Happy Independence Day from our Beacon Pointe team! Celebrating the land of the free and the home of the brave, we wish you all a day filled with festivities and gratitude for the freedom we cherish. In honor of the holiday, our offices will be closed on Thursday, July 4th, and will resume normal business hours the following day.
Beacon Pointe
Financial Services
Newport Beach, California 6,234 followers
An independent advisory firm dedicated to providing clients with objective, thoughtful investment & financial guidance.
About us
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation.
- Website
-
http://www.beaconpointe.com
External link for Beacon Pointe
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Newport Beach, California
- Type
- Privately Held
- Founded
- 2002
- Specialties
- Wealth Management and Consulting, Performance Measurement and Asset Allocation, Investment Policy Review and Design, Investment Manager/Fund Structure, Investment Manager Search, Institutional Consulting, Retirement Plan Services, and Employee Sponsored Retirement Plan
Locations
Employees at Beacon Pointe
Updates
-
Beacon Pointe reposted this
Three experts cover why investors might want to allocate to #PrivateEquity in today’s environment, the explosive growth of PE evergreen funds, and how #WealthManagement clients should think about investing in PE compared to institutions 👉 https://lnkd.in/eQ2HiVUa FS Investments' Daniel Wilk, CAIA, Bow River Capital's Michael Trihy, CFA, CAIA, and Beacon Pointe Gabriel Husain Kennan also explore the wide array of PE funds to choose from and some of the benefits and drawbacks of each approach. #ATVMasterclass
-
Discover RIA success secrets with Beacon Pointe CEO Shannon Eusey as she unveils our firm’s unique approach to achieving organic growth with WealthManagement.com’s Suzanne Siracuse! From the seamless integration of technology and talent-driving scale to the transformative impact of AI-driven efficiencies and giving women the confidence to dive all in, it all unfolds in this captivating episode.
PODCAST 🎙 In this episode of “Focused on the Future,” Suzanne Siracuse talks with Shannon Eusey, founder and CEO of Beacon Pointe. Shannon opens up about her unique journey, starting from her childhood experiences as the only girl on all-boys sports teams. She also shares her top five trends in wealth management and discusses why scale is crucial for future success. Listen now to the full podcast >> https://lnkd.in/giE_4NXp #FocusontheFuture #Podcast #WomenInFinance #FinancialAdvisors
-
Out of 1,000 wealth advisors, we are thrilled to announce that our senior wealth advisor Karen (Sarten) Reifel, CFP® has been included in the ‘200 RIAs to Watch’ category, securing spot #14 in the 2024 AdvisorHub ‘Advisors to Watch’ awards! https://lnkd.in/g4XwSRqy
-
-
We are thrilled to announce Beacon Pointe has been named a 2024 Worth Media Group Best Leading Advisor! Using a rigorous selection process to identify the nation’s best-registered investment advisors, Worth’s Leading Advisor Program highlights firms that craft tailored strategies to manage their client's wealth. Thank you, Worth Media Group, for this esteemed recognition. https://lnkd.in/gWBP-4XU
-
-
Another hole-in-one success for our Palm Desert team! We recently co-hosted an unforgettable golf tournament in the Coachella Valley, in support of the Pendleton Foundation ’s mission. Dedicated to easing the financial burdens of those battling cancer, the Pendleton Foundation ensures patients can focus on healing without added stress, with over $3 million donated directly to patients over the last two decades. The tournament swung into action, raising over $15,000 in just one afternoon! A heartfelt thank you to our incredible clients, friends, family, and colleagues who joined our Beacon Pointe team on the green for such a meaningful cause! Learn more about the Pendleton Foundation’s impactful work: https://lnkd.in/gXnanDYv
-
Meet the newest powerhouse of the CFP Board Women’s Initiative Council (“WIN”), Beacon Pointe Director of Financial Planning, Kelly DiGonzini, CFP®, MST! With her strong commitment to women’s advocacy and financial literacy, Kelly is an ideal fit for WIN’s mission, helping to boost the presence of women in the financial planning field—a vision that also mirrors the objectives of our Beacon Pointe Women’s Advisory Institute. We are honored to see our director of financial planning positively impact the lives of others and proudly represent Beacon Pointe while doing it. Congratulations, Kelly DiGonzini, CFP®, MST! https://lnkd.in/g_VF4eXT
-
-
The Big Easy? More like the Big Busy for our Beacon Pointe New Orleans team! Our NOLA team recently hosted an enriching event at the Metairie Country Club, educating clients on Social Security and Medicare. With insights from our Associate Director of Financial Planning Alisa G. and Chapter Advisor Ari Parker, it was an insightful event for all. Meanwhile, Associate Wealth Advisors Evan Francioni and Ben Hess wrapped up tax season by delivering essential ‘survival kits’ to our local CPA partners. Last but not least, please join us in welcoming the newest addition to the Beacon Pointe family, Zoe Cochran. Congratulations, Megan Cochran, on your growing family! #BeaconBaby
-