Probitas Financial is a financial advisory firm based in Newport Beach, California, serving individuals, families, medical professionals, women navigating financial transitions, and business owners. Its approach begins with understanding each client’s goals, timeline, risk tolerance, and broader financial circumstances before developing a tailored strategy. The firm provides portfolio management, retirement planning, risk management, life insurance guidance, and support for high-net-worth clients and small-business owners.

It also advises on tax planning, equity incentives, business sales, estate-related needs, and charitable giving. Probitas Financial describes its process in three stages: reviewing a client’s financial picture, building a customized plan, and implementing and monitoring that plan as circumstances and markets change. The firm emphasizes structured, research-driven guidance, clear communication, and ongoing oversight rather than one-size-fits-all recommendations.

Its website also offers educational resources, including articles, videos, calculators, a glossary, and tax information. Advisory services are offered through Probitas Financial; securities services are offered through United Planners Financial Services, a separate, unaffiliated firm