Senior Vice President, Financial Advisor, Senior Portfolio Manager, Chartered Retirement Plans Specialist
Phone:
(949) 717-5448(949) 717-5448
The Newport Group at Morgan Stanley
Direct:
(949) 717-5300(949) 717-5300
Our Mission Statement
Experience, intellectual capital and dedicated personal service to help you meet your life goals
The Newport Group
Our focus is organizations offering employee retirement plans; assisting the Plan Sponsors in discharging their fiduciary obligations and supporting the Plan Participants with the knowledge and tools necessary to properly contribute, invest and plan for a successful retirement.
Services include; 3(21) and 3(38) Investment Selection & Monitoring, Plan Consulting, Comparative Benchmarking & Vendor Analysis, Plan Transition & Integration, Risk & Target Date Based Asset Allocation Strategies, Employee Communication & Financial Education and Retirement Income Planning.
Services include; 3(21) and 3(38) Investment Selection & Monitoring, Plan Consulting, Comparative Benchmarking & Vendor Analysis, Plan Transition & Integration, Risk & Target Date Based Asset Allocation Strategies, Employee Communication & Financial Education and Retirement Income Planning.
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
Location
800 Newport Center Dr.
Ste 500
Newport Beach, CA 92660
US
Direct:
(949) 717-5300(949) 717-5300
Meet The Newport Group
Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Chartered Retirement Plans Specialist
Phone:
(949) 717-5471(949) 717-5471
Rita Garchie
Senior Registered Associate
Phone:
(949) 717-5323(949) 717-5323
About Richard C Newman
Richard C. Newman, Senior Vice President – Wealth Management, Corporate Retirement Director, CRPS
Mr. Newman joined Morgan Stanley Smith Barney in 2000 and is currently a Senior Vice President of Wealth Management in the Newport Beach office for Morgan Stanley, and has achieved the additional titles of Corporate Retirement Director, and Senior Portfolio Manager.
Rick concentrates his practice in mid and large market retirement plans. He has over thirty years of experience in this area and throughout those years has been on the cutting edge of developing sophisticated qualified and non-qualified solutions on behalf of For-Profit and Non-Profit Corporations. He is a member of the Morgan Stanley Corporate Retirement Directors Forum. Rick lives in Orange County California along with his wife Sylvia. They have one son and love to explore many challenging hobbies and pastimes including sailing and motorcycle riding.
Mr. Newman joined Morgan Stanley Smith Barney in 2000 and is currently a Senior Vice President of Wealth Management in the Newport Beach office for Morgan Stanley, and has achieved the additional titles of Corporate Retirement Director, and Senior Portfolio Manager.
Rick concentrates his practice in mid and large market retirement plans. He has over thirty years of experience in this area and throughout those years has been on the cutting edge of developing sophisticated qualified and non-qualified solutions on behalf of For-Profit and Non-Profit Corporations. He is a member of the Morgan Stanley Corporate Retirement Directors Forum. Rick lives in Orange County California along with his wife Sylvia. They have one son and love to explore many challenging hobbies and pastimes including sailing and motorcycle riding.
Securities Agent: WY, OK, MO, MA, NM, IN, TX, KS, ID, CA, VA, CO, OR, NY, WA, ND, AZ, FL; General Securities Representative; Investment Advisor Representative
NMLS#: 1369288
CA Insurance License #: 0686720
NMLS#: 1369288
CA Insurance License #: 0686720
About Rene M Rimlinger
Mr. Rimlinger is a CERTIFIED FINANCIAL PLANNER™, a Chartered Retirement Plans Specialist™ and Registered Investment Advisor Representative who offers his clients an exceptional level of experience in the financial services arena. Having spent over a decade in the technology and software industries, he strives to help retirement plan participants utilize the latest technology in reaching their financial goals.
