Several of our Beacon Pointe Women’s Advisory Institute Board Members attended UCI’s Center for Investment and Wealth Management luncheon featuring New York Times #1 bestselling author Arianna Huffington. Arianna discussed how to make simple changes to enhance well-being while learning how to thrive in the everyday world of money, power and success.
Women should thrive in all aspects of their lives!
Be healthy. Be good to your mind. Be good to your body.
About Womens Advisory Institute:
We are moms, daughters, wives, sisters and friends. We’re also business owners, financial planners, investment advisors and lawyers. We understand you because we are just like you.
Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We are 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.
Our mission is to provide comprehensive, objective investment advice and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.
Our employees are the FACES of Beacon Pointe:
Family-oriented, Ambitious, Collaborative, Entrepreneurial, Service-minded
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