Shannon Eusey is the Co-Founder and Chair of Beacon Pointe Advisors. She Co-founded the firm in 2002 and served as its Chief Executive Officer from its inception for the last 25 years, leading Beacon Pointe’s growth into one of the nation’s most respected independent wealth management firms. Today, as Chair, she continues to provide strategic leadership and governance while advancing the firm’s long-term vision.
Driven by a passion for financial education and empowering investors, Shannon is a founding member of the Beacon Pointe Women’s Advisory Institute and co-author of Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international bestselling book that has ranked #1 in six different business and finance categories.
Outside of Beacon Pointe, Shannon currently serves as a Director of Banc of California (NYSE: BANC), Canaccord Genuity Group (TSX: CF), the LA84 Foundation, and the Play Equity Fund. She also serves on the Board of Hoag Hospital and is an Advisor to View Point Ventures and Cognicor.
Throughout her career, Shannon has served on numerous public company, nonprofit, and industry advisory boards, including the UCI Athletics Board, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, the CNBC Financial Advisor Council, and ScratchWorks, a FinTech accelerator that connects innovative technology companies with investment and wealth management leaders to accelerate the digital transformation of financial services. She is also a member of the Young Presidents’ Organization Orange County Chapter.
Shannon graduated from the University of California, Irvine, where she was a Division I volleyball student-athlete, and earned her MBA from the UCLA Anderson School of Management. She also completed the Directors’ Consortium Public Company Director Certification through the Stanford Graduate School of Business.
Shannon and her husband, Rick, have four children and reside in Laguna Beach, California.
- 2026 OCBJ ‘OC50’ Award
- 2025 ‘Chief Executive of the Year’ by WealthManagement.com
- 2025 ‘Excellence in Executive Leadership & Growth’ by California State University, Fullerton
- 2025 ‘Leading Women Advisor’ by FA Magazine
- 2025 OCBJ ‘OC50’ Award
- 2024 OCBJ ‘OC500’ Award
- 2023 ‘CEO of the Year’ from RIA Intel
- 2023 ‘OCBJ Excellence in Entrepreneurship’ Award
- 2023 ‘Orange County Visionary’ by the Los Angeles Times
- 2021 ‘OCBJ 500’ Award
- 2020 ‘Women to Watch” honoree by InvestmentNews
- 2020 ’50 Women Changing the World’ by Worth Magazine
- 2020 OCBJ ‘OC500’ Award
- 2019 OCBJ ‘OC500’ Award
- 2018 OCBJ ‘OC500’ Award
- 2018 Barron’s ‘Top 1,200 Financial Advisors’
- 2018 Barron’s ‘Top 100 Women Financial Advisors
- 2018 UC Irvine Lauds & Laurels Award
- 2017 Barron’s ‘Top 100 Independent Wealth Advisors’
- 2017 Barron’s ‘Top 100 Women Financial Advisors’
- 2017 Barron’s ‘Top 1,200 Financial Advisors’
- 2017 OCBJ ‘Women in Business Award’
- 2017 OCBJ ‘OC500’
- 2016 Barron’s ‘Top 100 Women Financial Advisors’
- 2014 Barron’s ‘Top 100 Independent Advisors’