Skip to content
Menu
Home
About Us
About Us
Nick Takahashi
James Zapotocky
Stephen Ellingsen
Sean Tsaconas
Joshua Yocam
Luka Vasiljevic
Michael Ortega
Yalda Momeni
Tim Duffy
Our Investment Philosophy
About Raymond James
Who We Serve
Who We Serve
Corporate Executives
Families & Individuals
Pre-Retirees
Retirees
Sudden Wealth
How We Serve
How We Serve
Our Process
Financial Planning
Estate, Charitable Giving & Trust
Investment Management
Portfolio Management
Retirement Planning
Risk Management
Resources
Resources
Client Access Videos
Contact Us
Client Access
Client Access
Login Name
Password
Login
Remember Me
Forgot your password?
Enroll
Need Help?
Contact Us / FAQ
Privacy / Security
Client Resources
NewportBch Sat-NGQ01
660 Newport Center Drive, Suite 250
Ste 250
Newport Beach, CA 92660
O: 949.734.2285
Map and Directions
Map and Directions
Las Vegas - NGQ
410 South Rampart Blvd., Suite 390-355
Las Vegas, NV 89145
O: 702.551.4150
Map and Directions
Map and Directions
Reset All Filters
Load more
Load more