Mike DePaul is a well-known Financial Planner in Orange County, California. He has been invited to speak about financial planning to prominent Orange County businesses, including Hyundai Motors America, Disney, St. Joseph Health Care, Yum! Foods, and many more. Mike focuses on helping his neighbors in Southern California reach their financial dreams through processed planning, dynamic (yet conservative) portfolio management, and consistent review. Mike prides himself on client service and, in fact, Newport Wealth Advisors' client service model has been used as a template for several financial planning practices throughout the U.S.
Mike began his career in the financial industry in 2000 working in the venture capital arena. In 2002, he was offered a position with American Express Financial Advisors, in Philadelphia, Pennsylvania where he was the top first year advisor in the 1st States Market Group. After transitioning his practice back to Orange County in 2003, Mike became not only a top performing advisor, but also one of the most highly rated District Managers in the company.
His responsibilities included running a very successful financial planning practice, developing new advisors, and helping experienced advisors enhance their existing practice through client service and prudent investment planning. In October 2005, when American Express Financial Advisors spun off to Ameriprise Financial, Mike was one of only three District Managers in the entire company invited to the floor of the New York Stock Exchange to "Ring the Bell."
In 2007, Mike left Ameriprise and founded Newport Wealth Advisors. His sole purpose was to provide his clients 100% objective advice without being captive to only one company's products or services. Mike is also the Founder and President of the Newport Beach Chapter of the Society for Financial Awareness, a non-profit organization devoted to increasing financial literacy in the United States.
Mike is a Southern California native, and attended the University of California, Davis where he earned a Bachelor of Science in Psychology. He has his Series 7, 24, 66, and California Life & Health licenses and is currently studying to receive his Retirement Income Chartered Planner. Mike's hobbies include surfing, golf, Brazilian Jiu Jitsu, and wine tasting. Mike currently resides in Tustin, California with his wife, Sarah, his son, Joey, and his Wheaton Terrier, Murphy.