Broker Check

Our Advisors

We believe our team approach adds a broader perspective to all we do and provides increased benefits to our clients. Our team includes a number of experienced advisors. Meet our team below, where you can read more about their backgrounds, send them an email, or schedule a face-to-face meeting.

Charles Farrell (click name to read bio)
President & CEO
Financial Planning & Investment Specialist
65RETIRE Wealth Advisors
23 Corporate Plaza Drive, Suite 150  
Newport Beach, CA 92660
Phone: 888-657-3847
Fax: 888-369-3647
Email: cfarrell@65retire.com
CA Life Insurance License: 0B77357

Click to Schedule an Appointment with Charles Farrell
Directions to My Office


Special thanks to Arthur Cooper & David McManus of Cooper McManus for their ongoing support of 65RETIRE Wealth Advisors. Our smooth transition to becoming independent, fee-based, financial planning specialists would not have been possible without their valuable guidance and expertise. Experienced stockbrokers and financial planners searching for better ways to serve clients are encouraged to call us. We understand the importance of confidentiality and all discussions are held in strict confidence.

Arthur Y. Cooper (click name to read bio)
President
Cooper McManus
9870 Research Drive
Irvine, CA 92618
Phone: 800-516-5333 X104
Fax: 800-516-4319
Email: hq@65retire.com
CA Life Insurance License: 0798385


David McManus (click name to read bio)
Vice President
Cooper McManus
9870 Research Drive
Irvine, CA 92618
Phone: 800-516-5333 X105
Fax: 800-516-4319
Email: hq@65retire.com
CA Life Insurance License: 0B60703


Sydney Riccio (click name to read bio)
Financial Advisor
65RETIRE®, Riccio Wealth Management Advisors, Cooper McManus
9870 Research Drive
Irvine, CA 92618
Phone: 949-338-5518
Fax: 949-788-1871
Email: hq@65retire.com
CA Life Insurance License: 0F81384


Jason Werner (click name to read bio)
Financial Advisor
65RETIRE®, Cooper McManus
9870 Research Drive
Irvine, CA 92618
Phone: 949-788-1868
Fax: 888-369-3647
Email: hq@65retire.com
CA Life Insurance License: 0F81384