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 6,937 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 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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Disciplined, strategic planning is essential for navigating life's uncertainties. Beacon Pointe Managing Director, Chuck Carrick, CFP?, ChFC shares his unique perspective on applying military precision to financial planning. Discover how his time as a sentinel guarding the Tomb of the Unknown Soldier has played a role in helping Beacon Pointe clients. https://lnkd.in/g4njHSrh
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The 2025 retirement contribution limits have been announced, providing new opportunities to enhance your retirement savings. In our latest blog, we break down the details for 401(k), IRA, and other plan contribution limits, as well as updated catch-up options for those over the age of 50. Whether you’re nearing retirement age or planning ahead, understanding these limits is key to maximizing your retirement savings each year. Our Retirement Plan Services Group provides insights on how you can leverage these updates to stay on track with your financial goals. https://lnkd.in/gFzxxxk6
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Our Beacon Pointe Philadelphia team recently hosted an empowering Women’s Advisory Institute (“WAI”) event for our female clients, taking on the ‘Badass Women’s History’ walking tour with Beyond the Bell Tours. From government trailblazers to art, medicine, activism, and gender fluid inspirations, the group explored the legacy of women who have help shaped Philly!
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“It's never paid to bet against America.” - Warren Buffett The Bureau of Economic Analysis (BEA) reports a 2.8% U.S. growth rate for Q3, with the Atlanta Fed projecting a 2.3% growth rate for Q4. Despite previous rate hikes designed to slow things down, the economy is still growing faster than expected, with consumer and business spending remaining resilient. Following the 2024 #election results, bond yields are up, and stocks are climbing as markets anticipate more growth – and potentially higher deficits – with a Republican sweep. Keep up to date with the latest market insights—dive into this month’s ‘Pointe of View’ for an in-depth analysis from our Investment Research Team. https://lnkd.in/gxXbTPw3
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Our Beacon Pointe Dallas advisory team recently hosted an incredible event featuring the Honorable former Ambassador Aldona Wo? , Tracy Schandler Walder, and Larry Redell. Over 50 guests joined us for a dynamic conversation covering key topics from diplomatic relations to front-line intelligence work, offering a unique perspective on global and domestic issues. Thank you to all who attended and helped make this event a success for our clients, friends, and family!
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On Veteran’s Day, we extend our sincerest gratitude to those who have served our country with courage, including the remarkable veterans within Beacon Pointe, whose sacrifices reflect values that continue to inspire us. Your service to our country is met with our highest admiration and deepest appreciation today and every day. We’re proud to celebrate our Beacon Pointe veterans! https://lnkd.in/gvdgqWdV
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Beacon Pointe is proud to be featured in the Best of Orange County list for 2024! We are humbled and honored by this Orange County Register recognition. https://lnkd.in/gWV4Fbmc
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