Financial Planners
in Newport Beach, California
Based in Orange County, 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.
610 Newport Center Drive, Suite 830, Newport Beach, CA 92660
Connect with Us
Connect with One of Our Trusted Financial Planners in Newport Beach, CA
We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.
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 Newport Beach Financial Planners & Advisors
Ben McGloin, CFA®
Partner, Managing Director
Ben McGloin, CFA® is a Managing Director and Partner in the Beacon Pointe Newport Beach office. Ben has close to 30 years of professional experience advising high-net-worth families, individuals, institutions, and business owners. Harnessing his extensive experience and expertise navigating the intricate world of wealth, Ben has an unwavering passion and relentless commitment to crafting and implementing bespoke wealth management strategies that transform successful individuals and their families’ financial aspirations into enduring legacies. Prior to joining Beacon Pointe, Ben held a variety of investment advisory and fiduciary leadership roles over the course of two decades with BNY Mellon Wealth Management. His prior experience also includes positions as a Global Analyst for Pacific Investment Management Company (PIMCO), a Fixed Income and Derivatives Trader and Treasury Analyst for Investors Bank & Trust in Boston and multiple private banking-related positions for TSB Bank and Ulster Bank in Ireland. Ben is a CFA® charterholder and member of the CFA® Institute, as well as a member of the CFA® Society Orange County. He studied Computer Science at Trinity College in Dublin and earned his Bachelor of Business Studies from Dublin City University in Ireland. Outside of the office, Ben enjoys playing golf, tennis and spending time with family and friends.
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.
Mikinzie Kwon
Associate Wealth Advisor
Mikinzie 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. Her duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. 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 Our Newport Beach Financial Planners & Advisors
Ben McGloin, CFA®
Partner, Managing Director
Ben McGloin, CFA® is a Managing Director and Partner in the Beacon Pointe Newport Beach office. Ben has close to 30 years of professional experience advising high-net-worth families, individuals, institutions, and business owners. Harnessing his extensive experience and expertise navigating the intricate world of wealth, Ben has an unwavering passion and relentless commitment to crafting and implementing bespoke wealth management strategies that transform successful individuals and their families’ financial aspirations into enduring legacies. Prior to joining Beacon Pointe, Ben held a variety of investment advisory and fiduciary leadership roles over the course of two decades with BNY Mellon Wealth Management. His prior experience also includes positions as a Global Analyst for Pacific Investment Management Company (PIMCO), a Fixed Income and Derivatives Trader and Treasury Analyst for Investors Bank & Trust in Boston and multiple private banking-related positions for TSB Bank and Ulster Bank in Ireland. Ben is a CFA® charterholder and member of the CFA® Institute, as well as a member of the CFA® Society Orange County. He studied Computer Science at Trinity College in Dublin and earned his Bachelor of Business Studies from Dublin City University in Ireland. Outside of the office, Ben enjoys playing golf, tennis and spending time with family and friends.
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.
Mikinzie Kwon
Associate Wealth Advisor
Mikinzie 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. Her duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. 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 Our Newport Beach Financial Planners & Advisors
Ben McGloin, CFA®
Partner, Managing Director
Ben McGloin, CFA® is a Managing Director and Partner in the Beacon Pointe Newport Beach office. Ben has close to 30 years of professional experience advising high-net-worth families, individuals, institutions, and business owners. Harnessing his extensive experience and expertise navigating the intricate world of wealth, Ben has an unwavering passion and relentless commitment to crafting and implementing bespoke wealth management strategies that transform successful individuals and their families’ financial aspirations into enduring legacies. Prior to joining Beacon Pointe, Ben held a variety of investment advisory and fiduciary leadership roles over the course of two decades with BNY Mellon Wealth Management. His prior experience also includes positions as a Global Analyst for Pacific Investment Management Company (PIMCO), a Fixed Income and Derivatives Trader and Treasury Analyst for Investors Bank & Trust in Boston and multiple private banking-related positions for TSB Bank and Ulster Bank in Ireland. Ben is a CFA® charterholder and member of the CFA® Institute, as well as a member of the CFA® Society Orange County. He studied Computer Science at Trinity College in Dublin and earned his Bachelor of Business Studies from Dublin City University in Ireland. Outside of the office, Ben enjoys playing golf, tennis and spending time with family and friends.
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.
Mikinzie Kwon
Associate Wealth Advisor
Mikinzie 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. Her duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. 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 Our Newport Beach Financial Planners & Advisors
Ben McGloin, CFA®
Partner, Managing Director
Ben McGloin, CFA® is a Managing Director and Partner in the Beacon Pointe Newport Beach office. Ben has close to 30 years of professional experience advising high-net-worth families, individuals, institutions, and business owners. Harnessing his extensive experience and expertise navigating the intricate world of wealth, Ben has an unwavering passion and relentless commitment to crafting and implementing bespoke wealth management strategies that transform successful individuals and their families’ financial aspirations into enduring legacies. Prior to joining Beacon Pointe, Ben held a variety of investment advisory and fiduciary leadership roles over the course of two decades with BNY Mellon Wealth Management. His prior experience also includes positions as a Global Analyst for Pacific Investment Management Company (PIMCO), a Fixed Income and Derivatives Trader and Treasury Analyst for Investors Bank & Trust in Boston and multiple private banking-related positions for TSB Bank and Ulster Bank in Ireland. Ben is a CFA® charterholder and member of the CFA® Institute, as well as a member of the CFA® Society Orange County. He studied Computer Science at Trinity College in Dublin and earned his Bachelor of Business Studies from Dublin City University in Ireland. Outside of the office, Ben enjoys playing golf, tennis and spending time with family and friends.
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.
Mikinzie Kwon
Associate Wealth Advisor
Mikinzie 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. Her duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. 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 Orange County.
We are here to be a partner with you on your personal wealth journey. Please contact our Newport Beach, CA team if we can be of service.
