Regional Vice President, Senior Trust Officer

Amy Avelar

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

Hello!

Amy Avelar has 26 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). In addition, Amy is also an honorary Accredited Trust and Financial Advisor (ATFA) from Campbell University. She 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.

Our thorough approach to Estate Planning will help secure your lasting legacy.
Estate and Legacy Planning
Look forward to the future.
Individual Retirement Planning
Establish a sound succession plan with peace-of-mind for the future.
Succession Planning
Investment and insurance products are offered through OSAIC INSTITUTIONS, INC., Member FINRA/SIPC. Osaic Institutions and First Bank are not affiliated. Osaic Institutions does insurance business in California as Osaic Institutions Insurance Agency, CA Agency License #OH30186. Products and investment advisory services made available through Osaic Institutions are not insured by the FDIC or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank or bank affiliate. These products are subject to investment risk, including the possible loss of value. First Bank Wealth Management is a trade name of First Bank, and certain products and services are provided through First Bank, and its affiliates and subsidiaries. Neither Osaic Institutions or First Bank, nor any of their affiliates or financial advisors, provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions. Use FINRA’s BrokerCheck to learn about the professional background, certifications, licenses, and any regulatory violations or complaints for any financial advisor.