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Bank of America is a comprehensive financial institution located in Newport Beach, CA, offering a wide range of services including banking, credit cards, home loans, and auto loans. They emphasize convenience and security through features like mobile banking apps, customizable alerts, and robust security measures to protect customer activities. With tailored solutions for personal, small business, and wealth management needs, Bank of America aims to provide customers with flexible banking options and resources. Their services include various credit card choices, savings accounts with interest rate boosters for Preferred Rewards members, and convenient appointment scheduling for personalized assistance. Generated from the website

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FPA of Orange County in Newport Beach, CA is a community of over 500 professionals dedicated to being the voice and resource for financial planning in Orange County. They connect individuals who provide, support, and benefit from professional financial planning, offering quarterly education meetings and various opportunities for involvement and volunteering. FPA of Orange County sponsors an active financial planning internship program and values strong partnerships with their members and partners, recognizing that their success is intertwined. They also offer the UCI Continuing Education CFP Program to help financial planning professionals enhance their skills and knowledge.Generated from the website