David Hatch at Newport Wealth Advisors works with executives, single individuals, and couples throughout Southern California to develop comprehensive, written financial plans guided by your unique vision and lifestyle goals for your retirement. Our Hatch Retirement Process is designed to take you to and through retirement.
Personalized Financial Planning for
Your Retirement Dreams
About Us
Our Approach
We start every client out with their own custom plan. No guesswork. No sales pitches. Just a clear, personalized roadmap based on your goals, values, and the life you want in retirement.
Our approach covers the six key areas that can make or break your financial future:
-
Cash Flow Analysis
-
Investment Management
-
Insurance and Risk Management
-
Tax Strategies
-
Retirement Income Planning
-
Estate Planning Preparation
Planning With You In Mind
We don’t just plug your numbers into a spreadsheet. We listen. We ask questions. We learn what keeps you up at night and what excites you about the future. Then, we build a plan that makes you feel confident, in control, and ready for what’s next.
“Helping clients with their money is a privilege, and I'm grateful when I can make an impact on a family both now and in the future. Financial issues will fester if not dealt with, and I enjoy seeing the relief on a client’s face when they know something is handled.”
David Hatch, CFP®, CF2®
David Hatch CFP®, CF2®
David Hatch is a Certified Financial Planner® and Certified Financial Fiduciary® with nearly two decades of experience helping high-earning professionals and new retirees navigate one of life’s biggest transitions, retirement.
He has a passion for making a positive impact through financial planning. He enjoys helping people make smart financial choices to achieve their goals and live their best life.
Schedule Your
Get To Know You Conversation
We call the first meeting a Get To Know You Conversation (GTKU) because that’s exactly what it is. No sales pitch. Just a chance to talk about your goals, ask questions, and see if we’d be a good fit to work together.
Schedule a GTKU
How We Help
Custom Financial Plans
If you’re a high-earning executive who’s been saving their whole life, you may be asking two big questions: Do I have enough to retire, and when can I comfortably step away from work? We help you turn all that taxable 401(k) money into a monthly retirement income stream that will last as long as you live, mitigating income taxes and other risks you may face in retirement.
We help each client create customized financial and retirement plans, starting with your life goals and dreams. From there we create a tailored, written financial plan you can follow, designed to help you achieve short- and mid-term milestones (like buying a new home or funding college) and your long-term goals for retirement.
Our Process
The Hatch Retirement Process
Our structured financial planning process typically unfolds over 4–5 meetings, giving you clarity and structure every step of the way:
Initial Conversation
Get to know your goals and priorities.
Financial Overview
Present a basic financial analysis.
Data Gathering
Finalize details needed for your plan.
Plan Delivery
Review the comprehensive financial plan.
Implementation
Begin putting your plan into action.
From there, we follow our 7-step Hatch Retirement Process to organize your financial information, identify opportunities, and develop a plan to achieve your goals:
Step 1. Understand the client’s personal and financial circumstances
Gather and analyze quantitative and qualitative information to identify any gaps.
Step 2. Identify and select goals
Discuss your goals and how prioritizing one may affect others.
Step 3. Analyze the current course of action and potential recommendations
Evaluate the pros and cons of your current plan and potential options.
Step 4. Develop financial planning recommendations
Provide recommendations with timing, priority, and guidance on whether actions should be implemented independently or together.
Step 5. Present financial planning recommendations
Review the comprehensive plan and explain how recommendations were determined.
Step 6. Implement recommendations
Begin putting your plan into action, including which products or services will be used and who is responsible for implementation.
Step 7. Monitor progress and update
Track progress, provide updates, and clarify which actions or services we will continue to monitor.
“We contribute to clients’ success by listening to each client and truly understanding their values, goals, and fears. Every plan is built on a similar framework but is customized to fit each client’s needs exactly.”
David Hatch, CFP®, CF2®
Our Clients
We provide tailored financial guidance, helping you plan for retirement, growth, and long-term financial security.
Federal Employees
Guiding federal employees in making informed decisions while providing clarity on their unique benefits and retirement options.
Kaiser Permanente Employees
Providing specialized guidance for employees nearing retirement, helping you understand and optimize pensions, 403(b)/401(k) plans, and retiree healthcare benefits.
Corporate Executives
Assisting professionals across industries, including biotech, to navigate retirement planning and maximize financial outcomes.
Growing Families
Supporting families as they plan for college, homeownership, and generational wealth.
Women Building Wealth
Helping single high-earning women confidently grow, preserve, and manage their wealth.
Upcoming Events
RSVP Today!
Sign up to reserve your spot and receive reminders for the event(s) you’d like to attend.
Helpful Resources
Access helpful guides and whitepapers to support your retirement journey.
Kaiser Retirement Guide
A comprehensive guide to planning for retirement and understanding your options.
Women in the Workforce
This whitepaper explores strategies to help women build, preserve, and grow wealth for long-term economic equality.
Roth Conversion
This whitepaper explains how Roth IRAs and Roth 401(k)s use after-tax contributions to provide tax-free growth and withdrawals.
Office Locations
Temecula Office
41593 Winchester RdSuite 200
Temecula, CA 92590
San Marcos Office
100 E. San Marcos Blvd, Suite 400
San Marcos, CA 92069
Supervisory Office
4695 MacArthur Ct. 11th Floor
Newport Beach, CA 92660
Del Mar Office
12636 High Bluff Drive, Suite 400
San Diego, CA 92130
California Insurance License #0F50838
Securities and advisory services offered through Centaurus Financial Inc., member FINRA/SIPC, a registered investment advisor. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in CA.
Securities and advisory services offered through Centaurus Financial Inc., member FINRA/SIPC, www.finra.org, www.sipc.org, a broker/dealer and registered investment adviser. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability determination and review. Information relating to securities is intended for use by individuals residing in CA and AZ. Newport Wealth Advisors and Centaurus Financial, Inc. are not affiliated.
Contact Us
Retirement planning should be straightforward and personal. Schedule a GTKU with David Hatch or fill out the form below and we’ll get back to you as soon as possible.
