Meet Our Advisory Team
Connect with one of our trusted Financial Advisors in the Los Angeles area. We are here to be a partner with you on your financial journey and help you make well-informed, important life decisions related to your wealth. Please contact our Los Angeles, CA advisory team if we can be of service.
Connect with Us
My advisor has always been responsive and I meet with them regularly. As I head towards retirement, they have helped me set up a consistent income stream from my investments, and have also helped me with tax guidance.
My [advisor] is professional, very communicative, a good listener, and has always provided excellent service. I am very please with my experience at Beacon Pointe Advisors!
My experience with Beacon Pointe Advisors has been a very positive one. I’ve been working with Beacon Pointe for the past 5 years now and I really appreciate the time Indya has given me and my account.
We are so grateful to work with Indya and the whole Beacon Pointe team – excellent in every way!
Great place, great people and insight. They have helped me greatly in stabilizing and broadening my investments. They have access to many investments I could not otherwise use, and their fees are lower than most. Indya, my advisor, is insightful, honest, human; greatly valued!
I have worked with a team out of the Brentwood office for almost 10 years. I cannot say enough about how excellent and professional this experience is for me and my family. Caring, prompt, responsive, creative, intelligent and understanding of our needs. I am a bit of a “hands on” customer and the team, especially Indya, Trent and recently Trey are patient and forthcoming. I highly recommend Beacon Pointe, the Brentwood office and my team with no reservations whatsoever.
We have worked with Indya Yuill for several years … based on her articulate explanation of investment strategies. We have always found Indya and her team to be very responsive with sensible advice.
Beacon Pointe Advisors has been a great company to work with. Always keeps me up to date on my portfolio and calls me when there are any major changes to the market. Indya and her team are the best. Been with the company going on I believe 10 years now. Nothing but 5 stars in my book.
To say I knew nothing of investing would be an understatement. Beacon Pointe took my account moved everything around to make sense and diversify. From 2017 to 2025 I made a few life changes. I sold my business, two homes and purchased a new home in a new area. My current advisor Trent saw me through my home sales and relocation and made sure I was well funded for my goals. I retired and worried as a single female if I had prepared adequately for a solid retirement. I moved from saving for retirement to spending in retirement. We never know what the future holds but every report I receive shows I can rest easy, travel and have the peace of mind I worked for. I could not have achieved this self directing my investments Beacon Pointe made it possible they are easy to work with and I trust them.
My advisor has always been responsive and I meet with them regularly. As I head towards retirement, they have helped me set up a consistent income stream from my investments, and have also helped me with tax guidance.
My [advisor] is professional, very communicative, a good listener, and has always provided excellent service. I am very please with my experience at Beacon Pointe Advisors!
My experience with Beacon Pointe Advisors has been a very positive one. I’ve been working with Beacon Pointe for the past 5 years now and I really appreciate the time Indya has given me and my account.
We are so grateful to work with Indya and the whole Beacon Pointe team – excellent in every way!
Great place, great people and insight. They have helped me greatly in stabilizing and broadening my investments. They have access to many investments I could not otherwise use, and their fees are lower than most. Indya, my advisor, is insightful, honest, human; greatly valued!
I have worked with a team out of the Brentwood office for almost 10 years. I cannot say enough about how excellent and professional this experience is for me and my family. Caring, prompt, responsive, creative, intelligent and understanding of our needs. I am a bit of a “hands on” customer and the team, especially Indya, Trent and recently Trey are patient and forthcoming. I highly recommend Beacon Pointe, the Brentwood office and my team with no reservations whatsoever.
We have worked with Indya Yuill for several years … based on her articulate explanation of investment strategies. We have always found Indya and her team to be very responsive with sensible advice.
Beacon Pointe Advisors has been a great company to work with. Always keeps me up to date on my portfolio and calls me when there are any major changes to the market. Indya and her team are the best. Been with the company going on I believe 10 years now. Nothing but 5 stars in my book.
To say I knew nothing of investing would be an understatement. Beacon Pointe took my account moved everything around to make sense and diversify. From 2017 to 2025 I made a few life changes. I sold my business, two homes and purchased a new home in a new area. My current advisor Trent saw me through my home sales and relocation and made sure I was well funded for my goals. I retired and worried as a single female if I had prepared adequately for a solid retirement. I moved from saving for retirement to spending in retirement. We never know what the future holds but every report I receive shows I can rest easy, travel and have the peace of mind I worked for. I could not have achieved this self directing my investments Beacon Pointe made it possible they are easy to work with and I trust them.
