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.
24 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660
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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.
Dylan has demonstrated an excellent understanding of my financial needs and goals and he delivers his advice with these clearly in mind. I have complete confidence in Dylan and his professional abilities and I have always found his advice to be clear, relevant and prudent.
I have had very reputable financial advisors in the past, and I firmly attest, that not one of them offered the level of service and personal attention that Dylan maintains with me all year long. When I decided to fully retire, Dylan and his team held multiple meetings among themselves, and with me, to review my projected financial success. I asked the same questions at least five different ways. By the time I came to a decision, I felt totally confident that we left no rock un-turned. You couldn’t ask for a more dedicated, knowledgable, diligent, and genuinely caring financial advisor to have your back. If you are looking for a sincerely solid financial advisor, call Dylan MacDonald and you will be writing one of these heartfelt reviews yourself!
I have been with Alex Kassouf for some time, and I just wanted to share how impressed and satisfied I am with his service. He is personable, courteous, prompt, professional, and knowledgeable. I thank my advisor and Beacon Pointe for taking care of my financial needs.
Dylan has demonstrated an excellent understanding of my financial needs and goals and he delivers his advice with these clearly in mind. I have complete confidence in Dylan and his professional abilities and I have always found his advice to be clear, relevant and prudent.
I have had very reputable financial advisors in the past, and I firmly attest, that not one of them offered the level of service and personal attention that Dylan maintains with me all year long. When I decided to fully retire, Dylan and his team held multiple meetings among themselves, and with me, to review my projected financial success. I asked the same questions at least five different ways. By the time I came to a decision, I felt totally confident that we left no rock un-turned. You couldn’t ask for a more dedicated, knowledgable, diligent, and genuinely caring financial advisor to have your back. If you are looking for a sincerely solid financial advisor, call Dylan MacDonald and you will be writing one of these heartfelt reviews yourself!
I have been with Alex Kassouf for some time, and I just wanted to share how impressed and satisfied I am with his service. He is personable, courteous, prompt, professional, and knowledgeable. I thank my advisor and Beacon Pointe for taking care of my financial needs.
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 Team of Financial Planners & Advisors
Managing Directors
Wealth Advisors
Client Service & Operations
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.