Floyd

Newport Beach Wealth Management

Floyd Schwartz is the managing principal and senior financial advisor at Newport Beach Wealth Management-Wells Fargo Advisors Financial Network. He offers value to his clients by providing integrity, knowledge, and experience. He believes these are all important qualities that anyone who seeks a trusted advisor should absolutely require. He has been in the business since 1987 and continues to help his clients navigate through many different types of economic climates and achieve their respective financial goals, by having a thorough understanding of a client's objectives and implementing a customized plan for each family or business.