Financial Planners
in Santa Barbara, California

Based in the Santa Barbara area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

7 West Figueroa Street, Suite 300, Santa Barbara, CA 93101

(805) 335-2208

Connect with Us

Connect with One of Our Trusted Financial Planners in Santa Barbara, CA

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

Client Testimonials

As I head towards retirement, they have helped me set up a consistent income stream from my investments…

My representative is professional, very communicative, a good listener, and has always provided excellent service.

The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

As I head towards retirement, they have helped me set up a consistent income stream from my investments…

My representative is professional, very communicative, a good listener, and has always provided excellent service.

The preceding testimonials are provided by clients of Beacon Pointe Advisors, LLC. Clients are not being compensated for sharing their opinions and experience with the firm. Testimonials are based on an individual’s experience with the firm and do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Meet Our Santa Barbara Financial Planners & Advisors

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Indya Yuill

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

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.

Trenton Jolly, CFP®

Wealth Advisor

Trent is a Wealth Advisor for the Beacon Pointe Los Angeles office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. 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 Our Santa Barbara Financial Planners & Advisors

Filter By
Indya Yuill

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

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.

Trenton Jolly, CFP®

Wealth Advisor

Trent is a Wealth Advisor for the Beacon Pointe Los Angeles office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. 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 Our Santa Barbara Financial Planners & Advisors

Filter By
Indya Yuill

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

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.

Trenton Jolly, CFP®

Wealth Advisor

Trent is a Wealth Advisor for the Beacon Pointe Los Angeles office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. 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 the Santa Barbara area.

We are here to be a partner with you on your personal wealth journey.  Please contact our Santa Barbara, CA team if we can be of service.

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