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 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.

Contact Information

info@beaconpointe.com
(805) 335-2208

Meet the Santa Barbara Financial Advisor 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 Relationship Manager

Tracey is a Senior Relationship Manager within the Beacon Pointe Los Angeles Office. Her responsibilities include partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. For over 22 years, Tracey has been providing high-touch client service within the financial services industry. She takes great pride in building a strong rapport with clients; established on a foundation of trust and dependability. Tracey received her FPQP™ designation, Financial Paraplanner Qualified Professional, from the College for Financial Planning and holds a B.A. in Humanities from Arizona State University. Her career began in private banking, but she eventually transitioned her knowledge and passion for client service excellence to the wealth management realm.  Tracey resides in Phoenix, AZ with her husband, where they share a reverence for nature and devote most of their free time to rescuing & caring for animals.

Trenton Jolly, CFP®

Senior Associate Wealth Advisor

Trent is a Senior 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 a Certified Financial Planner (CFP®).

Meet the Santa Barbara Financial Advisor 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 Relationship Manager

Tracey is a Senior Relationship Manager within the Beacon Pointe Los Angeles Office. Her responsibilities include partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. For over 22 years, Tracey has been providing high-touch client service within the financial services industry. She takes great pride in building a strong rapport with clients; established on a foundation of trust and dependability. Tracey received her FPQP™ designation, Financial Paraplanner Qualified Professional, from the College for Financial Planning and holds a B.A. in Humanities from Arizona State University. Her career began in private banking, but she eventually transitioned her knowledge and passion for client service excellence to the wealth management realm.  Tracey resides in Phoenix, AZ with her husband, where they share a reverence for nature and devote most of their free time to rescuing & caring for animals.

Trenton Jolly, CFP®

Senior Associate Wealth Advisor

Trent is a Senior 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 a Certified Financial Planner (CFP®).

Meet the Santa Barbara Financial Advisor 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 Relationship Manager

Tracey is a Senior Relationship Manager within the Beacon Pointe Los Angeles Office. Her responsibilities include partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. For over 22 years, Tracey has been providing high-touch client service within the financial services industry. She takes great pride in building a strong rapport with clients; established on a foundation of trust and dependability. Tracey received her FPQP™ designation, Financial Paraplanner Qualified Professional, from the College for Financial Planning and holds a B.A. in Humanities from Arizona State University. Her career began in private banking, but she eventually transitioned her knowledge and passion for client service excellence to the wealth management realm.  Tracey resides in Phoenix, AZ with her husband, where they share a reverence for nature and devote most of their free time to rescuing & caring for animals.

Trenton Jolly, CFP®

Senior Associate Wealth Advisor

Trent is a Senior 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 a Certified Financial Planner (CFP®).

Connect with one of our trusted Financial Advisors in Santa Barbara, CA.

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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