Courtney McCutchanCourtney McCutchan, CFP®
Wealth Advisor

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Courtney McCutchan is a Wealth Advisor who works closely with her clients to first identify their unique financial goals and then develop and implement a customized roadmap that is tailored to meet their specific needs and aspirations for their wealth. Prior to joining Beacon Pointe, Courtney was a Wealth Advisor at Bridge Advisory and previously a VP Wealth Planner for the Southern California region at Union Bank. Having earned a full scholarship to play Division 1 volleyball at Lehigh University in Pennsylvania, Courtney made the most of her four years there, earning a Bachelor of Science degree in Business and Economics, a double major in Finance and Marketing, and a minor in Communications. She is a CERTIFIED FINANCIAL PLANNER® (CFP®) and resides in Glendale with her fiancé, Sierra, and their two dogs, Beasley & Barkley. Outside of the office, Courtney enjoys working out, going out to dinner with friends, and spending time with her family in Newport Beach, CA.

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