NEWPORT BEACH, Calif., Monday, December 9, 2024 – Beacon Pointe Advisors has hired Greggory (Gregg) Cowan as a Retirement Plan Business Consultant. Gregg joins Beacon Pointe from Capital Group, where he served as their Regional Vice President and Retirement Plan Counselor.

In this new role, Gregg will support the growing portfolio of Beacon Pointe’s Retirement Plan Services Group, which provides fiduciary and investment consulting to 401(k) and 403(b) plans, endowments, foundations, and individual clientele since 2002. Leveraging over a decade of experience, he will focus on helping advisors grow their retirement plan business, supporting participant investment outcomes, and delivering comprehensive fiduciary support during the accumulation and distribution phases.

Gregg holds several professional designations, including the Accredited Investment Fiduciary (AIF®), Professional Plan Consultant (PPC™), and Certified Plan Fiduciary Advisor (CPFA®). He brings expertise in strategic decision-making, client satisfaction, and practice management. His prior roles include Financial Planner at Continuum Consulting Group, further expanding his financial background. Gregg holds a Master of Arts with honors in Biblical Studies and Theology from Fuller Theological Seminary with honors and a Bachelor of Arts in Religious Studies from Vanguard University, graduating Magna Cum Laude. He also has a strong commitment to community service, volunteering with the Royal Family KIDS, the Special Olympics, and Meals on Wheels.

Mike Breller, Beacon Pointe Managing Director of Institutional Consulting, shares, “Gregg brings tremendous experience from American Funds, where he has consulted and supported advisors grow their retirement plan business for more than a decade. We are excited about the leadership he will bring to Beacon Pointe’s retirement plan efforts and the contributions he will make to our continued success in this area.”

Beacon Pointe Advisors is excited to welcome Gregg Cowan and looks forward to the expertise he will bring to the firm’s retirement plan consulting efforts.

About Beacon Pointe Advisors:

Beacon Pointe Advisors is the nation’s most prominent female-led registered investment adviser (RIA), with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans to achieve each client’s unique set of goals. For more information on Beacon Pointe Advisors retirement plan services, please visit beaconpointe.com/retirement-plan-services.

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Media Contact:

Alli Warner
(949) 718-1634
awarner@beaconpointe.com