Vartanyan Wealth Management is a full-service financial planning firm based in Newport Beach, California, serving individuals, families, and business owners. Founded and led by Adam Vartanyan, a CERTIFIED FINANCIAL PLANNER™ professional with nearly two decades of experience, the firm helps clients navigate milestones such as retirement, starting a family, and significant wealth changes, as well as seek a second opinion. Its services include financial planning, investment advice, risk management, retirement, estate, and special-needs planning, alongside insurance and tax-related resources.

The firm follows a four-step planning process: discovering clients’ priorities and current situations, developing strategies around their goals, implementing an agreed-upon plan, and monitoring it as circumstances change. Vartanyan states that it follows a fiduciary standard and works in clients’ best interests when selecting investments intended to support their goals. Adam Vartanyan holds Series 7, 24, and 66 securities licenses, as well as life, accident, and health licenses. Securities and advisory services are offered through LPL Financial.