Newport Beach, CA
Meet Our Advisory Team
Our Newport Beach Advisory Team
Andy Rovzar
Associate Wealth Advisor
Darin Simonian, CFP®
Partner, Managing Director
James Davenport, MBA
Partner, Managing Director
Josh Rummonds, JD
Wealth Advisor
Laine Ainsworth
Partner, Managing Director
Lauren Meixel
Director of Operations, Wealth Advisor
Liam Rooney
Client Service Associate
Mark Moehlman, MBA
Partner, Managing Director
Maryam Khayali
Senior Relationship Manager
Susan Fritts
Manager, Client Service
Connect With Our Team
We are here to be a partner with you on your personal wealth journey. Please contact one of our Newport Beach teams if we can be of service.
Recent Local News and Updates
AdvisorHub Awards Beacon Pointe
We are thrilled to announce Beacon Pointe Advisors has garnered recognition in AdvisorHub’s prestigious annual rankings...
Read more →Orange County Business Journal Awards Beacon Pointe Advisors
With immense pride, Beacon Pointe is thrilled to share our accolades from The Orange County Business Journal ("OCBJ")...
Read more →Beacon Pointe Advisors Expands with Two Strategic Team Additions
Beacon Pointe Advisors (“Beacon Pointe”) introduces its acquisitions of MGB Wealth Management, LLC and Pacifica Wealth Advisors, Inc...
Read more →