Meet the Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

Brandon Welch

(877) 692-7227

bwelch@newportwealthadvisors.com

Brandon is a lifelong San Diegan who found his passion for personal finance through the unlikeliest of places - auto racing. Brandon co-owns and drives the 300mph Beal Racing Top Fuel Dragster, a professional drag racing team competing...

Cheyenne McClure

Client Service Coordinator

877-692-7227

cmcclure@newportwealthadvisors.com

Cheyenne was raised in Southern California and graduated from California State University San Marcos with a degree in human development. She joined the Newport Wealth Advisors team in 2017, and has since grown to be the firm's Client...

Matthew Smith

Head of Financial Planning and Trading

877-692-7227

msmith@newportwealthadvisors.com

Matthew is a San Diego native and graduated from The University of San Diego Business School in 2008. Following in his family's footsteps, Matthew entered the financial services industry, working for the Union Bank of Switzerland (UBS)...

Veronica Hernandez

Client Service Associate

877-692-7227

vhernandez@newportwealthadvisors.com

Veronica was raised in Southern California and graduated from Orange Coast College with a Communication and Hospitality Management degree. She joined the Newport Wealth Advisors team in 2022 and takes pride in providing her colleagues...

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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