From Dream to Reality: Retirement Planning 101
This past October 4th through 6th, Beacon Pointe Wealth Advisor’s Jill Steinberg attended and presented at Princeton University’s She Roars…
Read moreIn The Community
Discover how we’re making a positive impact in the communities we serve through meaningful partnerships, initiatives, and philanthropic efforts.
WAI of Arizona Discuss “Tightening Your Purse Strings”
After a summer pause, Beacon Pointe’s Arizona branch of WAI (Women’s Advisory Institute) gathered in September for another luncheon as…
Read more
Beacon Pointe WAI Speaks at 2018 Girl Scouts of Orange County Conference
Beacon Pointe WAI representatives Karisa Diephouse and Jamie Cardona were asked by WISE (Women Investing in Security Education) to speak…
Read more
Eureka! WAI presents to Girls Inc. of Orange County
Karisa Diephouse, Julie Johnson, and Jamie Cardona of Beacon Pointe Private Wealth Advisors had the great pleasure of presenting to…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more
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…
Read more