Newport Beach Satellite

Schedule a planning appointment to:

  • Collaborate on a financial plan
  • Discuss your goals and investment strategies
  • Get guidance on a specific situation


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Investor Center details

Financial planning by appointment only
Address

1600 Newport Center Drive, Suite 100, Newport Beach CA 92660


Office hours:

Monday to Friday: 8:30 a.m. - 5:00 p.m.


Contact

Not sure if you need an appointment? Call us and we’ll help!


This investor center: 800-367-0190 (office hours only)

Fidelity customer center: 800-343-3548 (24/7)


Investor center management details, parking, holidays and more info

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Branch Manager: Gerard Kinzel

Location: The Investor Center is located at the corner of Clubhouse Drive and Pacific Coast Highway.

Connect with us before stopping by to see if we can help you online

Customer Service Center

Or call us at 800-343-3548