Brian "Brian" McNamara

  • CFP®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Income Planning, Business Succession Planning, Estate Planning, Charitable Giving

Languages: English

Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

“Professional collaboration" is the key to providing my clients with extraordinary advisory services. As your advisor I must have the vision and ability to provide Valuable and Uncommon results. I provide access to a large network of prominent CPAs, CPA-CVAs, Business and Estate Planning Attorneys; Clients are also invited and encouraged to also use their own legal-tax professionals.

We challenge the status quo with regards to accumulation and distribution phases of retirement income and most other domains of comprehensive financial planning.

We state with confidence that the status quo was developed 3 decades ago under The Tax Reform Act of 1986 and following a period of higher Inflation and higher tax rates --while simultaneously the world has since changed radically in terms of technology, economic globalization and increased levels of uncertainty all of which favor a new look and a new approach (to all domains of planning) which we are prepared to provide. 


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Newport Beach Satellite Office

Satellite Office

5020 Campus Drive, Suite 13
Newport Beach, CA 92660