19
  • Stay home if you are sick with a cough, shortness of breath, difficulty breathing, fever or chills or if you are currently under quarantine or isolation.
  • Stay 6 feet away from other customers and staff as much as possible.
  • Wear a face covering over your nose and mouth while you are here.
  • Clean your hands with soap and water or hand sanitizer after contact with frequently touched surfaces.
Download Our Policy Each office location follows the above COVID policy in addition to state and local regulations and office building policies. Our Century City office has taken the following actions:
Century City Building Policies
  • Required to wear masks when coming and going from the building
  • Reducing elevator occupancy to two people
  • Installing automatic hand sanitizers throughout the common areas
  • Redirecting foot traffic and adding directional signage to maintain 6-foot physical distance
  • Frequent cleaning of restrooms
  • Cleaning common areas and high touch surfaces 4 to 6 times per day
  • Nightly cleaning of tenant office spaces: enhanced focus on high touch points, door handles, hard surfaces
  • Parking garages are being cleaned as well
  • Maximizing ventilation rates with fresh air exchange throughout the building
Newport Beach, CA TEAM
Mark E. Copeland
CFP®, AIF®
Terence Da Cunha
CFP®, AIF®
Michael Evans
CFP®, CMFC®
Hampton C. Adams III
AIF®
Patrick Currall
MBA, CFA®
Ronald Reyes
CMT®, CMFC®
Bill Collopy
MBA, CMFC®, AIF®
Chad Miller
CFA®
Brian Schiazzano
AAMS®
Kyle McPherson
Stephanie Perkins
AIF®
Natalie Rodgers
Kelli French
Richard Kim
Ghazal Zamani
Toan Nguyen
Natalie Boblit
John Van Dalsem
Services
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Frequently Asked Questions
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