Financial Advisors
in Santa Barbara, California
Based in the Santa Barbara area, 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.
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Connect with One of Our Trusted Financial Advisors in Santa Barbara, CA
We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.
My advisor has always been responsive and I meet with them regularly. As I head towards retirement, they have helped me set up a consistent income stream from my investments, and have also helped me with tax guidance.
My [advisor] is professional, very communicative, a good listener, and has always provided excellent service. I am very please with my experience at Beacon Pointe Advisors!
My experience with Beacon Pointe Advisors has been a very positive one. I’ve been working with Beacon Pointe for the past 5 years now and I really appreciate the time Indya has given me and my account.
We are so grateful to work with Indya and the whole Beacon Pointe team – excellent in every way!
Great place, great people and insight. They have helped me greatly in stabilizing and broadening my investments. They have access to many investments I could not otherwise use, and their fees are lower than most. Indya, my advisor, is insightful, honest, human; greatly valued!
My advisor has always been responsive and I meet with them regularly. As I head towards retirement, they have helped me set up a consistent income stream from my investments, and have also helped me with tax guidance.
My [advisor] is professional, very communicative, a good listener, and has always provided excellent service. I am very please with my experience at Beacon Pointe Advisors!
My experience with Beacon Pointe Advisors has been a very positive one. I’ve been working with Beacon Pointe for the past 5 years now and I really appreciate the time Indya has given me and my account.
We are so grateful to work with Indya and the whole Beacon Pointe team – excellent in every way!
Great place, great people and insight. They have helped me greatly in stabilizing and broadening my investments. They have access to many investments I could not otherwise use, and their fees are lower than most. Indya, my advisor, is insightful, honest, human; greatly valued!
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 Santa Barbara Financial Advisors
Indya Yuill
Partner, Managing Director
Indya is a member of the Beacon Pointe Board of Advisors and is part of the firm’s management team setting strategic direction for the firm and its nationwide initiatives. She also oversees Beacon Pointe’s Los Angeles regional office, providing customized wealth management solutions to corporate executives, professionals and their families. Through comprehensive planning and investment management, Indya develops strategies to help clients meet their financial goals. Previously, Indya worked as a Regional Vice President and Portfolio Specialist at Guggenheim Investments, in Institutional Sales at Citigroup in Sydney, and as a Credit Analyst at Macquarie Investment Bank in New York. Alongside female peers and fellow Beacon Pointe financial professionals, she is passionate about empowering women, both personally and professionally, and is an active member of Beacon Pointe’s Women’s Advisory Institute. Indya is a graduate of the University of Southern California (USC) Marshall School of Business.
Julia Cummings
Senior Wealth Advisor
Julia is a Senior Wealth Advisor at Beacon Pointe, where she focuses on fostering strong client relationships and driving new client development. With a career spanning Bernstein Wealth Management, JP Morgan, and AdvicePeriod—a boutique financial planning firm serving ultra-affluent clients—she brings deep expertise in investments, financial planning, and estate strategies to her role as a senior member of the firm. Leveraging her robust experience, Julia delivers customized solutions for clients and is an active member of Beacon Pointe’s Women’s Advisory Institute.
A Los Angeles native, Julia graduated from Amherst College in Massachusetts, where she was as a dual-sport varsity athlete in soccer and softball, earning NESCAC All-Academic honors in 2006 and 2007. She later served as secretary of the Amherst Alumni Association from 2016 to 2018. Splitting her time between Arizona and Los Angeles, Julia guides clients to financial success while growing a family with her two-year-old son.
Trenton Jolly, CFP®
Wealth Advisor
Trent is a Wealth Advisor for the Beacon Pointe Los Angeles office 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. Prior to joining Beacon Pointe, Trent worked at Wells Fargo Advisors within their Wealth and Investment Management division. He earned a BA in Economics from the University of California, Los Angeles, and is a CERTIFIED FINANCIAL PLANNER® (CFP®).
