Episode 106: Guest Jim Regitz talks about his journey as a recent college graduate to financial advice and then a regional vice president and ultimately founding partner of Newport Advisory – solving clients problems, mentoring others, and growing his firm – making sure focus is all about the heart
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Jim Regitz is a founding partner and senior wealth advisor at Newport Advisory in Newport Beach, California. He received a degree in Business Administration from Pepperdine University in Malibu and his Charters Financial Consultant (ChFC) designation from the American College in Bryn Mawr. After joining Cambridge in 1999, Jim was selected as one of three 2017 Spirit of Cambridge honorees. Jim enjoys helping clients find their life’s passions and live life to the fullest. Outside of work, Jim is extremely proud of the academic and athletic accomplishments of both his son and daughter, holding on to the hope that his daughter will take up an interest in the financial profession. During the pandemic, Jim has found himself enjoying hobbies like cooking and photography, spending less time watching sports and more time refocusing on himself. https://www.newportadvisory.com/
Newport Advisory has various locations in Northern and Southern California, and specializes in developing plans that will adapt to their clients’ evolving lifestyles, including retirement planning, education planning, liability management, and philanthropic planning. Beginning with building a strong client relationship through guided reflection and realization, Jim and the team at Newport Advisory are dedicated to helping clients discover financial freedom and feel confident in achieving personal goals.
Newport Advisory, LLC, A California Limited Liability Company. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. To view our state registrations, Click Here. Newport Advisory and Cambridge are not affiliated. CA Insurance License 0H65121
Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.
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