Beacon Pointe Wealth Advisors Announces Additional California Expansion
Southern California Presence Continues with Palm Desert Location
Newport Beach, CA – Monday, July 31, 2017 – Beacon Pointe Wealth Advisors (BPWA), a comprehensive wealth advisory firm and national enterprise building partnership, announces their newest partner office in Palm Desert, California. This new office addition further expands Beacon Pointe’s reach across the state of California and is conveniently located in central Palm Desert on the well-known street of El Paseo, the desert’s very own “Rodeo Drive,” making it a primary location in a provincial and affluent marketplace.
“We’re thrilled to add yet another Southern California office and bring on a dynamic team,” states Matt Cooper, President – BPWA. “Our two new partners are energized and eager for growth. They fit in extremely well with the Beacon Pointe culture and will be fantastic advocates for the firm and their clients.”
The new office partners include Michele T. Sarna AIF®, AWMA®, and Brandt Kuhn, CFP®, long term residents and members of the business community in the Coachella Valley. Michele and Brandt are responsible for the development of financial plans that help clients identify and set goals for wealth accumulation and future needs. The team has an emphasis in the qualified retirement plans area, including design, implementation, and management. Their team oversaw $150M+ at their former firm and will continue to serve private clients, qualified retirement and 401(k) plans. Michele and Brandt will be taking on the roles of Managing Director, Partner and will be joined by two additional staff members, Andrew Castro, Senior Associate – Financial Planning and Amber Lembo, Senior Associate – Client Service.
“We’re very excited to join forces with Beacon Pointe. Partnering with a nationally recognized RIA provides our team the institutional knowledge and leadership needed in the industry today, allowing us to focus on growth and serving our clients,” Brandt states. “We feel this partnership – and the resources associated with Beacon Pointe – will allow us to be on the forefront of strategic and financial planning for our clients.”
With a professional staff of over 40% women and Michele as the firm’s newest female partner, Beacon Pointe is excited to introduce the Women’s Advisory Institute to the Palm Desert region. Beacon Pointe Wealth Advisors – Palm Desert marks the third Beacon Pointe office led by a female partner, the eighth location in the state of California and twelve nationwide offices for the Beacon Pointe family of companies.
About Beacon Pointe’s Advisors:
The Beacon Pointe family of companies, included Beacon Pointe Advisors and Beacon Pointe Wealth Advisors, collectively has over $9 billion in assets under management (as of 12/31/16). Beacon Pointe is headquartered in Newport Beach, California, with office locations 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. For more information on Beacon Pointe’s wealth advisory services, please visit: www.beaconpointe.com. To stay apprised of Beacon Pointe news and happenings, follow our Facebook and LinkedIn pages and Twitter handle.