David Le, CFP®
Wealth Advisor

David is a Wealth Advisor in Beacon Pointe’s Private Client Services Group and provides customized investment and financial planning solutions that help clients meet their life and legacy goals. 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 holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and 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.

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