Beacon Pointe Advisors (“Beacon Pointe”) is honored to receive recognition from The OC Register, celebrating our dedication to serving wonderful clients and fostering growth. We’re grateful to The OC Register for highlighting Beacon Pointe’s role in the Orange County community and for acknowledging the talented leaders who drive our mission forward. Below are various year-over-year OC Register recognitions and noteworthy news of Beacon Pointe:
2024 – Beacon Pointe is thrilled to be featured in the Best of Orange County list for 2024, receiving recognition in the ‘Best Wealth Adviser’ category! Readers of The OC Register voted Beacon Pointe Advisors in Newport Beach, CA as the top wealth adviser in Orange County as part of the 31st annual Best of Orange County readers’ choice awards.
To view the Best of Orange County 2024: Best Wealth Adviser feature, click here.
To view the full list of the Best of Orange County 2024 winners, click here.
2014 – The OC Register highlights Beacon Pointe’s very own Mark Moehlman, discussing his involvement in the University of California, Irvine Financial Literacy Program.
To view the full article feature, click here.
About The OC Register:
The Orange County Register, commonly referred to as The OC Register, is a daily newspaper headquartered in Santa Ana, California. It mainly reports on news and happenings within Orange County and is a member of the Southern California News Group (SCNG). Its coverage includes local politics, business, community events, and more, available through print, digital, and mobile formats.
About Beacon Pointe:
Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Institutional and private 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 through our proprietary allWEALTH® approach. For more information on Beacon Pointe’s wealth advisory services, please visit www.beaconpointe.com.
To view additional Beacon Pointe awards and recognitions, please click here.
Important Disclosure: Third-party awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the adviser’s clients. Registration as an investment advisor does not imply a certain level of training or skill. Beacon Pointe Advisors did not pay to participate in any award or survey. This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. An investor should consult with their financial professional before making any investment decisions. For additional information about industry awards and rankings please see Important Disclosures.
To view additional Beacon Pointe awards and recognitions, please click here.
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