Newport Beach, CA
Meet Our Advisory Team
Our Newport Beach Advisory Team
Cindy Tam
Client Service Associate
Conor Turley
Wealth Advisor
Courtney McCutchan, CDFA®, CFP®
Wealth Advisor
Dave Penniall, CFP®
Partner, Senior Wealth Advisor
Debra Curry, CFP®
Senior Wealth Advisor
Devon Nick
Senior Strategic Investment Advisor
Hal Smith, CDFA®, LTCP, NSSA
Senior Wealth Advisor
Tamara Tudor
Relationship Manager
Vanessa Burnett, CFP®
Partner, Managing Director
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 →