Financial Planner in Newport Beach, CA

Beacon Pointe financial planners focus on full-service financial planning and research-driven investments. We are a Newport Beach-based wealth advisor and one of the nation’s largest Registered Investment Advisor firms (RIAs), working with institutions, defined contribution plans, individuals, and families.

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610 Newport Center Drive Suite 280 Newport Beach, CA 92660

Get Financial Help When Needed Most

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being, including but not limited to:

  • Wealth and retirement planning
  • Estate and tax strategy planning 
  • Insurance reviews and risk assessments
  • Healthcare planning
  • Charitable giving and education planning 
  • Life transition support for divorcées and widows
  • Financial planning for business owners 
  • Multi-generational family wealth and legacy planning
Call Now: (949) 720-9980

Personalized Financial Advice

Work with a financial consultant at Beacon Pointe Advisors and get access to personalized financial advice tailored to your situation and cash flow. Protect assets, grow money, and unlock true financial peace.

Custom Investment Strategies

Learn how to make your money work for you through custom investment strategies. Our financial consultants will work with you to create an investment strategy that aligns with your personal goals.

Gain Financial Freedom

Beacon Pointe is not only here to be your sounding board. We’re here to help you set and reach your financial goals. Our financial consultant staff at our Newport Beach office is ready to help you reach your dreams of financial freedom.

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Optimize Your Investments With a
Financial Planner in Newport Beach

Secure your investments and aim to optimize your strategies with the help of Newport Beach’s financial consultants. We’ll guide you through stress-free investment strategies that are custom-tailored to you.

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Look to Reduce Your Tax Bill with
Tax Strategy & Planning

Taxes can be complicated- that’s why our team in Newport Beach has professional training in the world of taxes. Let’s talk tax strategy anytime you need it at Beacon Pointe Advisors.

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Budget Like a Superhero

Learn how to take control of your money with safe budgeting practices that are designed to help keep your cash flow in line with your goals. Save and budget smarter with Beacon Pointe Advisors.
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We’re The Largest Women-Led RIA in the Nation

If you’re a woman looking for a financial planner in Newport Beach, you’re in luck. Beacon Pointe has advice for women by women, with 60% being in corporate leadership roles.

Women’s Advisory Institute

We’re All About You

Beacon Pointe Advisors is a prominent financial planner in Newport Beach, and has locations across the United States. Our holistic approach focuses on what’s best for you. We care about you and want nothing but the best for you and your finances.

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Meet Your Financial Consultant in Newport Beach

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Andy Rovzar

Associate Wealth Advisor

Ben McGloin, CFA®

Partner, Managing Director

Ben McGloin, CFA® is a Managing Director and Partner in the Beacon Pointe Newport Beach office. Ben has close to 30 years of professional experience advising high-net-worth families, individuals, institutions, and business owners. Harnessing his extensive experience and expertise navigating the intricate world of wealth, Ben has an unwavering passion and relentless commitment to crafting and implementing bespoke wealth management strategies that transform successful individuals and their families’ financial aspirations into enduring legacies. Prior to joining Beacon Pointe, Ben held a variety of investment advisory and fiduciary leadership roles over the course of two decades with BNY Mellon Wealth Management. His prior experience also includes positions as a Global Analyst for Pacific Investment Management Company (PIMCO), a Fixed Income and Derivatives Trader and Treasury Analyst for Investors Bank & Trust in Boston and multiple private banking-related positions for TSB Bank and Ulster Bank in Ireland. Ben is a CFA® charterholder and member of the CFA® Institute, as well as a member of the CFA® Society Orange County. He studied Computer Science at Trinity College in Dublin and earned his Bachelor of Business Studies from Dublin City University in Ireland. Outside of the office, Ben enjoys playing golf, tennis and spending time with family and friends.

Brittany Mangrum

Brittany Mangrum, CFP®

Senior Financial Planner

Brittany Mangrum is a Senior Financial Planner at Beacon Pointe and is responsible for working with the firm’s clients to determine the best strategies to meet their financial goals. Prior to joining Beacon Pointe, Brittany spent five years working for various RIAs, financial planning for individuals in the entertainment industry, and top executives. She also spent two years preparing income tax returns for high-net-worth individuals, partnerships, S-Corps, and non-profits. Brittany graduated from California State University Northridge with a concentration in Financial Planning and is a CERTIFIED FINANCIAL PLANNER® (CFP®). She also earned her Master of Science in Taxation (MST) degree from California State University Northridge focusing on the taxation of partnerships, corporations, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving, and the taxation of real estate. Outside of the office, Brittany enjoys snowboarding, hiking, and chasing around her fearless toddler son.

Darin Simonian, CFP®

Partner, Managing Director

Darin Simonian is a Partner and Managing Director at Beacon Pointe Advisors and is responsible for working with clients to meet their planning, investment, and income goals. With more than three decades of industry experience, Darin specializes in sophisticated investment design, business and tax planning, asset protection and estate planning for families and individuals. He discovered his passion for financial and tax business while attending Whittier College and majoring in Business and Accounting and working for three years at the local CPA firm. Over time, he worked at Arthur Young & Co. (Now Ernst & Young), as an auditor and in their Mergers and Acquisitions department and became a CPA.  Darin transitioned to financial services in 1989, working for sophisticated investor David Murdock (Pacific Holding Company) as a financial analyst on acquisitions and reporting before venturing out on his own in 1991 to form what evolved to be Newport Wealth Strategies (which merged with Beacon Pointe in 2021). Darin is a CERTIFIED FINANCIAL PLANNER® (CFP®), and a licensed CPA though the license is currently inactive as he is not-practicing. A California native, Darin has three grown daughters and lives with his wife of 25 years. In his spare time he enjoys playing a variety of sports and spending time with his family.

