Newport Capital Group
Joanne (Machida) Spears, AIF®, CRPC™, CSRIC® is a Senior Vice President of Financial Planning at Newport Capital Group. Prior to this role, Joanne (Machida) worked at Merrill Lynch Wealth Management as a Senior Financial Advisor and Assistant Vice President. Joanne (Machida) also has experience as the COO & Managing Member at QERI LLC, COO, Head Trader, and Director of Business Development at Hudson Capital Group LLC, and as a Broker at GFI Brokers LLC. Joanne holds a Bachelor's Degree in International Relations and Affairs from the University of California, Davis.
Newport Capital Group
As consultants to organizations across the United States, Newport Capital Group offers total retirement solution services for all types of plans including but not limited to; defined contribution, defined benefit, 403(b) plans, non-qualified and endowments. We are completely independent in our approach and therefore have no allegiance to any investment products. Newport Capital Group is a Registered Investment Advisor (RIA) with the SEC under the Investment Advisor Act of 1940. We are held to a fiduciary standard, and must act in the best interest of our clients. Our undivided client loyalty allows Newport Capital Group to serve in a fiduciary capacity, the highest standard of care available under law. Registration with the SEC or with any state securities authority does not imply a certain level of skill or training.