Personal Security from All Angles
October 2, 2025
Cybercriminals are becoming increasingly skilled and sophisticated at using technology to steal money and personal identities. While most people recognize…
Women’s Advisory Institute
Explore insights tailored to women investors, featuring perspectives on financial planning, wealth building, and strategies designed to support long-term financial confidence and independence.
Beacon Pointe Recognized as a Barron’s Top RIA Firm
September 17, 2025
It is a humble honor to be recognized by Barron’s for over half a decade as a top wealth advisory…
Imperative Documents for College Students
July 16, 2025
If you do not already have these important documents in place for an adult child in college, it is time…
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…
Protective Action after Potential Mass Leak of Social Security Numbers
August 17, 2024
On August 13th, 2024, data broker National Public Data (NPD), admitted...
Worth Magazine Honors Beacon Pointe Advisors
June 24, 2024
Worth Magazine recognizes the critical need for forward-thinking financial planning for the...
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...
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…
Beacon Pointe CEO Shannon Eusey Gives Keynote at 2022 OC Business Journal ‘Women in Business’ Luncheon
October 27, 2022
The Orange County Business Journal hosted their annual ‘Women in Business’ Luncheon & Program this past week, and Beacon Pointe…