Senior 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.