Your life. Your wealth. Your future.

Pursue what matters most

NCWM Team Pic

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • James C. Riley Profile Picture

    James C. Riley, CRPC

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • AZ
    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • ID
    • LA
    • MI
    • MT
    • NH
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Jim serves as a Senior Partner for Newport Center Wealth Management.  He has worked in the financial services industry since 1991 and has been managing private client wealth since 1994.  Jim worked at Merrill Lynch for over 20 years as a Senior Financial Advisor and prior to that he worked as an accountant with one of the largest CPA firms in the country. Jim is a graduate of California State University, Long Beach with studies in communications, accounting, and finance.  He also served over four years in the U.S. Marine Corps and graduated from the U.S. Marine Corps Officer Candidate School in Quantico, Virginia. Jim is a sportsman and enjoys hiking and spending time in the great-outdoors.  He also enjoys, trail running, mountain biking, and serving his community. 

    CA Insurance License #0B51948

    • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

    • California State University, Long Beach, Studies in Communications, Accounting, and Finance
    • Chartered Retirement Planning Counselor
    Lending services
    Financial planning
    Estate planning strategies
    Exit planning
    Investing
    Alternative investments
    Multi-generational families
    Business owners
    888 San Clemente Drive
    Suite 300
    Newport Beach, CA 92660
  • Travis

    Travis L. Smith, CFP®

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
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    • CA
    • CO
    • DE
    • FL
    • GA
    • HI
    • ID
    • LA
    • MI
    • MT
    • NH
    • NV
    • NY
    • OH
    • OK
    • OR
    • PA
    • SC
    • TN
    • TX
    • UT
    • VA
    • WA

    Travis is a CERTIFIED FINANCIAL PLANNER™ professional focusing on the team’s overall strategy and implementing various wealth management strategies for clients of Newport Center Wealth Management. His holistic approach to integrative financial planning strives to provide clients with confidence and peace of mind. He helps clients achieve their most cherished goals throughout the phases of wealth accumulation, preservation and distribution during and after life.

    Travis began his career in the commercial real estate industry as an industrial and office broker representing property owners and businesses in their real estate needs. In 2011 he joined his father, Steve, at Merrill Lynch and formed the Smith Group before later joining UBS in 2016. Travis received a Division 1 scholarship to play basketball at the University of San Diego and graduated with a Bachelor Of Arts Degree in Business Administration with an emphasis in real estate.

    Travis currently resides in San Clemente with his wife Lena, their daughter and son, and their two English Cream Golden Retrievers. He enjoys the great outdoors and staying active, sporting events, traveling, reading, and spending time with his friends and family. 

    • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        888 San Clemente Drive
        Suite 300
        Newport Beach, CA 92660
      • Adam Christopher Koyanagi Profile Picture

        Adam Koyanagi, CFP, CRPS

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • HI
        • ID
        • LA
        • MI
        • MT
        • NH
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA

        Adam has been a professional in the financial services industry since 2001. With a wealth of experience, Adam and his team have honed a process-driven approach to wealth management, placing financial planning at the heart of their practice. Understanding that clients' lives evolve and their needs change, Adam believes in providing holistic and personalized financial planning to instill the confidence necessary for pursuing their life goals.

        Adam holds a degree in Business Administration from California State University, Fullerton, and is a firm believer in lifelong learning. He has achieved the CERTIFIED FINANCIAL PLANNER™ and Chartered Retirement Plans Specialist℠ professional designations and continues to expand his knowledge through additional education from institutions such as UCI and Yale.

        Beyond his professional endeavors, Adam finds joy in spending time with his wife, Angie, and their dog, Blue. His hobbies include reading, woodworking, golf, and various other interests outside the office. Adam actively contributes to the community and currently serves on the Finance and Investment Committee for the Philanthropic Foundation at California State University, Fullerton (CSUF). He is a past president of the CSUF alumni association and has lent support to children's charities focused on current and former foster youth.

