On Saturday, May 2, 2015, fifty-five Girl Scouts of Orange County received their Financing My Dreams and Financing My Future Badges after completing Beacon Pointe’s “Fun with Finance” Workshop. The workshop was hosted at Beacon Pointe (BP) Headquarters in Newport Beach, CA, and the BP Women’s Advisory Institute Board lead both the Cadette and Senior group Girl Scouts of Orange County workshops.
As always, Beacon Pointe’s mission is to Educate, Empower and Engage the next generation in their personal financial lives.
About Womens Advisory Institute:
We are moms, daughters, wives, sisters and friends. We’re also business owners, financial planners, investment advisors and lawyers. We understand you because we are just like you.
Beacon Pointe 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 are 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.
Our mission is to provide comprehensive, objective investment advice and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.
Our employees are the FACES of Beacon Pointe:
Family-oriented, Ambitious, Collaborative, Entrepreneurial, Service-minded
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