Managing Directors
Indya 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.
Wealth Advisors
Charlie Phillips, CEPA
Partner, Senior Wealth Advisor
Charlie is a Partner and Senior Wealth Advisor for the Beacon Pointe Los Angeles office. Charlie has over 15 years of experience working with high-net-worth individuals, families, and institutions to help navigate all aspects of their financial lives. Prior to joining Beacon Pointe, he worked at BNY Mellon Wealth Management, where he sat on the Equity Strategy Committee overseeing the equity portion of the $300 billion in assets managed. Previous to BNY Mellon, Charlie worked as a small-cap equity analyst for ICM Asset Management. While there, he constructed valuation models for proposed investments and built out option writing strategies designed to mitigate risk and generate additional portfolio returns. Charlie is a member of the CFA® Society of Los Angeles as well as the CFA® Society of Orange County. Additionally, he is a Certified Exit Planning Advisor (CEPA) and a member of the Exit Planning Institute. Charlie graduated from Whittier College with a concentration in international business. He captained the Whittier College golf team and is still an avid golfer in his free time.
David Szabla, CFP®, CRPC®
Wealth Advisor
David 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, David worked as a Financial Advisor at Merrill Lynch and Voya Financial. David graduated from the University of Washington and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Chartered Retirement Planning Counselor (CRPC®) designations. Outside the office, David enjoys traveling, snowboarding, and spending time with friends and family.
Julia Cummings
Senior Wealth Advisor
Julia is a Senior Wealth Advisor at Beacon Pointe, where she focuses on fostering strong client relationships and driving new client development. With a career spanning Bernstein Wealth Management, JP Morgan, and AdvicePeriod—a boutique financial planning firm serving ultra-affluent clients—she brings deep expertise in investments, financial planning, and estate strategies to her role as a senior member of the firm. Leveraging her robust experience, Julia delivers customized solutions for clients and is an active member of Beacon Pointe’s Women’s Advisory Institute.
A Los Angeles native, Julia graduated from Amherst College in Massachusetts, where she was as a dual-sport varsity athlete in soccer and softball, earning NESCAC All-Academic honors in 2006 and 2007. She later served as secretary of the Amherst Alumni Association from 2016 to 2018. Splitting her time between Arizona and Los Angeles, Julia guides clients to financial success while growing a family with her two-year-old son.
Matthew MacDonald, CFA®
Senior Wealth Advisor
Matthew MacDonald is a Senior 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. Matthew began his career in 2001 on the trading floor at Credit Suisse First Boston in New York before taking his career overseas, gaining extensive experience in global investments and financial planning. He previously was a Managing Director at Deutsche Bank in Hong Kong and held various leadership and institutional sales positions over a 16-year period in Asia, the United Kingdom, and the United States. Prior to joining Beacon Pointe, he spent three years as a Wealth Advisor and Senior Vice President with Wells Fargo Private Bank in Beverly Hills, California. Matthew is a graduate of the University of British Columbia’s Sauder School of Business and holds the Chartered Financial Analyst® (CFA®) designation. Matthew currently resides in West Los Angeles with his wife and three children, and outside of the office he enjoys golfing and travel.
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®).
William Blackard
Associate Wealth Advisor
William (Will) is an Associate Wealth Advisor for the Beacon Pointe Los Angeles office and is responsible for partnering with the firm’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. His duties include investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Will worked as a revenue manager for Reynolds American Inc., where he optimized pricing strategies for the firm’s robust product portfolio. He decided to make a career pivot after finding a passion for investing, financial planning, and helping people make sense of their complex financial journeys. Will graduated from the University of North Carolina with a bachelor’s degree in business administration and earned his MBA from the University of Florida. Outside of the office, Will enjoys traveling, golfing, and spending time with friends and family.
Client Service & Operations
Adam Greenwald
Senior Associate, Service and Operations
Adam Greenwald is a Senior Associate, Service and Operations in the Beacon Pointe Los Angeles, California office. He comes to Beacon Pointe with prior experience as a client service and financial planning associate and is focused on creating a smooth and efficient experience for all new and existing clients. Adam graduated from the University of Arizona and resides in Studio City, CA. Outside of the office, he enjoys spending time with his wife, Sarah; daughter, Sophia; and goldendoodle, Beanie, as well as all things sports-related.
Los Angeles Financial Services
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Wealth Management
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.
Investment Advisor
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
