We are moms, daughters, wives, sisters, and friends. We’re also business owners, financial planners, investment advisors, and attorneys, and we’re here to support you.
Meet Our Female Leadership & Advisory Team
Beacon Pointe is the largest female-led RIA in the country, with women in leadership and women wealth advisors across the country. Our Beacon Pointe Women’s Advisory Institute (WAI) was formed in 2011 with the commitment to help provide our female clients and their families with peace of mind. We specialize in planning for women, ensuring their retirement strategies are comprehensive and secure, and we address the unique financial goals, challenges, and needs – and monumental life transitions – women often face throughout their vibrant and dynamic lives.
We deeply cherish our relationships with our female clients, and it would be an honor to work with you and support your dreams. If you could use a second opinion on an existing plan or are in need of creating a thoughtful wealth plan to protect your future, our team can provide a Complimentary Financial Review to ensure you are on the right path.
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
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
You are 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, and we are dedicated to helping you ensure your life and legacy goals come to fruition.
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
With immense pride, Beacon Pointe is thrilled to share our accolades from The Orange County Business Journal (“OCBJ”)…
Beacon Pointe is deeply honored to have received recognition from Forbes for over a decade…
It is a humble honor to be recognized by Barron’s for over half a decade as a top wealth advisory firm in the nation…
60%
Corporate Leadership Team is Women
The Largest
Women-Led RIA in the Nation
350+
Professional Designations &
Advanced Degrees
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.
