Charlie is a Partner and Senior Wealth Advisor for the Beacon Pointe Los Angeles office. Charlie has over 15 years of experience working with high-net-worth individuals, families, and institutions to help navigate all aspects of their financial lives. Prior to joining Beacon Pointe, he worked at BNY Mellon Wealth Management, where he sat on the Equity Strategy Committee overseeing the equity portion of the $300 billion in assets managed. Previous to BNY Mellon, Charlie worked as a small-cap equity analyst for ICM Asset Management. While there, he constructed valuation models for proposed investments and built out option writing strategies designed to mitigate risk and generate additional portfolio returns. Charlie is a member of the CFA® Society of Los Angeles as well as the CFA® Society of Orange County. Additionally, he is a Certified Exit Planning Advisor (CEPA) and a member of the Exit Planning Institute. Charlie graduated from Whittier College with a concentration in international business. He captained the Whittier College golf team and is still an avid golfer in his free time.
Estate Planning in Los Angeles, CA
Discover peace of mind through our estate planning services in Los Angeles, CA with Beacon Pointe Advisors. Our dedicated team tailors personalized strategies to safeguard your legacy, offering comprehensive reviews of your will and trust(s), and other essential estate planning documents.
We’re Local
11601 Wilshire Boulevard Suite 1600 Los Angeles, CA 90025
Secure Your Financial Future
with Estate Planning Assistance
Personalized Estate Planning Guidance Designed Just for You
Attain Estate Planning Freedom
Maximize Your Estate
with Our Los Angeles Financial Planning Team
Ensure the security and optimization of your investments in coordination with your financial and estate plans with the help of our experience wealth advisory team in Los Angeles.
Help Reduce Your Tax Bill Through
Our Estate & Tax Strategy Planning
Navigating the complexities of taxes can be daunting. Our wealth advisory team is staffed with trained professionals well-versed in the intricacies of taxes. Talk tax strategy whenever you need it from Beacon Pointe Advisors, ensuring confidence and accuracy in your estate planning.
Women & Men Have Unique Estate Planning Needs
Estate and financial planning should take into account the unique considerations that individuals may face based on factors such as gender. Women, on average, tend to have longer lifespans than men. This longevity introduces specific challenges, such as increased healthcare costs and potential long-term care needs, making it essential to craft personalized estate plans that address these aspects and ensure financial security throughout the entirety of one’s life and Beacon Pointe is here to help you.
Your Success is Our Priority
As one of the leading registered investment advisory (RIA) firms in Los Angeles and throughout the United States, Beacon Pointe Advisors takes pride in our holistic allWEALTH® approach that centers on aligning your wealth with what matters most to you. Our clients appreciate our unwavering commitment to your well-being, ensuring that we care about you and your family, and strive for nothing but the best for you and your finances.
Find Your Financial Advisor in Los Angeles
Charlie Phillips, CEPA
Partner, Senior Wealth Advisor
David Szabla, CFP®, CRPC®
Wealth Advisor
David is a Wealth Advisor for the Beacon Pointe Los Angeles office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, David worked as a Financial Advisor at Merrill Lynch and Voya Financial. David graduated from the University of Washington and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations. Outside the office, David enjoys traveling, snowboarding, and spending time with friends and family.
Indya Yuill
Partner, Managing Director
Indya is a member of the Beacon Pointe Board of Advisors and is part of the firm’s management team setting strategic direction for the firm and its nationwide initiatives. She also oversees Beacon Pointe’s Los Angeles regional office, providing customized wealth management solutions to corporate executives, professionals and their families. Through comprehensive planning and investment management, Indya develops strategies to help clients meet their financial goals. Previously, Indya worked as a Regional Vice President and Portfolio Specialist at Guggenheim Investments, in Institutional Sales at Citigroup in Sydney, and as a Credit Analyst at Macquarie Investment Bank in New York. Alongside female peers and fellow Beacon Pointe financial professionals, she is passionate about empowering women, both personally and professionally, and is an active member of Beacon Pointe’s Women’s Advisory Institute. Indya is a graduate of the University of Southern California (USC) Marshall School of Business.
Julia Cummings
Senior Wealth Advisor
Julia is a Senior Wealth Advisor at Beacon Pointe, where she focuses on fostering strong client relationships and driving new client development. With a career spanning Bernstein Wealth Management, JP Morgan, and AdvicePeriod—a boutique financial planning firm serving ultra-affluent clients—she brings deep expertise in investments, financial planning, and estate strategies to her role as a senior member of the firm. Leveraging her robust experience, Julia delivers customized solutions for clients and is an active member of Beacon Pointe’s Women’s Advisory Institute.
A Los Angeles native, Julia graduated from Amherst College in Massachusetts, where she was as a dual-sport varsity athlete in soccer and softball, earning NESCAC All-Academic honors in 2006 and 2007. She later served as secretary of the Amherst Alumni Association from 2016 to 2018. Splitting her time between Arizona and Los Angeles, Julia guides clients to financial success while growing a family with her two-year-old son.
Matthew MacDonald, CFA®
Senior Wealth Advisor
Matthew MacDonald is a Senior Wealth Advisor for the Beacon Pointe Los Angeles office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Matthew began his career in 2001 on the trading floor at Credit Suisse First Boston in New York before taking his career overseas, gaining extensive experience in global investments and financial planning. He previously was a Managing Director at Deutsche Bank in Hong Kong and held various leadership and institutional sales positions over a 16-year period in Asia, the United Kingdom, and the United States. Prior to joining Beacon Pointe, he spent three years as a Wealth Advisor and Senior Vice President with Wells Fargo Private Bank in Beverly Hills, California. Matthew is a graduate of the University of British Columbia’s Sauder School of Business and holds the Chartered Financial Analyst® (CFA®) designation. Matthew currently resides in West Los Angeles with his wife and three children, and outside of the office he enjoys golfing and travel.
Trenton Jolly, CFP®
Wealth Advisor
Trent is a Wealth Advisor for the Beacon Pointe Los Angeles office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Trent worked at Wells Fargo Advisors within their Wealth and Investment Management division. He earned a BA in Economics from the University of California, Los Angeles, and is a CERTIFIED FINANCIAL PLANNER® (CFP®).
Trey Prenovost
Associate Wealth Advisor
Trey is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Trey earned his Bachelor of Arts degree in Business Administration with a dual concentration in Finance and Information Systems from the University of Washington. Outside of the office, he enjoys golfing, traveling, and spending time with friends and family.
William Blackard
Associate Wealth Advisor
William (Will) is an Associate Wealth Advisor for the Beacon Pointe Los Angeles office and is responsible for partnering with the firm’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. His duties include investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Will worked as a revenue manager for Reynolds American Inc., where he optimized pricing strategies for the firm’s robust product portfolio. He decided to make a career pivot after finding a passion for investing, financial planning, and helping people make sense of their complex financial journeys. Will graduated from the University of North Carolina with a bachelor’s degree in business administration and earned his MBA from the University of Florida. Outside of the office, Will enjoys traveling, golfing, and spending time with friends and family.
Ensure You’re Covered with Our Estate Planning Services in Los Angeles, CA
Ready to build your estate plan? Refresh it? Together, we can ensure you and your family are protected with the necessary estate planning documents. Our team of financial advisors in Los Angeles looks forward to supporting you and your journey towards achieving your life and legacy goals.
