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.
Meet the Newport Beach Financial Advisor Team
Arya Rawal
Client Service Associate
Arya is a member of the Beacon Pointe Client Service Department and 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, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. 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 in her spare time, she enjoys going to the beach, walking her dog, and spending time with friends and family.
Cal Dickman, CFA, CFP®
Wealth Advisor
Cal is a Wealth Advisor 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. With almost two decades of experience within the financial services industry, Cal has held a variety of positions including institutional equity sales, fixed income trading, and wealth management. Prior to joining Beacon Pointe, he was a Wealth Advisor at First Foundation Advisors in Irvine, California, where he specialized in investment management and comprehensive financial planning for high-net-worth individuals and families. Cal was born and raised in Missoula, Montana, and holds a B.A. in Mathematics from Gustavus Adolphus College in St. Peter, Minnesota. He also holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ designations. Outside of work, Cal enjoys surfing, cooking, traveling, and spending time with his wife, son, and dog.
David Emmes, MBA
Partner, Managing Director
David Emmes is a partner and managing director with over four decades of professional experience advising high-net-worth families, individuals, institutions, and business owners. David’s previous experience includes working in both venture capital and the derivative industry, most recently as U.S. Markets President – West for BNY Mellon Wealth Management. Prior to merging with Beacon Pointe Advisors in 2021, David was managing partner at Pacific Edge Advisors. David graduated from California State University Long Beach with a bachelor’s and master’s degree in Business Administration, and he currently serves on the Board of the Orange County Museum of Art as an emeritus trustee. Outside of the office, David enjoys beach volleyball, golf and mountain biking.
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 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 in Finance 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. She currently serves on the Investment Committee of the Girl Scouts of Orange County. Outside of the office, Heidi enjoys hiking, Pilates and traveling with her family.
Mikinzie Cull
Client Service Associate
Mikinzie is a member of the Beacon Pointe Client Service Department and 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, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Mikinzie worked at Madison Investment Advisors in Madison, Wisconsin and most recently was the 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 hiking, practicing yoga and going to the beach.
Meet the Newport Beach Financial Advisor Team
Arya Rawal
Client Service Associate
Arya is a member of the Beacon Pointe Client Service Department and 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, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. 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 in her spare time, she enjoys going to the beach, walking her dog, and spending time with friends and family.
Cal Dickman, CFA, CFP®
Wealth Advisor
Cal is a Wealth Advisor 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. With almost two decades of experience within the financial services industry, Cal has held a variety of positions including institutional equity sales, fixed income trading, and wealth management. Prior to joining Beacon Pointe, he was a Wealth Advisor at First Foundation Advisors in Irvine, California, where he specialized in investment management and comprehensive financial planning for high-net-worth individuals and families. Cal was born and raised in Missoula, Montana, and holds a B.A. in Mathematics from Gustavus Adolphus College in St. Peter, Minnesota. He also holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ designations. Outside of work, Cal enjoys surfing, cooking, traveling, and spending time with his wife, son, and dog.
David Emmes, MBA
Partner, Managing Director
David Emmes is a partner and managing director with over four decades of professional experience advising high-net-worth families, individuals, institutions, and business owners. David’s previous experience includes working in both venture capital and the derivative industry, most recently as U.S. Markets President – West for BNY Mellon Wealth Management. Prior to merging with Beacon Pointe Advisors in 2021, David was managing partner at Pacific Edge Advisors. David graduated from California State University Long Beach with a bachelor’s and master’s degree in Business Administration, and he currently serves on the Board of the Orange County Museum of Art as an emeritus trustee. Outside of the office, David enjoys beach volleyball, golf and mountain biking.
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 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 in Finance 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. She currently serves on the Investment Committee of the Girl Scouts of Orange County. Outside of the office, Heidi enjoys hiking, Pilates and traveling with her family.
Mikinzie Cull
Client Service Associate
Mikinzie is a member of the Beacon Pointe Client Service Department and 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, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Mikinzie worked at Madison Investment Advisors in Madison, Wisconsin and most recently was the 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 hiking, practicing yoga and going to the beach.
Meet the Newport Beach Financial Advisor Team
Arya Rawal
Client Service Associate
Arya is a member of the Beacon Pointe Client Service Department and 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, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. 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 in her spare time, she enjoys going to the beach, walking her dog, and spending time with friends and family.
Cal Dickman, CFA, CFP®
Wealth Advisor
Cal is a Wealth Advisor 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. With almost two decades of experience within the financial services industry, Cal has held a variety of positions including institutional equity sales, fixed income trading, and wealth management. Prior to joining Beacon Pointe, he was a Wealth Advisor at First Foundation Advisors in Irvine, California, where he specialized in investment management and comprehensive financial planning for high-net-worth individuals and families. Cal was born and raised in Missoula, Montana, and holds a B.A. in Mathematics from Gustavus Adolphus College in St. Peter, Minnesota. He also holds the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNER™ designations. Outside of work, Cal enjoys surfing, cooking, traveling, and spending time with his wife, son, and dog.
David Emmes, MBA
Partner, Managing Director
David Emmes is a partner and managing director with over four decades of professional experience advising high-net-worth families, individuals, institutions, and business owners. David’s previous experience includes working in both venture capital and the derivative industry, most recently as U.S. Markets President – West for BNY Mellon Wealth Management. Prior to merging with Beacon Pointe Advisors in 2021, David was managing partner at Pacific Edge Advisors. David graduated from California State University Long Beach with a bachelor’s and master’s degree in Business Administration, and he currently serves on the Board of the Orange County Museum of Art as an emeritus trustee. Outside of the office, David enjoys beach volleyball, golf and mountain biking.
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 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 in Finance 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. She currently serves on the Investment Committee of the Girl Scouts of Orange County. Outside of the office, Heidi enjoys hiking, Pilates and traveling with her family.
Mikinzie Cull
Client Service Associate
Mikinzie is a member of the Beacon Pointe Client Service Department and 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, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Mikinzie worked at Madison Investment Advisors in Madison, Wisconsin and most recently was the 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 hiking, practicing yoga and going to the beach.
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.
