Pasadena, CA

Meet Our Advisory Team

123 South Marengo Avenue, Suite 200, Pasadena, CA, 91101, USA

Our Pasadena-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 Los Angeles metro area, working with business owners and entrepreneurs, as well as retirees and pre-retirees. 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 Pasadena, CA, our team is ready to support you and your financial goals.

(626) 795-3062

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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.

I highly recommend Beacon Pointe Advisors for financial planning and management. Debra Curry is the definition of a professional, compassionate and educated advisor. Her constant follow up is incredibly helpful in navigating current financial changes not only in markets but in my own personal situation. She is very supportive and provides excellent service and advice at all times with great responsiveness. I have also worked closely with Tamara who is incredible at follow up and follow through as well. Working with Debra, Tamara and all of the caring and knowledgeable staff at Beacon Point Advisors has provided me with peace of mind money can’t buy. They have also assisted my family during some challenging times and were always right there providing caring and knowledgeable support. Thank you Debra and all of the staff!

Debra has been a wonderful help in maintaining and growing my account. She’s always taken the time to explain fully whenever I ask a question, and often offers additional resources if you want to educate yourself. Every conversation has been friendly, supportive, and educational, and I leave each time feeling secure with her handling this. Her service is appreciated, and her ethic is golden.

Courtney and the Beacon Pointe Advisory team have been top notch!!! They communicate and keep me advised on the changing market. I appreciate everything they have done for me and my portfolio. Thank you for everything.

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.