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
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Despite inflation concerns and geopolitical tensions, market optimism fueled by #AI advancements remains strong. #Nvidia’s staggering 150% return highlights this trend, driving the S&P 500 to a total of 31 all-time closing highs in the first half of 2024. A strong first half in markets has historically boded well for the rest of the year. However, the run-up to the U.S. presidential #election in November and uncertainty about the path of #interest rate cuts could lead to more volatility in the second half of the year. Gain more insight from our Investment Research Team in our July ‘Pointe of View.’ https://lnkd.in/g6ZeBB3D
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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.
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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
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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
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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
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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
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