Regional Vice President, Senior Trust Officer

Amy Avelar

4301 MacArthur Blvd.
Newport Beach, CA 92660
(949) 476-5515


Amy Avelar has 24 years of experience in wealth management, working with individual clients, families and non-profit foundations. Her expertise is in estate and trust planning with a focus on personal and charitable trust administration.

Amy graduated from the University of California, Irvine with a Bachelor of Arts in Social Science and a minor in Business Management. She is also a graduate of Cannon Financial Institute and is a Certified Trust and Financial Advisor (CTFA). She also holds a Series 65 license.

How can I help you achieve your goals?

My Specialties
  • Trusts
  • Wealth Investment Management
  • Retirement/IRA's
  • Estates

Amy enjoys traveling internationally, skiing, and spending time with family and friends.