Meet Our Santa Barbara Financial Advisors
Indya Yuill
Partner, Managing Director
Indya is a member of the Beacon Pointe Board of Advisors and is part of the firm’s management team setting strategic direction for the firm and its nationwide initiatives. She also oversees Beacon Pointe’s Los Angeles regional office, providing customized wealth management solutions to corporate executives, professionals and their families. Through comprehensive planning and investment management, Indya develops strategies to help clients meet their financial goals. Previously, Indya worked as a Regional Vice President and Portfolio Specialist at Guggenheim Investments, in Institutional Sales at Citigroup in Sydney, and as a Credit Analyst at Macquarie Investment Bank in New York. Alongside female peers and fellow Beacon Pointe financial professionals, she is passionate about empowering women, both personally and professionally, and is an active member of Beacon Pointe’s Women’s Advisory Institute. Indya is a graduate of the University of Southern California (USC) Marshall School of Business.
Julia Cummings
Senior Wealth Advisor
Julia is a Senior Wealth Advisor at Beacon Pointe, where she focuses on fostering strong client relationships and driving new client development. With a career spanning Bernstein Wealth Management, JP Morgan, and AdvicePeriod—a boutique financial planning firm serving ultra-affluent clients—she brings deep expertise in investments, financial planning, and estate strategies to her role as a senior member of the firm. Leveraging her robust experience, Julia delivers customized solutions for clients and is an active member of Beacon Pointe’s Women’s Advisory Institute.
A Los Angeles native, Julia graduated from Amherst College in Massachusetts, where she was as a dual-sport varsity athlete in soccer and softball, earning NESCAC All-Academic honors in 2006 and 2007. She later served as secretary of the Amherst Alumni Association from 2016 to 2018. Splitting her time between Arizona and Los Angeles, Julia guides clients to financial success while growing a family with her two-year-old son.
Trenton Jolly, CFP®
Wealth Advisor
Trent is a Wealth Advisor for the Beacon Pointe Los Angeles office 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. Prior to joining Beacon Pointe, Trent worked at Wells Fargo Advisors within their Wealth and Investment Management division. He earned a BA in Economics from the University of California, Los Angeles, and is a CERTIFIED FINANCIAL PLANNER® (CFP®).
Meet Our Santa Barbara Financial Advisors
Indya Yuill
Partner, Managing Director
Indya is a member of the Beacon Pointe Board of Advisors and is part of the firm’s management team setting strategic direction for the firm and its nationwide initiatives. She also oversees Beacon Pointe’s Los Angeles regional office, providing customized wealth management solutions to corporate executives, professionals and their families. Through comprehensive planning and investment management, Indya develops strategies to help clients meet their financial goals. Previously, Indya worked as a Regional Vice President and Portfolio Specialist at Guggenheim Investments, in Institutional Sales at Citigroup in Sydney, and as a Credit Analyst at Macquarie Investment Bank in New York. Alongside female peers and fellow Beacon Pointe financial professionals, she is passionate about empowering women, both personally and professionally, and is an active member of Beacon Pointe’s Women’s Advisory Institute. Indya is a graduate of the University of Southern California (USC) Marshall School of Business.
Julia Cummings
Senior Wealth Advisor
Julia is a Senior Wealth Advisor at Beacon Pointe, where she focuses on fostering strong client relationships and driving new client development. With a career spanning Bernstein Wealth Management, JP Morgan, and AdvicePeriod—a boutique financial planning firm serving ultra-affluent clients—she brings deep expertise in investments, financial planning, and estate strategies to her role as a senior member of the firm. Leveraging her robust experience, Julia delivers customized solutions for clients and is an active member of Beacon Pointe’s Women’s Advisory Institute.
A Los Angeles native, Julia graduated from Amherst College in Massachusetts, where she was as a dual-sport varsity athlete in soccer and softball, earning NESCAC All-Academic honors in 2006 and 2007. She later served as secretary of the Amherst Alumni Association from 2016 to 2018. Splitting her time between Arizona and Los Angeles, Julia guides clients to financial success while growing a family with her two-year-old son.
Trenton Jolly, CFP®
Wealth Advisor
Trent is a Wealth Advisor for the Beacon Pointe Los Angeles office 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. Prior to joining Beacon Pointe, Trent worked at Wells Fargo Advisors within their Wealth and Investment Management division. He earned a BA in Economics from the University of California, Los Angeles, and is a CERTIFIED FINANCIAL PLANNER® (CFP®).
Connect with one of our trusted Financial Advisors in the Santa Barbara area.
We are here to be a partner with you on your personal wealth journey. Please contact our Santa Barbara, CA team if we can be of service.
