Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Newport Beach, CA

Beacon Pointe is a Newport Beach based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Newport Beach focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

We look forward to connecting with you virtually or at our Newport Beach office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
(949) 718-4527

Meet the Newport Beach Financial Advisor Team

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Arya Rawal

Senior Client Service Associate

Arya is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, money transfers, and communicating with clients to provide the highest levels of service. Arya also provides support in the rebalancing of client portfolios, private banking onboarding and projects, and prepares ad-hoc client reports. Prior to joining Beacon Pointe Advisors, Arya was a Portfolio Operations Associate for Pacific Edge Advisors (which merged with Beacon Pointe in 2021). She graduated from Chapman University with a bachelor’s degree in Finance and Data Analytics, and currently is a Chartered Financial Analyst (CFA) Level 2 candidate. In her spare time, she enjoys going to the beach, walking her dog, and spending time with friends and family.

Heidi Benavidez

Heidi Benavidez, CFA

Partner, Managing Director

Heidi Benavidez brings over two decades of investment advisory and financial services experience and is a managing director and partner at Beacon Pointe Advisors. Prior to joining Beacon Pointe, she was a Senior Wealth Manager at BNY Mellon before her role as Managing Partner at Pacific Edge Advisors (which merged with Beacon Pointe in 2021). In addition to managing the investment holdings of her predominantly business owner clientele, she prepares comprehensive financial plans including cash flow, leverage, and tax analysis. She also assists clients with developing wealth transfer and charitable giving plans. Heidi graduated from California State University Long Beach with a bachelor’s degree in Finance, Real Estate, and Law with a concentration in Investments and holds the Chartered Financial Analyst (CFA) designation. Heidi is passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute. Outside of the office, Heidi enjoys yoga, hiking, cheering her kids on at their activities, and traveling with her family.

Mikinzie Cull

Senior Client Service Associate

Mikinzie is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. She is involved with all aspects of account management, portfolio performance reporting, and communicating with clients to provide the highest level of service. Prior to joining Beacon Pointe, Mikinzie worked at Madison Investment Advisors in Madison, Wisconsin and most recently was a Portfolio Operations Associate for Pacific Edge Advisors (which merged with Beacon Pointe in 2021). Mikinzie graduated from the University of Wisconsin-Whitewater with a bachelor’s degree in Finance. Outside of the office, Mikinzie enjoys spending time with family and friends, practicing yoga, and traveling.

Meet the Newport Beach Financial Advisor Team

Filter By

Arya Rawal

Senior Client Service Associate

Arya is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, money transfers, and communicating with clients to provide the highest levels of service. Arya also provides support in the rebalancing of client portfolios, private banking onboarding and projects, and prepares ad-hoc client reports. Prior to joining Beacon Pointe Advisors, Arya was a Portfolio Operations Associate for Pacific Edge Advisors (which merged with Beacon Pointe in 2021). She graduated from Chapman University with a bachelor’s degree in Finance and Data Analytics, and currently is a Chartered Financial Analyst (CFA) Level 2 candidate. In her spare time, she enjoys going to the beach, walking her dog, and spending time with friends and family.

Heidi Benavidez

Heidi Benavidez, CFA

Partner, Managing Director

Heidi Benavidez brings over two decades of investment advisory and financial services experience and is a managing director and partner at Beacon Pointe Advisors. Prior to joining Beacon Pointe, she was a Senior Wealth Manager at BNY Mellon before her role as Managing Partner at Pacific Edge Advisors (which merged with Beacon Pointe in 2021). In addition to managing the investment holdings of her predominantly business owner clientele, she prepares comprehensive financial plans including cash flow, leverage, and tax analysis. She also assists clients with developing wealth transfer and charitable giving plans. Heidi graduated from California State University Long Beach with a bachelor’s degree in Finance, Real Estate, and Law with a concentration in Investments and holds the Chartered Financial Analyst (CFA) designation. Heidi is passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute. Outside of the office, Heidi enjoys yoga, hiking, cheering her kids on at their activities, and traveling with her family.

Mikinzie Cull

Senior Client Service Associate

Mikinzie is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. She is involved with all aspects of account management, portfolio performance reporting, and communicating with clients to provide the highest level of service. Prior to joining Beacon Pointe, Mikinzie worked at Madison Investment Advisors in Madison, Wisconsin and most recently was a Portfolio Operations Associate for Pacific Edge Advisors (which merged with Beacon Pointe in 2021). Mikinzie graduated from the University of Wisconsin-Whitewater with a bachelor’s degree in Finance. Outside of the office, Mikinzie enjoys spending time with family and friends, practicing yoga, and traveling.

Meet the Newport Beach Financial Advisor Team

Filter By

Arya Rawal

Senior Client Service Associate

Arya is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, money transfers, and communicating with clients to provide the highest levels of service. Arya also provides support in the rebalancing of client portfolios, private banking onboarding and projects, and prepares ad-hoc client reports. Prior to joining Beacon Pointe Advisors, Arya was a Portfolio Operations Associate for Pacific Edge Advisors (which merged with Beacon Pointe in 2021). She graduated from Chapman University with a bachelor’s degree in Finance and Data Analytics, and currently is a Chartered Financial Analyst (CFA) Level 2 candidate. In her spare time, she enjoys going to the beach, walking her dog, and spending time with friends and family.

Heidi Benavidez

Heidi Benavidez, CFA

Partner, Managing Director

Heidi Benavidez brings over two decades of investment advisory and financial services experience and is a managing director and partner at Beacon Pointe Advisors. Prior to joining Beacon Pointe, she was a Senior Wealth Manager at BNY Mellon before her role as Managing Partner at Pacific Edge Advisors (which merged with Beacon Pointe in 2021). In addition to managing the investment holdings of her predominantly business owner clientele, she prepares comprehensive financial plans including cash flow, leverage, and tax analysis. She also assists clients with developing wealth transfer and charitable giving plans. Heidi graduated from California State University Long Beach with a bachelor’s degree in Finance, Real Estate, and Law with a concentration in Investments and holds the Chartered Financial Analyst (CFA) designation. Heidi is passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute. Outside of the office, Heidi enjoys yoga, hiking, cheering her kids on at their activities, and traveling with her family.

Mikinzie Cull

Senior Client Service Associate

Mikinzie is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. She is involved with all aspects of account management, portfolio performance reporting, and communicating with clients to provide the highest level of service. Prior to joining Beacon Pointe, Mikinzie worked at Madison Investment Advisors in Madison, Wisconsin and most recently was a Portfolio Operations Associate for Pacific Edge Advisors (which merged with Beacon Pointe in 2021). Mikinzie graduated from the University of Wisconsin-Whitewater with a bachelor’s degree in Finance. Outside of the office, Mikinzie enjoys spending time with family and friends, practicing yoga, and traveling.

Connect with one of our trusted Financial Advisors in Newport Beach, CA.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

David & Heidi

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