Just like in #sports, financial planning is all about mastering time management, setting your clients (and teammates!) up for success, and celebrating each and every win along the way. In honor of #NationalSportsDay today, we're putting on our game face to highlight the invaluable lessons our Beacon Pointe athletes have learned on and off the field—and how they apply those learned lessons in their daily lives as wealth management professionals. https://lnkd.in/gHJmYd3H
Beacon Pointe
金融服务
Newport Beach，California 6,966 位关注者
An independent advisory firm dedicated to providing clients with objective, thoughtful investment & financial guidance.
关于我们
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.
- 网站
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https://www.beaconpointe.com
Beacon Pointe的外部链接
- 所属行业
- 金融服务
- 规模
- 501-1,000 人
- 总部
- Newport Beach，California
- 类型
- 私人持股
- 创立
- 2002
- 领域
- 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和Employee Sponsored Retirement Plan
地点
Beacon Pointe员工
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Garth Flint
Partner, Founder at Beacon Pointe Advisors
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Hal Smith, CDFA?, NSSA?, LTCP
Senior Wealth Advisor at Beacon Pointe Advisors
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Karina Melancon
Seasoned IT Professional with 20+ Years in Product Ownership, Product Management, Release Management, and Business/System Analysis. Proven Leader and…
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Brian Coughlan, MBA, MSIM
Partner, Managing Director at Beacon Pointe Advisors
动态
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Our Beacon Pointe Lake Elmo team recently hosted two festive ‘Women, Wealth, and Wine’ events at Down To Earth Garden Center and Zywiec's Garden Center, bringing the holiday spirit to life! Attendees enjoyed a cozy hot chocolate bar, delicious cookies, and end-of-year financial planning tips shared by wealth advisors Cathy Jenson, CFP? and Leah Brooks, CFP?. The evening concluded with a creative holiday touch – crafting beautiful porch pots to take home. Thank you to all who joined us for this festive fun event!
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This Thanksgiving, we’re reminded of the importance of gratitude in everything we do. We’re thankful for the opportunity to serve our clients and support our community, both through our work and by giving back where it’s needed most. Taking time to appreciate what we have helps us stay grounded and focused on serving others with care. Wishing you a fulfilling Thanksgiving surrounded by gratitude and those you cherish most!
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2024 was a year of economic surprises and shifts that left many investors with questions about what’s next. Join us on December 12th for our year-end market recap, where Beacon Pointe CIO, Michael Dow, CPA, CFA, CAIA and Deputy CIO, Julien Frazzo will review this year's key market moves and share an informed outlook for 2025. Reserve your virtual seat today! https://lnkd.in/gtRhPzbx
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Stay proactive as the year comes to a close! We are sharing a summary of portfolio-related year-end income, tax, and estate planning considerations, some of which should be completed before the end of the year. https://lnkd.in/g-haRs47
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Beacon Pointe Advisors, the largest female-led RIA in the US, welcomes Jon Frojen as its new CFO. With a proven track record at Osaic, United Capital, and Cetera, Frojen's leadership will help drive growth and enhance client service. Beacon Pointe’s AUM now stands at nearly $37B following recent acquisitions. https://hubs.la/Q02YMfNp0
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?? New Leadership at Beacon Pointe Former Osaic CFO, Jon Frojen, has joined Beacon Pointe as the firm continues to strengthen its leadership team. This strategic addition is expected to support Beacon Pointe's growth and innovation in the RIA space. ?? Read more about the new hire and what it means for the firm’s future: https://spr.ly/6043sYRXH What are your thoughts on the importance of financial leadership in driving growth for RIAs? Share below! ?? #WealthManagement #RIA #Leadership #IndustryNews
Former Osaic CFO Joins Beacon Pointe
wealthmanagement.com
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Our San Diego offices recently joined forces to host a memorable client appreciation and market outlook event at the University of San Diego. They welcomed 100 attendees for an evening filled with market insights, meaningful connections, and community. Special thanks to our keynote speaker, Beacon Pointe CIO Michael Dow, CPA, CFA, CAIA, whose wit and expertise captivated the crowd. Thank you to everyone who made this a memorable evening!
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Our Beacon Pointe Palm Desert team proudly supported the Desert Cancer Foundation during the 18th annual “Paint El Paseo Pink” walk! With over 2,500 participants, the event showcased incredible community spirit toward an amazing cause. Families came out to support, including the Beacon Pointe kids rocking their handmade t-shirts by Amber Lembo. Since 1994, the Desert Cancer Foundation has been dedicated to helping residents access essential cancer care, providing financial assistance to those without health insurance or sufficient funds. Together, we can continue making a difference in our communities!
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Congratulations to our CEO, Shannon Eusey, for her recognition in the Orange County Business Journal 2024 OC500 Directory of Influence! Honoring individuals who have significantly impacted the greater Orange County area, we celebrate Shannon’s positive influence, dedication to community betterment, and leadership of Beacon Pointe. https://lnkd.in/g2tur6kR
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