Beacon Pointe Wealth Advisor, Kate Pettee, has been included in the InvestmentNews ‘40 Under 40’ recognition program. This is the eighth annual feature, which profiles a list of outstanding up-and-comers, including financial advisors and young professionals, from fintech, asset management and socially responsible investing worlds. This year’s program received more than 1,000 applications that were whittled down to 40 honorees by a panel of reporters, editors and other representatives of InvestmentNews based on four criteria: accomplishments, contribution, leadership and promise. Kate, along with the others making the 40 under 40 list, is highlighted in the June 7, 2021 issue of InvestmentNews and online at investmentnews.com.
Kate Pettee is a passionate advisor with the energy and promise to make lasting change in the industry. Her desire and drive to be the best advisor for her clients is evident through her success in obtaining the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and her candidacy for both the Chartered Alternative Investment Analyst (CAIA®) and Certified Divorce Financial Analyst (CDFA®) designations.
In addition, Kate is also an advocate for financial literacy. She regularly hosts seminars to guide young professionals in building lasting financial habits early in their careers as well as hosting national events through Beacon Pointe’s Women’s Advisory Institute (“WAI”). Most recently on Earth Day 2021, Kate hosted the firm’s ‘WAI to Build a Bouquet’ event, which educated women investors on values-based investing, another passion of Kate’s. Whether it is promoting racial justice, fostering sustainable agriculture, or advocating for improved corporate policies, Kate helps her clients align their investments with their personal values. As a former D1 athlete, Kate is a true team player and leads by example by both training new ambitious advisors and “managing up” to more senior advisors of the team in a rapidly growing firm.
All of us at Beacon Pointe congratulate Kate for this well-deserved accolade and we look forward to her continued positive impact on the financial advisory industry and clients’ financial lives in the coming years! To read Kate’s profile and check out the full 2021 Class of 40 Under 40, click here.
Beacon Pointe CEO, Shannon Eusey, was also recently selected as an InvestmentNews ‘Women to Watch’ of 2020, click here to view.
InvestmentNews is the leading source for news, analysis and information essential to the financial advisory community. Since 1998, the publication’s standard of editorial excellence and deep industry knowledge has allowed the outlet to educate, inform and engage the most influential financial advisers. Through a weekly newspaper, website, newsletters, research, events, videos, podcasts and webcasts, InvestmentNews provides exclusive and up-to-the-minute news, as well as actionable intelligence, that empowers financial advisers to serve their clients and run their businesses more effectively whenever, however and wherever they need it. The InvestmentNews headquarters is located in New York, with an office in Washington D.C. InvestmentNews is part of Bonhill Group Plc.
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s and more. For more information on Beacon Pointe’s wealth advisory services, please visit: www.beaconpointe.com.