Beacon Pointe is well known for its work with nonprofit clients across Southern California and beyond. The company’s Institutional Consulting…
In The Community
By bpclone In The Community News & Events
Beacon Pointe is proud to announce that Matthew Cooper, Partner and President, has been named as a finalist for the…
By bpclone In The Community Thought Leadership
Newport Beach, CA – Monday, June 17, 2019 – Beacon Pointe is pleased to announce that Brandt Kuhn, CFP®, Managing…
By bpclone In The Community Thought Leadership WAI
Saturday, June 1, 2019 was the culmination of two great efforts between LEAD OC and LIFEvest. The LIFEvest program, which…
By bpclone In The Community WAI
In mid-May, the Beacon Pointe Philadelphia office held its second Women’s Advisory Institute event. The featured guest speaker was Amy…
By bpclone In The Community News & Events Thought Leadership
Fresno, California – May 2, 2019 – Beacon Pointe Wealth Advisors Fresno officially cut the ribbon to formally open their…
By bpclone In The Community
Garth Flint, Beacon Pointe Co-Founder and Institutional Investment Consultant, recently attended the Captive Insurance Company Association (CICA) Conference held in…
By bpclone In The Community
Beacon Pointe was an exhibitor at this year’s Watermark Conference for Women in Silicon Valley. Our firm was represented by…
By bpclone In The Community Investing & Markets
Beacon Pointe’s Institutional Consulting Services Group attended the 2019 Auxiliary Organizations Association (AOA) Conference for the sixth year in a row. Beacon…
Beacon Pointe hosts its 8th consecutive investment forum at its headquarters in Newport Beach, CA – this year, in 2019,…