Thea Lewis, CFP

Thea Lewis, CFP As a Financial Consultant, it’s my job to help you create a better financial life. I will collaborate with you to help build a plan defined by your goals.

I am committed to providing advice unique to your situation that is clear, relevant, and actionable, and I’ll work hard to find solutions and strategies that are right for you. I can assist you with:
• Wealth management
• Investing
• Portfolio analysis
• College planning
• And more

And you’ll benefit from Schwab’s modern approach to wealth management – one that is all about transparency, value, a

nd helping you take ownership of your finances. The best results come from being fully engaged: Let’s work together to make a difference in your financial future. To start the conversation, call me at 949-432-3573 or email me at: [email protected]. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Representatives may only conduct business with residents of the states for which they are properly licensed. Account specific questions and order requests cannot be addressed in this forum, please call us at 1-800-435-4000. Content posted on Schwab social media by third-parties is not adopted or endorsed by Schwab, and does not represent Schwab viewpoints. Testimonials should not be provided by investment advisory clients as they relate to advisory employees, products or services. Any 3rd party testimonials that are provided may not be representative of the experience of clients and is not a guarantee of future performance or success. Schwab reserves the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. This page and updates are for U.S. residents only. For other important information and disclosures please visit: http://www.aboutschwab.com/social-media-at-schwab

© 2017 Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited.

I just took a walk in support of Miles for Merak: a virtual day of movement. Raising awareness for GIST (gastro intestin...
10/02/2024

I just took a walk in support of Miles for Merak: a virtual day of movement. Raising awareness for GIST (gastro intestinal stromal tumor) cancer research at UCSD Health.

Please join us for the Fifth annual Miles for Merak: A Virtual Day of Movement! This year’s one-day event kicks off on Wednesday, October 2, 2024, and benefits gastrointestinal stromal tumor (GIST) cancer research.

Our Newport Beach Charles Schwab Team had fun getting outdoors volunteering at the Second Harvest Food Bank of Orange Co...
05/04/2024

Our Newport Beach Charles Schwab Team had fun getting outdoors volunteering at the Second Harvest Food Bank of Orange County. Today's volunteers picked over 5,000 pounds of cabbage that will be distributed to those in need! I'm always grateful to Schwab for this benefit to provide time to give back to our community and bonding with my team. hashtag

I am grateful to Schwab for the opportunity to spend time with friends and family on a monthlong Sabbatical. I was able ...
08/15/2023

I am grateful to Schwab for the opportunity to spend time with friends and family on a monthlong Sabbatical. I was able to take a trip with my college girlfriends in the beautiful mountains of Colorado enjoying hikes, yoga, and lots of laughs. Then I was off to La Jolla for a family trip relaxing on the beach. The finale was a visit to Napa Valley exploring wineries, eating amazing food, and making new friends. Now I'm back to work feeling refreshed and focused and reconnecting with our wonderful clients. ,

We’re forever dedicated to being first in the hearts of our clients. We are deeply honored to rank  #1 in the J.D. Power...
06/14/2023

We’re forever dedicated to being first in the hearts of our clients. We are deeply honored to rank #1 in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study and to rank highest in products and services and value for fees.

Charles Schwab has earned the highest ranking in overall customer satisfaction in the J.D. Power 2023 U.S. Full-Service Investor Satisfaction Study, SM . With an index score of 752 on a 1,000-point scale, Schwab scored 25 points above the industry average in overall satisfaction. According to the st...

Charles Schwab now has a formal partnership with the Girl Scouts. We recently hosted a local troop in our branch and we ...
05/18/2023

Charles Schwab now has a formal partnership with the Girl Scouts. We recently hosted a local troop in our branch and we introduced them to the world of investing. ,

Adjustable-rate mortgages are on the rise—but are they right for you?
02/24/2023

Adjustable-rate mortgages are on the rise—but are they right for you?

Adjustable-rate mortgages are on the rise—but are they right for you?

An unfortunate reality of aging is the natural decline in cognition. Here's how to help protect your finances.
02/22/2023

An unfortunate reality of aging is the natural decline in cognition. Here's how to help protect your finances.

An unfortunate reality of aging is the natural decline in cognition. Here's how to help protect your finances.

Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you migh...
02/16/2023

Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you might consider a donor-advised fund instead.

Is a private foundation the best way to further your family's philanthropic goals? Here's how to decide—and why you might consider a donor-advised fund instead.

How can you pass on the joy of   to your family members and loved ones? In the latest Main Street Story, one Schwab Char...
02/10/2023

How can you pass on the joy of to your family members and loved ones? In the latest Main Street Story, one Schwab Charitable donor learned about the lasting benefits of a comprehensive giving plan. https://bit.ly/3RMqF2G

Learn how to change the way your family thinks about donating to charity and see how you could make an impact for years to come.

Should You Pay Off a Mortgage Before You Retire?Whether it makes financial sense to pay off your mortgage depends on you...
02/05/2023

Should You Pay Off a Mortgage Before You Retire?
Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.

Whether it makes financial sense to pay off your mortgage depends on your individual situation. Here are some things to consider.

How to help position your portfolio in anticipation of an economic downturn.
01/29/2023

How to help position your portfolio in anticipation of an economic downturn.

How to help position your portfolio in anticipation of an economic downturn.

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16 Corporate Plaza Drive
Newport Beach, CA
92660

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