        CA Insurance License #0G689090

        • Forbes Best-in-State Wealth Management Teams, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

        • California State University, Fullerton , B.A. in Business Administration
        • CERTIFIED FINANCIAL PLANNER™
        • Chartered Retirement Plans Specialist℠
        Financial planning
        Retirement planning
        Estate planning strategies
        Exit planning
        Investing
        Alternative investments
        Multi-generational families
        Business owners
        888 San Clemente Drive
        Suite 300
        Newport Beach, CA 92660
      • Steve

        Steven L. Smith

        Senior Vice President–Wealth Management

        Financial Advisor

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        • AR
        • AZ
        • CA
        • CO
        • DE
        • FL
        • GA
        • HI
        • ID
        • LA
        • MI
        • MT
        • NH
        • NV
        • NY
        • OH
        • OK
        • OR
        • PA
        • SC
        • TN
        • TX
        • UT
        • VA
        • WA

        Steve began his career in the financial services industry in 1981 as a pension advisor and became a financial advisor with Merrill Lynch in 1983. He brings more than 40 years of financial and wealth management experience to Newport Center Wealth Management. Areas of focus include retirement and income planning, tax advantaged strategies, estate planning services - wealth structuring, transfer, and gifting.

        Steve received a Division 1 scholarship to play football at Utah State and later graduated from California State University, Fullerton with a Bachelor of Arts Degree in Business Administration with an emphasis in finance. He lives in San Clemente, California with his wife. He has four sons and seven grandchildren. He enjoys beach time with family and friends, riding his bike and walking the beach trail, serving his community, and is an avid sports fan.

        • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            888 San Clemente Drive
            Suite 300
            Newport Beach, CA 92660
          • Dean Riley Photo

            Dean Riley, CEPA™

            Financial Advisor

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            • AR
            • AZ
            • CA
            • CO
            • DE
            • FL
            • GA
            • HI
            • ID
            • LA
            • MI
            • MN
            • MT
            • NH
            • NV
            • NY
            • OH
            • OK
            • OR
            • PA
            • SC
            • TN
            • TX
            • UT
            • VA
            • WA

            Dean started working as a Financial Advisor in the Intergenerational Advisor Program (IGAP) in July 2021 at UBS’s Weehawken, NJ office. Before joining UBS, he worked in Commercial Real Estate at Lee & Associates for three years, specializing in the central Los Angeles Market. Dean is a graduate of the University of Colorado at Boulder, where he was an active member of the Sigma Alpha Epsilon Fraternity and enjoyed his free time skiing and spending time in the mountains of Colorado. Dean and his wife live in Newport Beach and enjoy skiing, hiking, and spending time in the outdoors.

             

            CA Insurance License # 4275742

            • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

            • University of Colorado Boulder
            • Certified Exit Planning Advisor
            Lending services
            Financial planning
            Investing
            Structured products
            Multi-generational families
            Entrepreneurs
            Professionals
            Securities-backed lending
            888 San Clemente Drive
            Suite 300
            Newport Beach, CA 92660
          • casey

            Casey T. Williams, CFP®

            Senior Wealth Strategy Associate

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            • AR
            • AZ
            • CA
            • CO
            • FL
            • GA
            • HI
            • MI
            • MT
            • OH
            • OR
            • PA
            • SC
            • TN
            • TX
            • UT
            • VA
            • WA

            Casey is a CERTIFIED FINANCIAL PLANNER™ professional who focuses on wealth management and planning, as well as overseeing the day-to-day team management and operational service for clients of Newport Center Wealth Management. Casey has over 16 years of industry experience and began his career with Merrill Lynch in 2007 and began working with Steve in 2008.

            With his passion for helping clients achieve financial security, Casey is committed to providing personalized solutions tailored to each client’s unique needs. He understands the importance of building long-lasting relationships with clients based on trust and communication and always strives to deliver exceptional service using a goals-based approach.

