David Le, CFP®, MBA
Associate Wealth Advisor
David is an Associate Wealth Advisor in the Client Service Department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting. In addition, David is oversees the organization and execution of the firm’s technology initiatives. Prior to joining Beacon Pointe Advisors, David spent seven years working for the Irvine Ranch Water District. David graduated from UC Riverside with a BA in Business Economics and received his MBA from UC Irvine. In his free time, David enjoys trying new types of food, perfecting his cooking skills and cycling.