Liliana Sobaszek

Liliana is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. Her duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Liliana graduated with a B.A. in Business Administration from California State University, Fullerton with an emphasis on Finance and Marketing. Outside of the office, she enjoys spending time with family and friends, traveling, and staying active.