Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
New
Patrick McCann is a financial advisor in Newport Beach, California, registered since Jan 2026. Patrick joined Spearhead Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Patrick holds the CFA designation.
At a glance
ExperienceNew to the profession (since Jan 2026)
How that compares ?New to the profession
Office23 Corporate Plaza, Suite 150, Newport Beach, CA 92660
How the firm is paid ?Percent of assets
Typical client at the firm ?$677,396
Advisors at the firm4
States licensed ?1 state
Services through Spearhead Advisors
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Jan 2026 – nowSpearhead Advisors, LLCCurrent firm
Contact Patrick
(949) 393-2070Spearhead Advisors main office 23 Corporate Plaza, Suite 150Newport Beach, CA 92660Office · Get directions Firm websitespearhead.investments
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Spearhead Advisors at (949) 393-2070 and ask for Patrick McCann. Patrick works from the Newport Beach, CA office.
How long has Patrick been a financial advisor?
Patrick is new to the profession, registered since Jan 2026, and holds 0 licenses.
What licenses does Patrick hold?
No exams are listed on the official record.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
Spearhead Advisors reports being paid by a percentage of the assets they manage. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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