Beacon Pointe University: Meet Our Summer Intern Class of 2016!

Beacon Pointe University (BPU) was founded upon our vision of becoming the premier educator in the local Orange County community on areas of personal finance and investments. Through an educational course and a comprehensive summer internship program, Beacon Pointe is committed to the financial well-being of “friends and family” of the firm and aims to assist them in being better stewards of their individual and family finances.

BPU would like to give a big “thanks!” to the incredible 2016 Summer Internship Class for all of the hard work and energy they have brought to the office this summer.

Upon the completion of the internship program, we wish all of our interns the best of luck as they return to universities around the country and continue to explore different career opportunities!

BPU: Meet Our Summer Intern Class of 2016!

About Beacon Pointe:

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:






Dedication to Service

The Beacon Pointe team is dedicated to delivering a superb service experience to every client. We understand the importance of being responsive, proactive and strive to go the extra mile to meet the needs of our clients.


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

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