Our Beacon Pointe northern California office and team office joined Beacon Pointe as the second partner office in 2011 with approximately $50 million in assets under management. The original Partner, Rocky Lin, CFA, and Beacon Pointe were both taking a leap with the partnership since the firm had just launched the mergers and acquisitions arm of the business earlier this same year.
Now, just over six years later, the northern California office has just surpassed $500 million in AUM with some other major milestones along the way. In 2017, our northern California team added a new Partner, Stephanie Rumold, CFP® and nearly doubled the size of their advisory team.
“It is pretty amazing. We have the right team put together to best serve our existing clients and open our doors to serving more new clients. Combine our team with the operational leverage from Beacon Pointe headquarters, we see our office growing to $1 billion AUM very quickly. What a fun ride!”
– Rocky Lin, CFA, Managing Director & Partner
Beacon Pointe Wealth Advisors has nine partner offices located nationally and approximately $2 billion in total assets (as of 12/31/2018). To hear from some of our other partners and their success stories, click here.