Arthur LeichtfussNewport Coast Securities & The Resource Center
My BusinessI am a Personal Portfolio Manager and a Financial Planner with over 46 years of experience. I actively manage client investment portfolios and provide a full range of financial planning services including life insurance, mutual funds, stocks and bonds.
Ideal ReferralIndividuals or small businesses who need a personal portfolio manager to recover losses from the market meltdown of 2007 and protect those assets from future erosion.
Wealth accumulation Planning and retirement planning using various investment vehicles.
Top Problem SolvedRecovered over $200,000 in losses created by a former broker for a new client in less than two years.
My Favorite BNI StoryI manage numerous BNI member portfolios with an average return in 2013 of 61.4%
My Ideal Referral PartnerCPA's, Estate Planning Attorneys; Insurance Brokers, Real Estate Brokers