Newport Beach, CA, October 10, 2019 — Beacon Pointe’s Retirement Plan Services Director, Doug Igel, CIMA®, AIF® is has been…
In The Community
Beacon Pointe named to Barron’s Top 50 RIA Firms of 2019 Jumping up 16 spots from last year, Beacon Pointe…
Beacon Pointe is well known for its work with nonprofit clients across Southern California and beyond. The company’s Institutional Consulting…
Beacon Pointe is proud to announce that Matthew Cooper, Partner and President, has been named as a finalist for the…
Newport Beach, CA – Monday, June 17, 2019 – Beacon Pointe is pleased to announce that Brandt Kuhn, CFP®, Managing…
Saturday, June 1, 2019 was the culmination of two great efforts between LEAD OC and LIFEvest. The LIFEvest program, which…
In mid-May, the Beacon Pointe Philadelphia office held its second Women’s Advisory Institute event. The featured guest speaker was Amy…
Fresno, California – May 2, 2019 – Beacon Pointe Wealth Advisors Fresno officially cut the ribbon to formally open their…
Garth Flint, Beacon Pointe Co-Founder and Institutional Investment Consultant, recently attended the Captive Insurance Company Association (CICA) Conference held in…
Beacon Pointe was an exhibitor at this year’s Watermark Conference for Women in Silicon Valley. Our firm was represented by…