Jim Regitz is the Founding Partner and a Senior Advisor at Newport Advisory. He started his career in 1984, with Cigna Financial Advisors (now Sagemark Consulting) where he ultimately advanced to the position of Regional Vice President while maintaining his successful role as a financial advisor. In 1995, Jim left the corporate world to become a truly independent financial advisor offering comprehensive management to his clients.
For his entire career, Jim’s mission has been to help clients utilize their resources in order to pursue their passion and live a life of meaning. Newport Advisory embodies that mission. Jim oversees the strategic direction of the firm, while continuing to work with his long-time clients.
Jim graduated from Pepperdine University with a degree in business administration. He earned his Chartered Financial Consultant (ChFC) designation from The American College in Bryn Mawr, Pennsylvania.
A resident of Eastside Costa Mesa, Jim’s main focus is on his children, Trey and Emily, and keeping up with their school, sports and social activities. He aims to instill in them the same mid-western values with which he was raised (his family moved from Chicago to California when he was in elementary school). In his free time, Jim coaches football and enjoys indoor and outdoor cycling, photography and traveling to tropical getaways. He’s an avid sports fan and can often be found cheering for local football teams, the Chicago Bears and the Los Angeles Angels. Jim and his family belong to the Balboa Bay Club and are active members of their church.