            Casey graduated from California State Polytechnic University, Pomona with a Bachelor of Arts Degree in Philosophy while focusing on business ethics and law. He lives in Rancho Santa Margarita, California with his wife and daughter, Amanda and Avery, and two rescue dogs. In addition to his professional life, he enjoys playing guitar, playing soccer, reading, and spending quality time with his family.

                  888 San Clemente Drive
                  Suite 300
                  Newport Beach, CA 92660
                • Karin Leann Jackman  Profile Picture

                  Karin L. Jackman

                  Wealth Management Associate

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                  • AZ
                  • CA
                  • NY

                  Karin focuses on the administrative side of the business and providing excellent service to both clients and the team. With a full license and extensive experience in financial services, she brings a deep understanding of the industry and a passion for helping clients and building relationships. She has been married to her husband for 25 years and has raised two wonderful sons. Outside of the office, Karin enjoys traveling and spending time with family.

                        Banking
                        Lending services
                        Cash management
                        Securities-backed lending
                        Multi-generational families
                        Business owners
                        Professionals
                        888 San Clemente Drive
                        Suite 300
                        Newport Beach, CA 92660
                      • Bre

                        Brelynn K. Viloria

                        Client Associate

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                          Brelynn is a Client Associate for Newport Center Wealth Management. Her primary focus is providing administrative support to the team with an emphasis on client experience and executing exceptional service. Bre’s previous work experience includes positions in marketing and educating young children.

                          Brelynn recently completed her degree in Psychology and is pursuing a degree in Sociology at Cal State Fullerton. She was born, raised and currently resides on the Balboa Peninsula in Newport Beach. In her free time, she enjoys crocheting, reading, puzzles and spending time with family. 

                                888 San Clemente Drive
                                Suite 300
                                Newport Beach, CA 92660
                              • Roubina

                                Roubina Kurkjian

                                Director

                                Senior Wealth Management Banker

                                Roubina Kurkjian joined UBS Bank USA in 2016 and she is currently a Senior Wealth Management Banker covering the Orange County Market.

                                Roubina has an extensive background in relationship banking. She is focused on providing Financial Advisors and their clients a variety of cash management resources along with banking solutions that may complement their overall wealth management objectives.

                                Professional history

                                Roubina began her career in financial services in 1998. Prior to joining UBS, Roubina was most recently a Wealth Management Banker at Merrill Lynch.

                                Education and personal information

                                In Roubina’s role as a Senior Wealth Management Banker her NMLS # is 637447. She holds her Series 7 and 66 securities licenses, and California Insurance license . She also holds a B.S in Business Management and Operations Management from California State University Long Beach.

                                Outside of the office, Roubina currently lives in Cowan Heights, California with her husband and two children.

                                Senior Wealth Management Bankers are employees of UBS Bank USA. UBS Bank USA is a subsidiary of UBS Group AG. UBS Bank USA, Member FDIC, NMLS No. 947868. Equal Housing Lender

                              Defining your priorities. Pursuing what matters.

                              Our experience and structured planning process drives a comprehensive financial plan and customized investment strategies. Depending on where you are in your life and the priorities that matter most, our planning conversations may focus on liquidity management, your cash flow needs, asset replacement solutions such as insurance, estate planning strategies, or tax and legal structures such as trusts and philanthropic vehicles.

                              Preparing your business

                              Preparing your business

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                              Retirement planning

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                              UBS Wealth Way

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                              Move forward with confidence in possibly the biggest venture of your life. We can help advise and orchestrate your entire team of experts throughout the sale process and beyond.

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                              A global leader in wealth management

                              #1

                              For Ultra-High Net Worth clients

                              Euromoney Private Banking and Wealth Management Survey, 2016-2020

                              $5+ trillion

                              In invested assets globally 
                              As of 11/07/2023

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                              Serving Business Owners

                              Euromoney Private Banking and Wealth Management Survey, 2020

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