Beacon Pointe Palm Desert Office Grand Opening Ribbon Cutting Ceremony
May 29, 2018
Official Ribbon Cutting Ceremonies Held For Beacon Pointe’s Palm Desert Office Palm Desert, California – May 29, 2018 –Beacon Pointe Wealth…
In The Community
Discover how we’re making a positive impact in the communities we serve through meaningful partnerships, initiatives, and philanthropic efforts.
Planning A Perfect Recipe for Your Future
May 29, 2018
On Friday, May 18th, 2018, Beacon Pointe’s Newport Beach office hosted a Women’s Advisory Institute (WAI) event which turned out…
Sip, Swirl and Savor: The Key to Wellness
May 7, 2018
Thursday, April 26th was the annual Client Appreciation Event for the BPWA Newport Beach office. The event took place at…
Smashing the Glass Ceiling of Finance: 11th Annual Power of Women Luncheon
April 14, 2018
Beacon Pointe recently sponsored the 11th Annual Power of Women Luncheon: Put Your Money Where Your Meaning Is! Smashing the Glass…
Beacon Pointe Arizona Team Kicks Off WAI Casual Friday Financial Lunches
April 13, 2018
Beginning the 2018 new year off right, the Beacon Pointe Arizona Office jump-started their Women’s Advisory Institute (WAI, pronounced “WAY”)…
105 Years of Building Go-getters, Innovators, Risk-takers, Leaders: Girl Scouts of Orange County
March 8, 2018
In honor of International Women’s Day – March 8, 2018 – we wanted to highlight Girl Scouts of Orange County.…
Team Bonding and Giving Back
February 17, 2018
During the holidays, the Beacon Pointe Arizona Team chose a local charity (a domestic violence shelter) to donate clothing and…
Liz Ann Sonders at Beacon Pointe’s 2018 Annual Investment Forum
February 13, 2018
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab & Co., was our guest and featured speaker at Beacon Pointe’s…
Beacon Pointe Discusses Market Volatility at the California State University AOA Conference
January 18, 2018
Beacon Pointe’s Institutional Consulting Services Group recently attended the 2018 Auxiliary Organizations Association (AOA) Conference for the fifth year in…