(800) 689-4851
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Surya Metzler
12636 High Bluff Dr. Suite 400
San Diego, CA 92130
Financial, Other
Workshops Offered:
Asset Allocation & Modern Portfolio Theory, Financial Blunders - Lessons We Never Learn, Getting Fiscally Fit, Getting Your Financial House in Order, Investing Basics for Women, Investment Concerns in a Fragile Market, Is a Roth IRA Right for You, Roth IRA - America's Next New Tax Break, Strategies for a Sustainable Income in Retirement, Understanding 401K Rollovers, Women Approaching Retirement and Beyond
About Me:
Co-founding Newport Wealth Advisors, Surya is a specialist in helping business owners, individuals and families realize their dream of financial independence through goal-based financial planning. Using a comprehensive approach, Surya helps his clients create significantly more efficient portfolios, reduce tax liabilities, and assure that loved ones and progeny are properly cared for, ultimately allowing people to live the kind of financially independent lives of which they dream. Surya and his team provide clients with more objective and customized advice. He has become well known for his ability to work closely with his clients, his recognition of the importance of identifying and prioritizing client needs, fiduciary responsibility, unique planning advice, and world class service.

Surya enjoys giving back to the community that has given so much to him by proudly participates in the Big Brothers & Big Sisters of Orange County, mentoring today’s youth to assure tomorrows future. By volunteering his time with SOFA and participating as a member he is committed to increasing financial literacy in the community.

The Society for Financial Awareness is a nationwide 501(c)(3) non profit public benefit corporation. Our mission is to provide financial education across America, one community at a time. Founded in 1993, we have had the privilege of working with various prominent companies and organizations. Our financial education outreach and years of continued success has provided us name recognition, a reputation of excellence, and most importantly the opportunity to impact lives.

Our members conduct financial education seminars to companies and organizations; satisfying the Department of Labor's requirement, ERISA 404(c). Our seminars are completely FREE of charge and there is no selling of financial products at our events.

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