Kids and Money: Girl Scouts Take on Budgeting
November 18, 2019
Beacon Pointe was thrilled to host Girl Scout Troop 4288 at our headquarters office in Newport Beach, CA. As part…
In The Community
Discover how we’re making a positive impact in the communities we serve through meaningful partnerships, initiatives, and philanthropic efforts.
‘Tis the Season of Giving
November 14, 2019
The hustle and bustle of the holiday season is in full swing. The coming weeks will be filled with list…
Annual Day of Service: The Gift of Giving
July 10, 2019
Beacon Pointe is well known for its work with nonprofit clients across Southern California and beyond. The company’s Institutional Consulting…
Mark Moehlman Honored as Champion of Philanthropy
June 10, 2019
Saturday, June 1, 2019 was the culmination of two great efforts between LEAD OC and LIFEvest. The LIFEvest program, which…
Women’s Advisory Event in Philadelphia
May 24, 2019
In mid-May, the Beacon Pointe Philadelphia office held its second Women’s Advisory Institute event. The featured guest speaker was Amy…
Official Ribbon Cutting Ceremony Held for Beacon Pointe’s Fresno Office
May 9, 2019
Fresno, California – May 2, 2019 – Beacon Pointe Wealth Advisors Fresno officially cut the ribbon to formally open their…
Captives, Shaping the Future – Beacon Pointe at the CICA Conference
March 21, 2019
Garth Flint, Beacon Pointe Co-Founder and Institutional Investment Consultant, recently attended the Captive Insurance Company Association (CICA) Conference held in…
Beacon Pointe Attends Watermark Conference for Women in Silicon Valley
March 13, 2019
Beacon Pointe was an exhibitor at this year’s Watermark Conference for Women in Silicon Valley. Our firm was represented by…
Active vs. Passive Investment Discussions at the California State University AOA Conference
February 22, 2019
Beacon Pointe’s Institutional Consulting Services Group attended the 2019 Auxiliary Organizations Association (AOA) Conference for the sixth year in a row. Beacon…