Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Santa Barbara, CA

Beacon Pointe is a Santa Barbara 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 Santa Barbara 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 Montecito office to see how best we can assist you with your investment portfolio and financial planning needs.

Meet the Santa Barbara Team

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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.

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

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 currently a candidate for the Certified Financial Planner (CFP®) certification.

Meet the Santa Barbara Team

Filter By

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.

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

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 currently a candidate for the Certified Financial Planner (CFP®) certification.

Meet the Santa Barbara Team

Filter By

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.

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

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 currently a candidate for the Certified Financial Planner (CFP®) certification.

Connect with one of our trusted Advisors.

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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