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NORTHERN TRUST IN ORANGE COUNTY

Our uniquely personalized approach will help you make informed decisions and realize the full potential of your wealth.

Your Trusted Wealth Management Partner

Tailored Advice

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Business Owners

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Multigenerational Families

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Executives

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Women

PROFESSIONAL ADVISORS

Explore insights for your practice and your clients.

Case Study: Avoiding Unintended Consequences

Learn how we helped one family update their wealth plan to truly deliver on their intentions and meet the needs of future generations.

Our Orange County Team

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Mark A. Hardtke Sr.

President, Orange County

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Frank DiFerdinando

Senior Regional Wealth Advisor

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Monika Lopez

Senior Investment Officer

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Raj P. Singh

Senior Banking Director

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Dawn Meyer Keeney

Senior Fiduciary Officer

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Ali Nafii

Senior Portfolio Advisor

Find Your Local California Office
1
Orange County
660 Newport Center DriveSuite 1100Newport Beach, CA 92660
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2
LOS ANGELES
2049 Century Park EastSuite 3600Los Angeles, CA 90067
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3
PASADENA
201 South Lake AvenueSuite 600Pasadena, CA 91101
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4
SAN DIEGO
4747 Executive DriveSuite 1100San Diego, CA 92121
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5
SANTA BARBARA
1485 East Valley RoadSuite 7Santa Barbara, CA 93108
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6
San Francisco
580 California StreetSuite 1800San Francisco, CA 94104
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Guided by The Northern Trust Institute’s evidence-based approach, our advisors can recommend strategies that have proven most effective. Connect with us to secure your financial future.

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