Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Los Angeles, CA

Beacon Pointe is a Los Angeles based wealth advisor and is one of the largest independent 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 Los Angeles 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 Los Angeles office to see how best we can assist you with your investment portfolio and financial planning needs.

Meet the Los Angeles Financial Advisor Team

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David Szabla, CFP®, CRPC®

Senior Associate Wealth Advisor

David is a Senior Associate Wealth Advisor in the Beacon Pointe Los Angeles office  and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. David works with the wealth advisory team to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling. Prior to joining Beacon Pointe, David worked as a Financial Advisor at Merrill Lynch and Voya Financial. David graduated from the University of Washington and holds the Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations. Outside the office, David enjoys traveling, snowboarding, and spending time with friends.

Indya M. 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 and is responsible for client service and new client development.  Julia began her career at Bernstein Wealth Management and then JP Morgan, before transitioning into the independent RIA space. Most recently, Julia worked as an advisor with ultra-affluent clientele at Advice Period, a boutique financial planning firm in the Los Angeles area. Julia has extensive knowledge of investments, financial planning and estate planning.  Julia is a Los Angeles native and graduated from Amherst College in Massachusetts where she was a dual-sport athlete playing varsity soccer and softball.

Matthew MacDonald, CFA

Senior Wealth Advisor

Matthew MacDonald is a Senior 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. Matthew began his career in 2001 on the trading floor at Credit Suisse First Boston in New York before taking his career overseas, gaining extensive experience in global investments and financial planning. He previously was a Managing Director at Deutsche Bank in Hong Kong and held various leadership and institutional sales positions over a 16-year period in Asia, the United Kingdom, and the United States. Prior to joining Beacon Pointe, he spent three years as a Wealth Advisor and Senior Vice President with Wells Fargo Private Bank in Beverly Hills, California. Matthew is a graduate of the University of British Columbia’s Sauder School of Business and holds the Chartered Financial Analyst (CFA) designation. Matthew currently resides in West Los Angeles with his wife and three children, and outside of the office he enjoys golfing and travel.

Tracey Lundahl, FPQP™

Senior Associate, Client Service

Tracey is a Senior Associate, Client Service for Beacon Pointe’s Los Angeles office where her responsibilities include client servicing and financial planning.  She received her FPQP™, Financial Paraplanner Qualified Professional Designation, from the College for Financial Planning.  She also holds a B.A. in Humanities from Arizona State University. Tracey’s financial services career has spanned over 20 years and began in the banking industry where she held roles in private and retail banking operations as well as loan portfolio and compliance administration.  In 2016, she transitioned her experience and skills to wealth management and financial planning, and prior to joining Beacon Pointe she handled client service and operations for a boutique wealth management and estate planning firm.  Tracey resides in Phoenix, AZ with her husband, where they devote most their free time to rescuing and caring for animals.

Trenton Jolly, CFP®

Associate Wealth Advisor

Trent is an Associate Wealth Advisor in the Beacon Pointe Los Angeles office. Trent is involved with all aspects of client service, financial planning and account management. 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 the Los Angeles Financial Advisor Team

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David Szabla, CFP®, CRPC®

Senior Associate Wealth Advisor

David is a Senior Associate Wealth Advisor in the Beacon Pointe Los Angeles office  and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. David works with the wealth advisory team to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling. Prior to joining Beacon Pointe, David worked as a Financial Advisor at Merrill Lynch and Voya Financial. David graduated from the University of Washington and holds the Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations. Outside the office, David enjoys traveling, snowboarding, and spending time with friends.

Indya M. 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 and is responsible for client service and new client development.  Julia began her career at Bernstein Wealth Management and then JP Morgan, before transitioning into the independent RIA space. Most recently, Julia worked as an advisor with ultra-affluent clientele at Advice Period, a boutique financial planning firm in the Los Angeles area. Julia has extensive knowledge of investments, financial planning and estate planning.  Julia is a Los Angeles native and graduated from Amherst College in Massachusetts where she was a dual-sport athlete playing varsity soccer and softball.

