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Why We Do What We Do

Royce R. Running

Royce Running, Financial Planner in Southern California, Orange County, Fullerton

What gets me out of bed in the morning, is knowing that every day I have the ability to positively impact someone’s future.

Royce grew up in the San Francisco Bay Area, where his grandfather – a long-time pilot for United Airlines – taught him the “ins-and-outs” of Warren Buffet’s value investing strategy. This foundation of financial knowledge cultivated his passion to help people on all things financial. 

This led him to an advisory position at a Wall Street financial firm on a team managing $400 million in assets. However, Royce realized that he was constrained by the firm’s products and was not able to provide the comprehensive, unbiased financial advice he wanted to deliver his clients. This ultimately led him to establish Newport Harbor Wealth Management, where he and his team could provide honest, truly independent financial advice and services. 

Outside of the office, Royce is an avid sports fan; rooting for his hometown San Francisco Giants & 49ers, the Golden State Warriors, and the Anaheim Ducks. He also enjoys being active, whether it be hiking Crystal Cove State Park, stand-up paddleboarding in Newport Harbor, or running the trails around Back Bay. You may also find him out trying craft beers at the local breweries, taking in a concert at Hollywood Bowl, or eating out at some of his favorite hole-in-the-wall restaurants. 

Education: 

University of California, Riverside
Bachelor of Science – Business Administration

Industry Licensing:

Series 7
Series 66
Life & Health Insurance License  - California #0F64681
Life & Health Insurance License – Wisconsin #9253072

FINRA BrokerCheck:

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