Retirement Planning Services in Newport Beach, California:
Your Path to a Peaceful Future

Discover serenity and goal fulfillment in your retirement journey with Beacon Pointe’s retirement planning services in Newport Beach, California.

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Rooted in the Community

610 Newport Center Drive Suite 280 Newport Beach, CA 92660

Secure Your Future Happiness

Stay informed about your retirement plan and gain valuable insights into the benefits of a customized retirement strategy. Call us today to discover how we can assist you on your path to building a secure and fulfilling retirement.
Call Now: (949) 720-9980

Retirement Planning Services

We specialize in providing personalized retirement planning services tailored to your unique financial needs and goals. Our expertise cover a range of retirement solutions, ensuring you have the right plan to secure your future.

401(k)

Think of your 401(k) plan as an exciting path to your financial future. We’re here to be your personal navigator, helping you maximize your contributions and uncover the full potential of employer matching, and ensure your 401(l) investment allocations align with your risk tolerance. With our guidance, you’ll smoothly sail through the complexities of 401(k) planning, tapping into tax advantages and charting a course for long-term, compounding wealth growth.

403(b)

Dive into your 403(b) journey with our professional guidance, specifically tailored for those in the non-profit sector. We’re here to help turn your retirement plan into a growth engine, optimizing tax-deferred opportunities and assessing a spectrum of investment options. Our goal is to align your plan with your personal financial objectives, ensuring a retirement strategy that’s as unique as your career path.

Non-Qualified Deferred Compensation Plans (including 457 Plans)

Explore the potential of Non-Qualified Deferred Compensation and 457 Plans with us, your personal financial partner. We’re here to help you build tax-efficient strategies and tailor-made investment solutions that support your financial growth. Our focus is on enhancing your portfolio with smart planning, while seamlessly navigating the complexities of regulatory guidelines.

Profit Sharing Plans

If you’re involved in a Profit-Sharing Plan through your employer, we can help you understand and make the most of this opportunity. Our expertise includes designing strategies that may not only benefit you tax-wise but also contribute to your long-term retirement security.

Defined Benefit Plans

Let’s make your Defined Benefit Plan work wonders for you! We’re here to simplify the complexities and help you manage with ease, with the goal of ensuring you have a steady, dependable income when you retire. Think of us as your go-to for making sure your retirement is smooth sailing.

Focusing on Income First, To Make Your Retirement Last

If you’re like most people, the goal of saving and investing is to eventually create an investment portfolio that can help support your lifestyle in retirement. The Beacon Pointe Income First Retirement Strategy is an investment strategy designed to help individuals live off their wealth for multiple decades, protect their assets, and leave a legacy for what is important to them. Learn how we can help you and your retirement planning.
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We’re Here to Help.

Here are a few ways that Beacon Pointe can help you with our retirement planning services.

Maximize Your Tax Deferral Strategies

Our team specializes in designing tax-efficient retirement plans tailored to your individual needs. We focus on maximizing your use of available tax deferral strategies, aiming to minimize your tax burden and enhance your long-term wealth accumulation.

Personalized Retirement Roadmapping

Let us be your guide in creating a retirement plan that’s as unique as you are. Our approach involves understanding your lifestyle, dreams and goals, and your financial landscape to craft a retirement roadmap that’s tailored just for you.

Cost Efficiencies in Retirement Planning

We conduct a thorough analysis of your retirement plans and investments to identify cost-efficient solutions. Our objective is to ensure you’re investing wisely, minimizing unnecessary expenses, and maximizing the potential growth of your retirement funds.

Streamline Investment Selection and Monitoring

Our approach simplifies your investment journey, ensuring a seamless and efficient retirement planning experience. By streamlining the selection and monitoring of investments, we help you focus on creating a portfolio that aligns with your appetite for risk. We want you to concentrate on enjoying life today while confidently building towards a secure retirement tomorrow.

Customized Retirement Plans for Entrepreneurs

For our self-employed clients, we provide guidance in selecting the perfect retirement plan, be it a SEP IRA or Solo 401(k). Our approach is custom-tailored, taking into account your business’s cash flow, employee demographics, and your personal retirement ambitions. We’re here to ensure that your plan aligns seamlessly with both your business needs and long-term financial dreams.

Future-Proof Your Retirement with Predictive Planning

Step into a new era of retirement planning with our predictive planning approach. We use advanced analytics and forecasting techniques to anticipate various retirement scenarios and their financial implications. Our proactive approach helps you stay ahead, ensuring you’re prepared for different possibilities, from market shifts to changing personal circumstances.

Financial Planning Tailored for Women's Longevity

We understand that women generally live longer than men, a key consideration in financial planning. Our approach accounts for the additional costs associated with longevity. Specializing in planning for women, we ensure a retirement strategy that is comprehensive and secure, addressing the unique financial challenges and needs women and couples often face.

Women’s Advisory Institute

Discover Your Retirement Planning Partner 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.

Elevate Your Retirement Journey with Beacon Pointe in Newport Beach

Unlock the door to a confident retirement by choosing Beacon Pointe as your partner in financial and retirement planning. Take control of your future with personalized retirement solutions crafted for success. Ready to embark on a secure and fulfilling retirement? Connect with us today and let us help your retirement dreams become a reality.

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