Newport Beach, CA

Meet Our Advisory Team

24 Corporate Plaza Drive, Suite 150, Newport Beach, CA, 92660, USA

Our Newport Beach-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Our team has deep experience serving professionals in the Orange County area, working with business owners and entrepreneurs as well as providing exceptional family office services for our ultra-high-net-worth clientele. We are also proud to serve women, specifically those going through major life milestones such as losing a spouse, the birth of a grandchild, or going through a divorce or remarriage. If you’re searching for a financial advisor in Newport Beach, CA, our team is ready to support you and your financial goals.

(949) 718-1600

View on Map

Connect with Our Team

What Our Clients Say

Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.

We have been very happy and impressed with the service we get from Matt Henn at Beacon Pointe! We could not be happier! Thanks Matt and Beacon Pointe!

Dylan has demonstrated an excellent understanding of my financial needs and goals and he delivers his advice with these clearly in mind. I have complete confidence in Dylan and his professional abilities and I have always found his advice to be clear, relevant and prudent.

I have been with Alex Kassouf for some time, and I just wanted to share how impressed and satisfied I am with his service. He is personable, courteous, prompt, professional, and knowledgeable. I thank my advisor and Beacon Pointe for taking care of my financial needs.

I have had very reputable financial advisors in the past, and I firmly attest, that not one of them offered the level of service and personal attention that Dylan maintains with me all year long. When I decided to fully retire, Dylan and his team held multiple meetings among themselves, and with me, to review my projected financial success. I asked the same questions at least five different ways. By the time I came to a decision, I felt totally confident that we left no rock un-turned. You couldn’t ask for a more dedicated, knowledgable, diligent, and genuinely caring financial advisor to have your back. If you are looking for a sincerely solid financial advisor, call Dylan MacDonald and you will be writing one of these heartfelt reviews yourself!

Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.