Mr. Rimlinger resides in Newport Beach with wife, three sons and daughter. He actively volunteers in his community and is involved in the local schools educational foundations and currently serves on the board of the Newport Harbor High School Athletic Foundation. He has a Bachelor’s of Science Degree in Finance from San Diego State University and holds the Series 7, 63 and 65 Securities licenses and a CA State Insurance license.
Mr. Rimlinger resides in Newport Beach with wife, three sons and daughter. He actively volunteers in his community and is involved in the local schools educational foundations and currently serves on the board of the Newport Harbor High School Athletic Foundation. He has a Bachelor’s of Science Degree in Finance from San Diego State University and holds the Series 7, 63 and 65 Securities licenses and a CA State Insurance license.
Securities Agent: NM, NY, FL, KS, RI, TX, MA, WA, CA, ND, OR, ID, IL, VA, WY, AZ, OK, IN, CO, NV; General Securities Representative; Investment Advisor Representative
NMLS#: 1380597
CA Insurance License #: 0E74407
NMLS#: 1380597
CA Insurance License #: 0E74407
About Rita Garchie
Rita joined Morgan Stanley in 2000 and is a Senior Registered Associate. She holds the Series 7, 9, 10, 63, and 66 Securities Licenses.
With more than 20 years of experience in the financial services industry, she focuses on relationship building, portfolio analysis and all aspects of client service. Her efficiency, organization and attention to detail help us earn the trust and confidence of our clients. She resides in Irvine, California and has 3 grown, independent children. She enjoys several types of fitness activities, notably running and hiking throughout the year and paddle boarding with picnics in the summertime.
With more than 20 years of experience in the financial services industry, she focuses on relationship building, portfolio analysis and all aspects of client service. Her efficiency, organization and attention to detail help us earn the trust and confidence of our clients. She resides in Irvine, California and has 3 grown, independent children. She enjoys several types of fitness activities, notably running and hiking throughout the year and paddle boarding with picnics in the summertime.
Contact Richard C Newman
Contact Rene M Rimlinger
Wealth Management
Global Investment Office
Portfolio Insights
Mosaic
Explore ideas and inspiration with captivating, original lifestyle stories created exclusively for Morgan Stanley clients.
A Change of Greenery
Article Image
Retirement for Plan Sponsors
End-to-End Services, Made Simple:
We can provide the tools and guidance to help you manage a retirement plan.
We can provide the tools and guidance to help you manage a retirement plan.
- Plan Evaluation
- Investment Management
- Plan Management Support
- Plan Participant Education
State of the Workplace Study 2023
Article Image
Financial Wellness
Enhancing Financial Wellness enables your workforce to do their best work. Companies that invest in financial wellness have an opportunity to:
- Reduce employee stress,
- Improve retention and engagement, and
- Set themselves apart by offering comprehensive financial wellness benefits.
Ready to start a conversation? Contact The Newport Group today.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link:
https://www.morganstanley.com/disclaimers/mswm-email.html. Any profiles and associated content are for U.S. residents only.
The securities/instruments, services, investments and investment strategies discussed in this material may not be appropriate for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”) is not implying an affiliation, sponsorship, endorsement with/of the third party or that any monitoring is being done by Morgan Stanley of any information contained within the website. Morgan Stanley is not responsible for the information contained on the third-party website or the use of or inability to use such site. Nor do we guarantee their accuracy or completeness.
The views, opinions or advice contained within third party websites or materials are solely those of the author, who is not a Morgan Stanley employee, and do not necessarily reflect those of Morgan Stanley Smith Barney LLC, or its affiliates. The strategies and/or investments referenced may not be appropriate for all investors as the appropriateness of a particular investment or strategy will depend on an investor's individual circumstances and objectives.
*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
The use of the CDFA designation does not permit the rendering of legal advice by Morgan Stanley or its Financial Advisors which may only be done by a licensed attorney. The CDFA designation is not intended to imply that either Morgan Stanley or its Financial Advisors are acting as experts in this field.
Awards Disclosures
CRC 6491812 (04/2024)
