As Beacon Pointe continues to grow and help clients plan for their financial futures and retirement, we are honored that our Retirement Plan Services Group has been recognized by PLANADVISER for their hard work and dedication to supporting Plan sponsors and Plan participants.
Below is a compilation of Beacon Pointe’s various year-over-year PLANADVISER awards:
2023 – For a second consecutive year, PLANADVISER has named Beacon Pointe’s Retirement Plan Services Group a Top Retirement Plan Adviser for 2022, highlighting our managing director, Michele T. Sarna, AIF®, AWMA®, CFP®. As a well-deserving recipient of this PLANADVISER accolade, we are proud to showcase Michele Sarna’s hard work and dedication to client service and retirement planning excellence.
To view the full list of Top Retirement Plan Advisers for 2023, click here.
2022 – We are excited to share that PLANADVISER has recognized Beacon Pointe’s Retirement Plan Services Group as a Top Retirement Plan Adviser for 2022, highlighting our managing director, Michele T. Sarna, AIF®, AWMA®, CFP®.
To view PLANADVISER’S complete list of their Top Retirement Plan Advisers for 2022, click here.
About Michele T. Sarna, AIF®, AWMA®, CFP®
Michele specializes in qualified retirement planning, with extensive knowledge in the investment management industry, with a focus on plan design, implementation, and management that help employers and employees reach their retirement savings goals. She also holds the Certified Financial Planner® (CFP®), Accredited Investment Fiduciary™, and Accredited Wealth Management Advisor™ designations. As a female wealth advisor, Michele is passionate about empowering women both professionally and personally and is an active member of Beacon Pointe’s Women’s Advisory Institute.
To learn more about Michele T. Sarna, AIF®, AWMA®, CFP®, click here.
To request a complimentary consultation with Michele, click here.
About PLANADVISER
PLANADVISER serves as the relied-upon information and solutions hub for decision-makers in America’s retirement benefits arena, discerning and delivering actionable insights surrounding the challenges and opportunities encountered by retirement plan specialist advisers. PLANADVISER’S mission is to facilitate business growth and enhance client service through precise and impartial print and digital reporting, extensive research, and avenues for peer engagement. In an ever-evolving advisory landscape, PLANADVISER concentrates on M&A, plan and participant service, and practice management, which encompasses aspects like team building, mentorship, and fostering diversity, equity, and inclusion (DEI). The Top Retirement Plan Advisers award is based on quantitative measures, requiring a minimum “of 50 plan clients or retirement plan assets under advisement of $400 million or more.”
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. An investor should consult with their financial professional before making any investment decisions. For additional information about industry awards and rankings please see Important Disclosures.
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