Beacon Pointe Wealth Advisors continues to grow and is very excited to announce that Tyler Brock, CFP® joined the Northern California office of BPWA as an investment advisor. Prior to joining BPWA, Tyler worked for Bernstein Global Wealth Management, The Presidio Group, U.S. Trust, Goldman Sachs (SLK Fixed Income Division) and a local RIA.
Tyler graduated from the University of Colorado, Boulder where he earned a BS degree in Business Administration and he holds the Certified Financial Planner (CFP®) designation. He is a member of The Guardsmen, a local charitable organization and he lives in Marin County, CA with his wife and two sons.
When asked about Tyler joining the team, Eric Howie, CFP®, ChFC®, Managing Director and Partner of BPWA said, “Tyler brings with him a wealth of knowledge, and will be a terrific addition to the team. Our office now has additional capacity to bring on and serve new clients while protecting our existing clients. I have been looking to bring on people like Tyler for a long time, am excited about this new partnership, and am energized about the growth of our firm.”
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:
Family-oriented, Ambitious, Collaborative, Entrepreneurial, Service-minded