NAPA Recognizes Beacon Pointe Advisors
April 16, 2025
The National Association of Plan Advisors (“NAPA”), an affiliate organization of the American Retirement Association, was created by and...
Thought Leadership
A focus on and dedication to education is a Beacon Pointe hallmark. Here you’ll find informative articles on a wide variety of topics.
Former Ellevest Advisor, Allison Kvikstad, CFP®, CDFA®, Joins Beacon Pointe Advisors
March 3, 2025
Allison Kvikstad, CFP®, CDFA®, has joined Beacon Pointe Advisors as a Partner and Managing Director. Formerly a Senior Private Wealth…
Beacon Pointe Advisors Rounds Out the Year with Robust Growth Driven by Key Acquisitions
December 17, 2024
Beacon Pointe Advisors (“Beacon Pointe”) unveils its latest acquisitions of...
Beacon Pointe Advisors Welcomes Greggory Cowan as Retirement Plan Business Consultant
December 9, 2024
In this new role, Gregg will support the growing portfolio of Beacon Pointe’s Retirement Plan Services Group, which...
Beacon Pointe Advisors Breaks New Ground in Minnesota
October 16, 2024
Beacon Pointe Advisors announces its latest acquisition of Landmark Wealth Management Group based in Lake Elmo, Minnesota...
Beacon Pointe Advisors Bridges New Opportunities Through Further Acquisitions
October 1, 2024
Beacon Pointe Advisors unveils its latest acquisitions of Bridge Advisory with offices in Pasadena, CA, and...
Director of Financial Planning Kelly DiGonzini Appointed to the CFP® Board Women’s Initiative Council
June 17, 2024
Beacon Pointe Advisors is delighted to announce that Kelly DiGonzini, CFP®, MST, has become one of the...
Beacon Pointe Advisors Expands Pacific Northwest Presence with Joslin Capital Acquisition
June 5, 2024
Beacon Pointe Advisors announces its recent partnership with...
Greater Irvine Chamber of Commerce ‘Women of Influence’ Award
April 5, 2024
Extended Care/Long-Term Care planning is not just about covering the cost of care. There are many aspects to consider before…