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
Wealth Advisors
Client Service & Operations
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.