Orange County Business Journal Awards Beacon Pointe Advisors

With immense pride, Beacon Pointe Advisors (“Beacon Pointe”) is thrilled to share our accolades from The Orange County Business Journal (OCBJ). These accolades underscore our firm’s excellence in assisting remarkable clients and our entrepreneurial growth story. Gratitude abounds as we extend our thanks to OCBJ for spotlighting Beacon Pointe in the local Orange County community and acknowledging the exceptional leaders who embody the essence of our firm.

Below are Beacon Pointe’s various year-over-year OCBJ recognitions and noteworthy news:

2023 – Beacon Pointe CEO Shannon Eusey was honored by the OCBJ at the annual Entrepreneurship Awards during Women’s History Month and Beacon Pointe’s 21st birthday.

This award is presented to individuals in the Orange County business community who have distinguished themselves through their successful business ventures, and who have clearly shown determination, creativity, and foresight through that process.

Entrepreneurship has always been very important to Shannon and her father Garth Flint, who together co-founded Beacon Pointe in 2002. It is a value that they have instilled in the very roots of the firm and something that still carries on through the Beacon Pointe company culture today. From receiving a “B” on her graduate school business plan for what was the genesis of Beacon Pointe, to founding what is now one of the largest Registered Investment Advisors (RIA) in the country. For that, Shannon was one of the five honored by the OCBJ with an ‘Excellence in Entrepreneurship’ Award.

To read Shannon’s story on how our founder aims for an A+ firm, click here.

 

2022 – Beacon Pointe CEO Shannon Eusey gives keynote address at the 2022 OC Business Journal ‘Women in Business’ Luncheon. To read the full story and access the recording of Shannon’s inspirational keynote, click here.

2021 – Beacon Pointe was highlighted in the OCBJ as an RIA headquartered in Newport Beach, CA (Orange County) demonstrating strong growth, and tripling its assets to $9.6+ bn from 2018 to 2021. The OCBJ list ranked RIAs based on AUM, with Beacon Pointe Advisors coming in at number 11 in the county.

To view the full list of RIAs demonstrating strong growth in Orange County, click here.

2020 – The OCBJ recognized Beacon Pointe’s impact on the local business community by including the firm as one of the OC 500 for 2020. The OC 500 is a list of local newsmakers, influencers, business executives, and other influential leaders that drive Orange County’s diverse economy and help make a positive mark on the Community of Business.

To view Shannon’s profile in the 2020 OC 500, click here.

To view the entire list of OCBJ’s OC 500, click here.

2018 – The OCBJ announced Shannon Eusey as the Innovator of the Year Award Nominee.

OCBJ announced Beacon Pointe CEO, Shannon Eusey, as a nominee for the 2018 Innovator of the Year Awards. This award honors, recognizes, and celebrates individuals and their organizations who are currently creating game-changing ideas, services, business models, and products and demonstrate leadership and cleverness in innovation.

Shannon represents Beacon Pointe’s creative contribution: an international best-selling book published by Shannon Eusey and six other co-authors, all female professionals at Beacon Pointe Advisors.  Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters makes sense of a variety of financial topics and seeks to educate in a catchy, informative manner finding a way to connect with multiple generations of readers. The book, coined as the “go-to money guide for decoding the essentials of life and money,” is rated 5 stars from Amazon customer reviews and ranked Top 10 in the Wealth Management and Mentoring and Coaching categories within its first 48 hours of publication.

To learn more about our best-selling book and to purchase copies, click here.

Shannon Accepting OCBJ Award

2017 – The OCBJ ‘Women in Business’ Award Announced their 2017 Top Five Honorees and out of 200 female nominees, our Beacon Pointe Chief Executive Officer was one of the five.

The OCBJ ‘Women in Business’ Award honors exceptional business and professional OC women, selecting five outstanding professional women who have made significant contributions to their organizations, their professions, and the Orange County community as determined by the OCBJ’s judging panel.

Beacon Pointe commends the OCBJ for recognizing thoughtful business leaders within our communities who embody the entrepreneurial spirit across a wide array of industries.

 

If you could benefit from a conversation with our advisory team, we would be happy to provide a complimentary consultation.  

 

About Orange County Business Journal

The Orange County Business Journal is a weekly print and online newspaper covering business in Orange County, California, and is an essential read for business professionals across the county and its individual communities.

About Beacon Pointe

Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Institutional and private 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.

To view additional Beacon Pointe awards and recognitions, please click here.

Important Disclosure: Third-party awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the adviser’s clients. Registration as an investment advisor does not imply a certain level of training or skill.  Beacon Pointe Advisors did not pay to participate in any award or survey. This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. Only private legal counsel may recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. An investor should consult with their financial professional before making any investment decisions. Beacon Pointe provides links for your convenience to other providers’ websites. Beacon Pointe is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve or endorse the information provided.

‘Your Dollars, Our Sense’ was authored by the women of Beacon Pointe Advisors. Rating provided by Amazon Book Services in 2017. Best Seller Publishing was compensated by Beacon Pointe for facilitating the book publication and ranking process by Amazon Book Services.

 

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