Beacon Pointe Wealth Advisors Announces Merger with Heller Wealth Advisors A Foothold in the Tri-State Area: Beacon Pointe’s Largest Deal…
Thought Leadership
Beacon Pointe hosts its 8th consecutive investment forum at its headquarters in Newport Beach, CA – this year, in 2019,…
Several professionals from Beacon Pointe’s Leadership Team were active participants at this year’s Charles Schwab IMPACT 2018 Conference in Washington,…
Newport Beach, California – November 6, 2018 – Beacon Pointe Advisors has hired Michael Dow, CFA, CPA, as Chief Investment Officer. Michael…
The Fall 2018 Beacon Pointe Leadership Summit was hosted in Newport Beach, CA on September 23- 25th, 2018. The purpose…
Barron’s has announced that Beacon Pointe has been included in their 2018 list of the Top 40 RIA Firms. This award…
Orange County Business Journal has announced Beacon Pointe CEO, Shannon Eusey, as a nominee for the 2018 Innovator of the Year…
Beacon Pointe is excited to announce that CEO and Founder, Shannon Eusey, has been named to Barron’s Top 100 Women Advisors…
Official Ribbon Cutting Ceremonies Held For Beacon Pointe’s Palm Desert Office Palm Desert, California – May 29, 2018 –Beacon Pointe Wealth…