SEATTLE, Wash., Sept. 15, 2026 – Shima Salehi, CFP®, joins Beacon Pointe Advisors as a Partner and Senior Wealth Advisor, strengthening the firm’s presence in the Pacific Northwest and expanding its ability to serve high- and ultra-high-net-worth families, entrepreneurs, and business owners. With more than 20 years of wealth management experience, Shima brings extensive expertise in comprehensive planning, investment management, wealth transfer and estate planning, business-owner strategies, and credit solutions.
“Shima brings an exceptional combination of deep advisory experience, proven leadership and a strong understanding of the Pacific Northwest market,” shares Partner and Managing Director Grant Hartvigson, CFP®, CLU®. “Her warmth, thoughtful approach and longstanding connection to the region make her a wonderful addition to our team as Beacon Pointe expands its presence in Oregon. We could not be more excited to welcome her.”
Prior to joining Beacon Pointe, Shima served as a Partner and Advisor at Summit Trail Advisors, where she established and led the firm’s Oregon office. She previously held senior advisory and leadership roles at BNP Paribas/Bank of the West and spent ten years in wealth management roles at Wells Fargo. Shima earned a Bachelor of Science in Business Administration with a major in finance from Colorado Technical University and is a CERTIFIED FINANCIAL PLANNER™ professional.
“Joining Beacon Pointe feels like a natural next chapter for me, particularly given the firm’s collaborative culture and commitment to delivering a high level of service to clients. I’m excited to bring my client-focused approach to a platform that offers the depth of resources, expertise and integrated capabilities to support clients’ evolving financial needs,” says Shima. “I look forward to working alongside a talented team and leveraging the strength of the broader Beacon Pointe platform to help clients throughout the Pacific Northwest make important financial decisions with clarity and confidence.”
Financial terms of the deal were not disclosed. Shima and members of the Beacon Pointe Seattle team are available for interviews upon request.
About Beacon Pointe Advisors:
Beacon Pointe Advisors is one of the nation’s largest registered investment advisers (RIAs), with offices and clients across the country. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers, evaluate fund performance, and develop strategic, holistic wealth plans through our proprietary allWEALTH® approach. For more information on Beacon Pointe Advisors, please visit www.BeaconPointe.com.
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Media Contact:
Sydney Alacano
(949) 721-1792