Sense book featured on KTLA 5 Morning News
At Beacon Pointe, we take financial literacy to heart; so much so that we have a dedicated group of professionals…
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Discover how we’re making a positive impact in the communities we serve through meaningful partnerships, initiatives, and philanthropic efforts.
Beacon Pointe’s Best Selling Book featured as VoyageLA Trailblazer
Beacon Pointe’s Best Selling Book and co-author, Karen Sarten, CFP®, featured in VoyageLA Magazine’s Trailblazers: Rewriting the Narrative Series Beacon…
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Beacon Pointe Palm Desert Office Grand Opening Ribbon Cutting Ceremony
Official Ribbon Cutting Ceremonies Held For Beacon Pointe’s Palm Desert Office Palm Desert, California – May 29, 2018 –Beacon Pointe Wealth…
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Planning A Perfect Recipe for Your Future
On Friday, May 18th, 2018, Beacon Pointe’s Newport Beach office hosted a Women’s Advisory Institute (WAI) event which turned out…
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Sip, Swirl and Savor: The Key to Wellness
Thursday, April 26th was the annual Client Appreciation Event for the BPWA Newport Beach office. The event took place at…
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Smashing the Glass Ceiling of Finance: 11th Annual Power of Women Luncheon
Beacon Pointe recently sponsored the 11th Annual Power of Women Luncheon: Put Your Money Where Your Meaning Is! Smashing the Glass…
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Beacon Pointe Arizona Team Kicks Off WAI Casual Friday Financial Lunches
Beginning the 2018 new year off right, the Beacon Pointe Arizona Office jump-started their Women’s Advisory Institute (WAI, pronounced “WAY”)…
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105 Years of Building Go-getters, Innovators, Risk-takers, Leaders: Girl Scouts of Orange County
In honor of International Women’s Day – March 8, 2018 – we wanted to highlight Girl Scouts of Orange County.…
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Team Bonding and Giving Back
During the holidays, the Beacon Pointe Arizona Team chose a local charity (a domestic violence shelter) to donate clothing and…
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