Fulcrum Partners Newport Beach

Fulcrum Partners Newport Beach is a partner office with Fulcrum Partners Los Angeles. The two offices provide executive benefits solutions that are comprehensively and holistically designed for each client’s unique needs. The firm’s specialties include: Issues of DCP fixed account crediting rate options // DB SERP conversions // Executive Disability Insurance // Executive Life Insurance// Executive Carve Out Benefits

 

Executive Benefits and Deferred Compensation Team

At Fulcrum Partners Newport Beach, Phil Currie, Adam Monson, and Tom Cook serve a client base that is both regional and national. To each client and each project, they bring an in-depth understanding of how benefit plans align with corporate objectives and how to best synthesize human resources, finance, and legal components.


Phillip L. Currie, Jr., Managing Director Fulcrum Partners Newport Beach and Los Angeles, CA

Phillip L. Currie Jr.

Managing Director
213.438.6382
818.521.3663

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Phil Currie

Phillip L. Currie, Jr., Managing Director Fulcrum Partners Newport Beach and Los Angeles, CA – Phil Currie brings more than 25 years of professional experience to his role as Managing Director Fulcrum Partners Los Angeles and Fulcrum Partners Newport Beach. His many Fortune 1000 clients value the integrity and experience he brings to each client relationship….

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Adam Monson, Financial Consultant Fulcrum Partners Newport Beach, CA

Adam Monson

Financial Consultant
213.438.6382
520.664.7507

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Adam Monson

Adam Monson, Financial Consultant Fulcrum Partners Newport Beach, CA – Adam started his career with Northwestern Mutual where he earned the company’s Bronze award as a top tier, first-year advisor. Additionally, Adam was honored with the Pacesetter First 40 Award and the Pacesetter Second 60 Award, earned by fewer than…

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Tom Cook Fulcrum Partners Newport Beach

Tom Cook

Financial Consultant
213.438.6382
407.718.1320

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Tom Cook

Tom Cook, Financial Consultant Fulcrum Partners Newport Beach, CA – Leadership and technical skills define Thomas Cook, CFA. From his days as a starting quarterback for Division I Davidson College, to his precision and acumen in designing and delivering comprehensive and integrated retirement plan solutions, Tom is there to call the…

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Fulcrum Partners Nationwide Offices

Fulcrum Partners is a wholly independent, member-owned executive benefits consultancy. You’ll find the company’s offices in nationwide locations from Washington D.C. to Honolulu, Hawaii.

Founded in 2007, the senior consultants at Fulcrum Partners average more than 31 years of financial services experience that covers a range of industries and professions. By leveraging their collective intellectual capital, experience, and broad multidisciplinary industry relationships, the team at Fulcrum Partners has assisted numerous Fortune 1000 clients in enhancing a Total Rewards Strategy that is mutually beneficial to executives and to the organization.

 

Succession Planning

Time and money.

Protect your assets with business succession plans, buy/sell agreements, key person insurance, disability insurance, and executive life coverage.

//Executive insurance products for companies and individuals.//

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Fulcrum Partners Asks // Who Inspires You?

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