Expert Financial Services in Newport, CA
Trusted financial solutions for businesses and individuals in the Newport area
About Savient Financial
Serving Newport, CA and surrounding areas, we're a trusted financial services provider committed to quality, reliability, and exceptional client experiences.
- Licensed financial professionals
- Years of financial expertise
- Locally owned and operated
Specializing in comprehensive financial services, our team brings decades of combined experience to every client. We pride ourselves on practical financial solutions and meticulous attention to detail.
View Our ServicesWhy Newport Chooses Savient Financial
From consultation to completion, we deliver reliable financial services with proven results.
01 What financial services do you offer?
We provide a wide range of financial services including investment management, retirement planning, wealth management, and financial consulting tailored to meet your specific needs.
02 Do you serve both businesses and individuals?
Yes, we work with both commercial clients and individual customers throughout Newport and surrounding Orange County areas.
03 What areas do you serve?
We primarily serve Newport Beach, CA and nearby Orange County communities including Irvine, Costa Mesa, and Laguna Beach.
Our Financial Services
Comprehensive financial solutions for businesses and individuals
Wealth Management
Comprehensive wealth management strategies tailored to preserve and grow your assets
Investment Services
Customized investment portfolios for unique financial situations and long-term goals
Our Financial Process
How we deliver exceptional financial services
Financial Consultation
Understanding your financial needs and goals.
Financial Planning
Creating customized financial strategies for your situation.
Financial Implementation
Professional execution with careful financial management.
Client Testimonials
What Newport residents and businesses say about our financial services
James R.
Business Owner, Newport Beach
Savient Financial provided exceptional wealth management guidance when we needed it most. Their professionalism and financial expertise made all the difference!
Sarah M.
Investor, Newport Coast
Our investment portfolio has benefited tremendously from Savient Financial's wealth management services. They understand market dynamics and deliver every time.
Michael T.
Local Resident, Irvine
I've used Savient Financial for multiple financial needs over the years. Their team is reliable, knowledgeable, and truly cares about client success.
Our Financial Team
Meet the experts behind Savient Financial
Robert Johnson
Founder & Lead Financial Advisor20+ years experience serving the Newport community with financial expertise and dedication
Maria Rodriguez
Senior Wealth ManagerSpecializes in investment strategies with deep knowledge of financial markets and portfolio management
Tom Wilson
Operations ManagerEnsures all financial services meet our high standards for quality and client satisfaction
Lisa Chen
Client Services CoordinatorYour point of contact for financial consultations and service coordination
Financial Services FAQs
Common questions about our financial services
How do you approach investment management?
We create personalized investment strategies based on your risk tolerance, financial goals, and time horizon, using a disciplined approach to wealth management.
What are your service fees?
Our pricing is transparent and based on the scope of financial services. We provide detailed estimates after understanding your specific financial requirements.
Do you offer retirement planning services?
Yes, we provide comprehensive retirement planning including IRA management, 401(k) rollovers, and income planning for retirement.
What areas do you serve?
We primarily serve Newport Beach, CA and surrounding Orange County communities including Irvine, Costa Mesa, and Laguna Beach.
How soon can you start a new financial consultation?
We typically schedule 1-2 weeks in advance, but can often accommodate urgent financial requests. Contact us for current availability.