Bella Sirgy
Associate Wealth Advisor
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Bella Sirgy is an Associate Wealth Advisor and works closely with Beacon Pointe’s investment and financial planning teams to deliver a tailored wealth management experience to clients. Her responsibilities include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Bella graduated from the University of California, Los Angeles (UCLA) with a degree in Economics and began her advisory career at a credit union affiliated with a major entertainment company. She holds her securities and insurance licenses and is currently pursuing the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. A Southern California native, Bella resides near the beach and enjoys free diving, playing chess, and the occasional game of pool. She also stays closely connected to her family, and her two dogs, who keep her grounded and energized outside of the office.