Financial Planners
in Los Angeles, California

Based in the Los Angeles area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

11601 Wilshire Boulevard, Suite 1950, Los Angeles, CA 90025

(310) 243-6038

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Local Services Offered

Explore how our services can be tailored to fit your specific needs and ambitions.
Financial Planners  |  Wealth Management  |  Retirement Planning  |  Estate Planning  |  Investment Advisors

Connect with One of Our Trusted Financial Planners in Los Angeles, CA

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

My advisor has always been responsive and I meet with them regularly. As I head towards retirement, they have helped me set up a consistent income stream from my investments, and have also helped me with tax guidance.

My [advisor] is professional, very communicative, a good listener, and has always provided excellent service. I am very please with my experience at Beacon Pointe Advisors!

My experience with Beacon Pointe Advisors has been a very positive one. I’ve been working with Beacon Pointe for the past 5 years now and I really appreciate the time Indya has given me and my account.

We are so grateful to work with Indya and the whole Beacon Pointe team – excellent in every way!

Great place, great people and insight. They have helped me greatly in stabilizing and broadening my investments. They have access to many investments I could not otherwise use, and their fees are lower than most. Indya, my advisor, is insightful, honest, human; greatly valued!

Important Disclosure: The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

My advisor has always been responsive and I meet with them regularly. As I head towards retirement, they have helped me set up a consistent income stream from my investments, and have also helped me with tax guidance.

My [advisor] is professional, very communicative, a good listener, and has always provided excellent service. I am very please with my experience at Beacon Pointe Advisors!

My experience with Beacon Pointe Advisors has been a very positive one. I’ve been working with Beacon Pointe for the past 5 years now and I really appreciate the time Indya has given me and my account.

We are so grateful to work with Indya and the whole Beacon Pointe team – excellent in every way!

Great place, great people and insight. They have helped me greatly in stabilizing and broadening my investments. They have access to many investments I could not otherwise use, and their fees are lower than most. Indya, my advisor, is insightful, honest, human; greatly valued!

The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Meet Our Los Angeles Financial Planners & Advisors

Managing Directors

Indya Yuill

Indya Yuill

Partner, Managing Director

Indya is a member of the Beacon Pointe Board of Advisors and is part of the firm’s management team setting strategic direction for the firm and its nationwide initiatives. She also oversees Beacon Pointe’s Los Angeles regional office, providing customized wealth management solutions to corporate executives, professionals and their families. Through comprehensive planning and investment management, Indya develops strategies to help clients meet their financial goals. Previously, Indya worked as a Regional Vice President and Portfolio Specialist at Guggenheim Investments, in Institutional Sales at Citigroup in Sydney, and as a Credit Analyst at Macquarie Investment Bank in New York.  Alongside female peers and fellow Beacon Pointe financial professionals, she is passionate about empowering women, both personally and professionally, and is an active member of Beacon Pointe’s Women’s Advisory Institute. Indya is a graduate of the University of Southern California (USC) Marshall School of Business.

Wealth Advisors

Charlie Phillips

Charlie Phillips, CEPA

Partner, Senior Wealth Advisor

Charlie is a Partner and Senior Wealth Advisor for the Beacon Pointe Los Angeles office. Charlie has over 15 years of experience working with high-net-worth individuals, families, and institutions to help navigate all aspects of their financial lives. Prior to joining Beacon Pointe, he worked at BNY Mellon Wealth Management, where he sat on the Equity Strategy Committee overseeing the equity portion of the $300 billion in assets managed. Previous to BNY Mellon, Charlie worked as a small-cap equity analyst for ICM Asset Management. While there, he constructed valuation models for proposed investments and built out option writing strategies designed to mitigate risk and generate additional portfolio returns. Charlie is a member of the CFA® Society of Los Angeles as well as the CFA® Society of Orange County. Additionally, he is a Certified Exit Planning Advisor (CEPA) and a member of the Exit Planning Institute. Charlie graduated from Whittier College with a concentration in international business. He captained the Whittier College golf team and is still an avid golfer in his free time.

David Szabla

David Szabla, CFP®, CRPC®

Wealth Advisor

David is a Wealth Advisor for the Beacon Pointe Los Angeles office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, David worked as a Financial Advisor at Merrill Lynch and Voya Financial. David graduated from the University of Washington and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations. Outside the office, David enjoys traveling, snowboarding, and spending time with friends and family.

Julia Cummings

Julia Cummings

Senior Wealth Advisor

Julia is a Senior Wealth Advisor at Beacon Pointe and is responsible for client service and new client development.  Julia began her career at Bernstein Wealth Management and then JP Morgan, before transitioning into the independent RIA space. Most recently, Julia worked as an advisor with ultra-affluent clientele at Advice Period, a boutique financial planning firm in the Los Angeles area. Julia has extensive knowledge of investments, financial planning and estate planning.  Julia is a Los Angeles native and graduated from Amherst College in Massachusetts where she was a dual-sport athlete playing varsity soccer and softball.

Matthew Macdonald

Matthew MacDonald, CFA®

Senior Wealth Advisor

Matthew MacDonald is a Senior Wealth Advisor for the Beacon Pointe Los Angeles office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Matthew began his career in 2001 on the trading floor at Credit Suisse First Boston in New York before taking his career overseas, gaining extensive experience in global investments and financial planning. He previously was a Managing Director at Deutsche Bank in Hong Kong and held various leadership and institutional sales positions over a 16-year period in Asia, the United Kingdom, and the United States. Prior to joining Beacon Pointe, he spent three years as a Wealth Advisor and Senior Vice President with Wells Fargo Private Bank in Beverly Hills, California. Matthew is a graduate of the University of British Columbia’s Sauder School of Business and holds the Chartered Financial Analyst® (CFA®) designation. Matthew currently resides in West Los Angeles with his wife and three children, and outside of the office he enjoys golfing and travel.

Trenton Jolly

Trenton Jolly, CFP®

Wealth Advisor

Trent is a Wealth Advisor for the Beacon Pointe Los Angeles office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Trent worked at Wells Fargo Advisors within their Wealth and Investment Management division. He earned a BA in Economics from the University of California, Los Angeles, and is a CERTIFIED FINANCIAL PLANNER® (CFP®).

Trey Prenovost

Trey Prenovost

Associate Wealth Advisor

Trey is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Trey earned his Bachelor of Arts degree in Business Administration with a dual concentration in Finance and Information Systems from the University of Washington. Outside of the office, he enjoys golfing, traveling, and spending time with friends and family.

William Blackard

William Blackard

Associate Wealth Advisor

William (Will) is an Associate Wealth Advisor for the Beacon Pointe Los Angeles office and is responsible for partnering with the firm’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. His duties include investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Will worked as a revenue manager for Reynolds American Inc., where he optimized pricing strategies for the firm’s robust product portfolio. He decided to make a career pivot after finding a passion for investing, financial planning, and helping people make sense of their complex financial journeys. Will graduated from the University of North Carolina with a bachelor’s degree in business administration and earned his MBA from the University of Florida. Outside of the office, Will enjoys traveling, golfing, and spending time with friends and family.

Client Service & Operations

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Connect with one of our trusted Financial Advisors in the Los Angeles area.

We are here to be a partner with you on your personal wealth journey.  Please contact our Los Angeles, CA team if we can be of service.

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