Fresno, California – May 2, 2019 – Beacon Pointe Wealth Advisors Fresno officially cut the ribbon to formally open their new office space on Thursday, May 2nd, 2019. Located in the Fig Garden collection of buildings on Palm Avenue in Fresno, CA, Beacon Pointe’s newest office “feels just like Beacon Pointe,” according to Commie Stevens, J.D., Partner, Managing Director from the corporate office, “it’s warm and inviting and feels like we’ve had a presence in Fresno for a long time.”
The Fresno office consists of Senior Wealth Advisor, Josh Rummonds, J.D. who is supported by Lauren Meixel, Client Service and Operations Manager. Josh Rummonds, J.D. calls Fresno his home. He’s lived in different parts of the U.S. but has decided to put down roots in Fresno with his wife Brooke, son Jackson, and coming soon their baby boy Cameron. Recently introduced to Fresno, Lauren has embraced the community and stated that it reminds her of the town she grew up in Texas. Lauren has over 10 years of experience in the financial services industry. She has been with Beacon Pointe since 2015 and is looking forward to projecting what Beacon Pointe has to offer to the Central Valley.
The Fresno Chamber of Commerce members and Ambassadors were in attendance for the Ribbon Cutting Ceremony and reception. Many members of the community, neighbors, colleagues, friends, and family joined in for the festivities as well. In a special familial moment, Jackson, Josh Rummonds’ 1.5 year-old son, picked the raffle winner for a set of tickets to the upcoming Fresno State vs USC football game. Senior Wealth Advisor, Josh Rummonds, J.D. summed up his experience of the event, “A very exciting day. It was great getting to introduce all the attendees to my incredible team. It’s been a humbling experience to be such a big part of Beacon Pointe’s new office here in the central valley and I was honored to be able to share that with so many people.”
Beacon Pointe Wealth Advisors Fresno focuses on creating custom investment solutions for individuals and business owners, specializing in investment management, qualified retirement plans, as well as working with clients’ CPA’s and Attorneys to develop sound financial plans for clients of the firm.
About Beacon Pointe’s Advisors:
The Beacon Pointe family of companies, included Beacon Pointe Advisors and Beacon Pointe Wealth Advisors, collectively has over $9.3 billion in assets under management (as of 12/31/18). Beacon Pointe is 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. For more information on Beacon Pointe’s wealth advisory services, please visit: www.beaconpointe.com. To stay apprised of Beacon Pointe news and happenings, follow our Facebook and LinkedIn pages and Twitter handle.
