Peter Sousa, CFP®, CIMA®
Senior Wealth Advisor

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Peter Sousa, CFP®, CIMA®, is a Senior Wealth Advisor at Beacon Pointe, serving in our Larkspur, CA office. Peter provides comprehensive wealth management services to individuals and families, leveraging his more than 20 years of experience in the investment industry. Peter joined Beacon Pointe following the acquisition of Litman Gregory Wealth Management in 2025. During his tenure at Litman Gregory, Peter was a Principal and Head of Portfolio Strategies. Peter is a CERTIFIED FINANCIAL PLANNER® (CFP®), Certified Investment Management Analyst (CIMA®), and earned a bachelor’s degree in business administration and a master’s degree in investment management and financial analysis from Saint Mary’s College. Peter and his wife, Jacci, have two children, Sofia and Mia. Peter enjoys spending as much time with family as possible, supporting the girls in their many activities, including soccer, swimming, and theater.