Beacon Pointe’s Women’s Advisory Institute
Financial Workshop for Young Women
Senior Wealth Advisor Karen Sarten, CFP®, Senior Financial Planner Kelly MacRae, CFP®, and VP, Head of Marketing Alli Hillgren of Beacon Pointe’s Women’s Advisory Institute recently hosted a financial workshop for a National Charity League chapter of junior and senior high school girls. The educational workshop was hosted at Beacon Pointe Headquarters in Newport Beach, CA and covered general rules of spending, saving and investing, college and student loans, and career and professional opportunities, among other personal finance topics.
About Womens Advisory Institute:
We are moms, daughters, wives, sisters and friends. We’re also business owners, financial planners, investment advisors and lawyers. We understand you because we are just like you.
Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We are 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.
Our mission is to provide comprehensive, objective investment advice and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.
Our employees are the FACES of Beacon Pointe:
Family-oriented, Ambitious, Collaborative, Entrepreneurial, Service-minded