Commie Stevens, JD
Chief Practice Officer, Managing Director of Wealth Planning
Request an Appointment | Contact Me | (949) 718-1600
As Chief Practice Officer and member of the Beacon Pointe, LLC Board, Commie is passionate about improving the client and advisor experience. She originated our allWEALTH® approach and is focused on the development of life and legacy solutions and tech-enabled systems that make it easier for advisors to provide proactive, personalized advice and be advice-ready as life changes. Commie also oversees the firm’s approach to financial, estate and legacy planning and is a proud founding member of Beacon Pointe Women’s Advisory Institute and co-author of Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters. Before joining Beacon Pointe Advisors, Commie practiced estate planning at Albrecht and Barney and served as the Director of Estate Planning for Pacific Life Insurance Company. She earned her Juris Doctor from Pepperdine University School of Law, her BA in Economics from the University of California at Irvine, is a member of the State Bar of California. She has been featured in The Wall Street Journal, US News & World Report, The Street, Financial Advisor IQ, The National Financial Educators Council, The Journal of Practical Estate Planning and The University of California, Irvine’s Wealth Management Frontier Journal. She regularly speaks on financial and estate planning topics and has been a guest lecturer at The Paul Merage School of Business at the University of California at Irvine and Stanford University. Commie resides in Laguna Niguel, California and enjoys spending time with her husband and daughters and learning to play tennis with friends.