James Davenport

Partner, Managing Director

James (Jim) is responsible for counseling clients with their wealth management decisions, particularly in the area of investments. Prior to joining Beacon Pointe Wealth Advisors, Jim worked in Wells Fargo Advisor’s Private Client Group, marketing the firm’s wealth management services to new clients and enhancing existing client relationships. Jim is a Managing Director and Partner with Beacon Pointe, working out of both the Orange County and Inland Empire offices. Jim earned his MBA from Chapman University Argyros School of Business and Economics, and his Bachelor’s Degree from the Annenberg School of Communication at the University of Southern California. He serves on the advisory board for Big Brothers Big Sisters-Inland Empire and also is a member of both the Endowment Council Chapman University and Leaders, Executives, and Directors; Advancing Philanthropy (LEAD-OC). Outside of work, Jim enjoys traveling, playing golf and spending time with his wife and two children.

Jordan Freund

Associate Wealth Advisor

Jordan is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, she worked in wealth management for over eight years and comes with experience in both alternative investments and investment analysis. Jordan earned her Bachelor of Arts degree in Economics from California State University, Fullerton, where she was a member of the Women in Business Leadership Program and the International Economics Honor Society. In her spare time, Jordan enjoys going to film festivals, swimming, and attending concerts.

Josh Rummonds, JD

Wealth Advisor

Josh is a Wealth Advisor representing Beacon Pointe Wealth Advisors in the Central Valley of California. Prior to joining Beacon Pointe, Josh was a financial advisor for the Principal Financial Group where he advised and assisted his clients in establishing sound financial plans which included both investment and insurance advice. With a background in the legal profession Josh has always been required to adhere to the fiduciary standard of placing the interests of the client above his own and the firm he represents. Josh received his Juris Doctorate (J.D.) from Thomas Jefferson School of Law and his Bachelor’s Degree from the University of Southern California. While at USC, Josh played on the baseball team and signed with the Chicago Cubs organization thereafter. Outside of work, Josh enjoys traveling, running with one or both of his dogs and spending time with his wife and son.

Laine Ainsworth, CFP®

Partner, Managing Director

Laine holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification and has been an investment professional for over 30 years. Prior to joining Beacon Pointe Advisors, Laine was a Founding Principal of Wealth Management Network, LLC. Laine is a member of the Dean’s Leadership Circle for the University of California at Irvine Paul Merage School of Business and is a Founding Executive Committee Member of the Center for Investment and Wealth Management at UC Irvine. Mr. Ainsworth is a member of the Hoag Hospital Diplomat Society and was a Charter Member of the PIMCO RIA Advisory Board. He is presently a member of the Chartered Financial Analysts Society of Orange County and has served on the Board of Directors of CASA Orange County. A California native, Laine earned a Bachelor’s Degree in Economics from the University of California at Los Angeles. He and his wife have one daughter who resides and works in New York City.

Lauren Meixel

Director of Operations, Wealth Advisor

Lauren Meixel serves as Director of Operations and as a Wealth Advisor. She is responsible for overseeing the day-to-day client service needs, implementing business policies and best practices for the Beacon Pointe Advisors office in Newport Beach. She is also responsible for partnering with the firms’ advisors to assist in client meetings, document preparation and long-term planning, creating deeper client relationships and contributing to the overall growth of the office. Prior to joining Beacon Pointe, she spent the last six years working at Fidelity Investments and Merrill Lynch where she held roles of increasing responsibility in client services, operations, and compliance. Lauren received her Bachelor of Science degree in Finance from California State University, Fullerton. In her free time, Lauren enjoys cooking, running, traveling, and spending time with family and friends.

Mark Moehlman

Partner, Managing Director

Mark Moehlman holds an MBA from the USC Marshall School of Business, and has dedicated his entire business career to helping others manage their wealth. Mark was born in Los Angeles and moved to Newport Beach in 1975, and has lived in Big Canyon for the past fifteen years. Mr. Moehlman founded Wealth Management Corporation, the first of its kind, in 1987, the same year he launched his Wealth Management Forum. Mark served as a trustee of the Orange County Employees Retirement System (O.C.E.R.S.) from 1993 to 1996, helping shepherd the fund virtually unscathed through the county’s bankruptcy. Mr. Moehlman was the Founding Chair of the Center for Investment and Wealth Management (C.I.W.M) of the UC Irvine Merage School of Business, and continues to be very active in both C.I.W.M. and the UCI Chancellor’s Club. Mark is married to Dr. Cherilyn Sheets, a prominent Newport Beach dentist, and has one daughter, Melisa, who lives and works in New York City.

 

Maryam Khayali

Senior Relationship Manager

Maryam is a Senior Relationship Manager at Beacon Pointe Advisors 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, she was a relationship manager at Newport Wealth Strategies (which merged with Beacon Pointe in 2021). Maryam graduated from the University of California at Irvine and has been a financial advisor in the past. She currently resides in Irvine, CA where she enjoys playing the Harp and spending time at various charitable endeavors.

Susan Fritts

Manager, Client Service

Sue Fritts is responsible for client servicing in the Private Client Service Group of Beacon Pointe Wealth Advisors Newport Beach. Prior to joining Beacon Pointe, Sue was with the Wealth Management Network as their Director of Operations for 3 years. Sue is very active in her children’s school and their PTA. She also is involved with Our Lady Queen of Angels as a religious education instructor. Sue enjoys reading, photography, and any sports involving her three children. She is currently enrolled at UC Irvine taking classes in financial management, coaching lacrosse, and spending time with her family.

Discover a Financial Planner Focused on Your Needs in Newport Beach

Ready to get access to customized financial advice from a financial consultant in Newport Beach? Reach out today and start the path to reaching your financial goals.

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