Matthew MacDonald, CFA

Senior Wealth Advisor

Matthew MacDonald is a Senior 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. Matthew began his career in 2001 on the trading floor at Credit Suisse First Boston in New York before taking his career overseas, gaining extensive experience in global investments and financial planning. He previously was a Managing Director at Deutsche Bank in Hong Kong and held various leadership and institutional sales positions over a 16-year period in Asia, the United Kingdom, and the United States. Prior to joining Beacon Pointe, he spent three years as a Wealth Advisor and Senior Vice President with Wells Fargo Private Bank in Beverly Hills, California. Matthew is a graduate of the University of British Columbia’s Sauder School of Business and holds the Chartered Financial Analyst (CFA) designation. Matthew currently resides in West Los Angeles with his wife and three children, and outside of the office he enjoys golfing and travel.

Tracey Lundahl, FPQP™

Senior Associate, Client Service

Tracey is a Senior Associate, Client Service for Beacon Pointe’s Los Angeles office where her responsibilities include client servicing and financial planning.  She received her FPQP™, Financial Paraplanner Qualified Professional Designation, from the College for Financial Planning.  She also holds a B.A. in Humanities from Arizona State University. Tracey’s financial services career has spanned over 20 years and began in the banking industry where she held roles in private and retail banking operations as well as loan portfolio and compliance administration.  In 2016, she transitioned her experience and skills to wealth management and financial planning, and prior to joining Beacon Pointe she handled client service and operations for a boutique wealth management and estate planning firm.  Tracey resides in Phoenix, AZ with her husband, where they devote most their free time to rescuing and caring for animals.

Trenton Jolly, CFP®

Associate Wealth Advisor

Trent is an Associate Wealth Advisor in the Beacon Pointe Los Angeles office. Trent is involved with all aspects of client service, financial planning and account management. 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 the Los Angeles Financial Advisor Team

Filter By

David Szabla, CFP®, CRPC®

Senior Associate Wealth Advisor

David is a Senior Associate Wealth Advisor in the Beacon Pointe Los Angeles office  and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. David works with the wealth advisory team to help guide clients through financial planning, investment management, investment strategy implementation, and asset allocation modeling. Prior to joining Beacon Pointe, David worked as a Financial Advisor at Merrill Lynch and Voya Financial. David graduated from the University of Washington and holds the Certified Financial Planner (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations. Outside the office, David enjoys traveling, snowboarding, and spending time with friends.

Indya M. 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 and is responsible for client service and new client development.  Julia began her career at Bernstein Wealth Management and then JP Morgan, before transitioning into the independent RIA space. Most recently, Julia worked as an advisor with ultra-affluent clientele at Advice Period, a boutique financial planning firm in the Los Angeles area. Julia has extensive knowledge of investments, financial planning and estate planning.  Julia is a Los Angeles native and graduated from Amherst College in Massachusetts where she was a dual-sport athlete playing varsity soccer and softball.

Matthew MacDonald, CFA

Senior Wealth Advisor

Matthew MacDonald is a Senior 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. Matthew began his career in 2001 on the trading floor at Credit Suisse First Boston in New York before taking his career overseas, gaining extensive experience in global investments and financial planning. He previously was a Managing Director at Deutsche Bank in Hong Kong and held various leadership and institutional sales positions over a 16-year period in Asia, the United Kingdom, and the United States. Prior to joining Beacon Pointe, he spent three years as a Wealth Advisor and Senior Vice President with Wells Fargo Private Bank in Beverly Hills, California. Matthew is a graduate of the University of British Columbia’s Sauder School of Business and holds the Chartered Financial Analyst (CFA) designation. Matthew currently resides in West Los Angeles with his wife and three children, and outside of the office he enjoys golfing and travel.

Tracey Lundahl, FPQP™

Senior Associate, Client Service

Tracey is a Senior Associate, Client Service for Beacon Pointe’s Los Angeles office where her responsibilities include client servicing and financial planning.  She received her FPQP™, Financial Paraplanner Qualified Professional Designation, from the College for Financial Planning.  She also holds a B.A. in Humanities from Arizona State University. Tracey’s financial services career has spanned over 20 years and began in the banking industry where she held roles in private and retail banking operations as well as loan portfolio and compliance administration.  In 2016, she transitioned her experience and skills to wealth management and financial planning, and prior to joining Beacon Pointe she handled client service and operations for a boutique wealth management and estate planning firm.  Tracey resides in Phoenix, AZ with her husband, where they devote most their free time to rescuing and caring for animals.

Trenton Jolly, CFP®

Associate Wealth Advisor

Trent is an Associate Wealth Advisor in the Beacon Pointe Los Angeles office. Trent is involved with all aspects of client service, financial planning and account management. 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 Los Angeles, CA.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

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