Advice For Women
By Women.
Empowering the female investors of today and the young investors of tomorrow. Beacon Pointe is committed to a unique and holistic approach to serving the financial needs of women.
Beacon Pointe Women's Advisory Institute
60
%
Corporate Leadership Team is Women
1
Largest Women-Led RIA in the Nation
320
+
Professional Designations & Advanced Degrees
We are moms, daughters, wives, sisters and friends.
We’re also business owners, financial planners, investment advisors and lawyers, and we’re here to help you.

Founded in 2011, the Beacon Pointe Women’s Advisory Institute (WAI) was formed with the commitment to help provide female clients and their families with peace of mind. Additionally, WAI aims to enhance their ability to meet long-term life and legacy goals. We specialize in helping clients through monumental life transitions. Whether a client needs comprehensive financial planning or investment strategy execution, or both, the Beacon Pointe advisory team has the resources and expertise to design an approach tailored to you.

  • Sheryl Austin

    Sheryl W. Austin, CFP®, ChFC, CLU®

    Partner, Managing Director

    Greensboro, NC

    Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for…

  • Vanessa Burnett

    Vanessa Burnett, CFP®

    Partner, Managing Director

    Pasadena, CA

    Vanessa Burnett is a Partner and Managing Director at Beacon Pointe Advisors with over a decade of professional…

  • Stephanie Rumold

    Stephanie Rumold, CFP®

    Senior Wealth Advisor

    Campbell, CA

    Stephanie Rumold, CFP® is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for…

Sheryl Austin

Sheryl W. Austin, CFP®, ChFC, CLU®

Partner, Managing Director

Sheryl Austin is a Partner and Managing Director in Beacon Pointe’s North Carolina office and is responsible for partnering with Beacon Pointe’s investment, operations, and financial planning teams to provide customized solutions that help clients meet their financial goals.  With over thirty years of experience, Sheryl has earned a reputation for having a special place in her heart for the clients she loves to serve. Prior to joining Beacon Pointe, Sheryl was a Partner and Financial Advisor with DMJ Wealth Advisors, LLC.  Sheryl holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation as well as the Chartered Financial Consultant (ChFC) and Certified Life Underwriter (CLU®) designations.  Sheryl is also an active member of the Beacon Pointe Women’s Advisory Institute and very active in her community with a passion for organizations that provide support for women and children, and those that fight hunger. Sheryl and her husband have three adult children and 12 remarkable grandchildren, and outside of the office she enjoys traveling and spending time with her family.

Vanessa Burnett

Vanessa Burnett, CFP®

Partner, Managing Director

Vanessa Burnett is a Partner and Managing Director at Beacon Pointe Advisors with over a decade of professional experience advising high-net-worth individuals and families. Vanessa launched her career in 2008, just before the Great Financial Crisis. Rather than being deterred, Vanessa saw this event as her calling, proving that with a solid plan and the right team, success was achievable. She is passionate about serving her clients, helping them achieve their financial goals, and mentoring her team to do great things both in and out of the office. Vanessa graduated cum laude with a bachelor’s degree in communication and a minor in Business Administration from the University of Southern California. She holds the California Life, Health, and Disability insurance license and has been a CERTIFIED FINANCIAL PLANNER® (CFP®)  since 2011. Vanessa is a member of Beacon Pointe’s Women’s Advisory Institute and currently serves as Secretary on the Board of Directors for the Elizabeth House, a shelter for pregnant women and their children experiencing homelessness in Pasadena, California. Outside of the office, Vanessa spends time with her family and enjoys staying active in any way possible – be it solo on the Peloton or the trampoline with her kids.

Stephanie Rumold

Stephanie Rumold, CFP®

Senior Wealth Advisor

Stephanie Rumold, CFP® is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for advising and providing customized wealth management solutions for clients.  With over 20 years of experience in the finance industry, Stephanie has extensive experience in retirement planning, investment management, insurance, charitable planning, and tax planning.  Stephanie is passionate about empowering women around personal finance and is an active member of Beacon Pointe’s Women’s Advisory Institute.  Prior to joining Beacon Pointe, Stephanie was a Managing Director at First Republic Private Wealth Management and a Vice President and Financial Consultant at Charles Schwab.  Stephanie is a member of the Financial Planning Association and is a CERTIFIED FINANCIAL PLANNER® (CFP®).

How We Can Help

Beacon Pointe’s financial planning process aims to help you understand your financial picture in its entirety related to your entirely unique situation.

Divorce Financial Planning

Divorce Financial Planning

You’re going through a divorce and need a trusted financial advisor. We have experienced wealth advisors on staff accredited with the Certified Divorce Financial Analyst (CDFA®) certification. They are dedicated to helping you navigate the complexities of divorce planning in order to create your new path forward.

Multi-Generational Wealth Planning

Multi-Generational Wealth Planning

You’re at a point in your life where you are thinking more about your future and the legacy you wish to leave for your family. We have a team that specializes in multi-generational financial and estate planning, dedicated to helping you ensure your life and legacy goals come to fruition.

Spousal Wealth Planning

Spousal Wealth Planning

You’ve lost a loved one and are not sure where to go from here – emotionally or financially. We’re here to make this very difficult time manageable for you while honoring the legacy of those lost. We are here to help provide peace of mind for the future and be a shoulder to lean on as you heal.

Questions We Can Help Answer

We help answer the real, important questions related to your financial well-being and are keen on building the lives our clients envision for themselves.

How can I protect what I leave to my children? How do I manage my financial life after the death of a spouse?

How should I save for retirement? In what order should I spend my assets?

When should I take Social Security? Do I have the right insurance?

How do I pay for college tuition? Can I afford to switch careers or retire early? Can I afford a vacation home?

How do I manage my financial life after divorce?

WAI News & Events
cybersecurity
Preventative Measures for Consideration

In response to the recent news of a potential mass data leak involving Social Security numbers, our Beacon Pointe team wants to offer some proactive guidance on protective measures to consider.

Is Beacon Pointe a Fit for You?

CNBC - Selecting an Advisor

Choosing the Right Financial Advisor

Connect with Us

We are here to be a trusted resource for you.  Please email us if our advisory team can be of service to you.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...