Beacon Pointe’s Best Selling Book featured as VoyageLA Trailblazer
Beacon Pointe’s Best Selling Book and co-author, Karen Sarten, CFP®, featured in VoyageLA Magazine’s Trailblazers: Rewriting the Narrative Series Beacon…
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Discover how we’re making a positive impact in the communities we serve through meaningful partnerships, initiatives, and philanthropic efforts.
Beacon Pointe Palm Desert Office Grand Opening Ribbon Cutting Ceremony
Official Ribbon Cutting Ceremonies Held For Beacon Pointe’s Palm Desert Office Palm Desert, California – May 29, 2018 –Beacon Pointe Wealth…
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Planning A Perfect Recipe for Your Future
On Friday, May 18th, 2018, Beacon Pointe’s Newport Beach office hosted a Women’s Advisory Institute (WAI) event which turned out…
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Sip, Swirl and Savor: The Key to Wellness
Thursday, April 26th was the annual Client Appreciation Event for the BPWA Newport Beach office. The event took place at…
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Smashing the Glass Ceiling of Finance: 11th Annual Power of Women Luncheon
Beacon Pointe recently sponsored the 11th Annual Power of Women Luncheon: Put Your Money Where Your Meaning Is! Smashing the Glass…
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Beacon Pointe Arizona Team Kicks Off WAI Casual Friday Financial Lunches
Beginning the 2018 new year off right, the Beacon Pointe Arizona Office jump-started their Women’s Advisory Institute (WAI, pronounced “WAY”)…
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105 Years of Building Go-getters, Innovators, Risk-takers, Leaders: Girl Scouts of Orange County
In honor of International Women’s Day – March 8, 2018 – we wanted to highlight Girl Scouts of Orange County.…
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Team Bonding and Giving Back
During the holidays, the Beacon Pointe Arizona Team chose a local charity (a domestic violence shelter) to donate clothing and…
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Liz Ann Sonders at Beacon Pointe’s 2018 Annual Investment Forum
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab & Co., was our guest and featured speaker at Beacon Pointe’s…
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