What should investors watch for as election results roll in? Find out in our latest episode of ‘Your Dollars, Our Sense’ as podcast co-hosts Coby Cress, CFP® and Karen (Sarten) Reifel, CFP® discuss what matters most to investors during an election year with our Beacon Pointe CIO, Michael Dow, CPA, CFA, CAIA. Don’t miss our other newly released episodes, which cover the current status of mortgage rates and an update on the Secure Act 2.0 to help better prepare for 2025. https://ow.ly/valt50TwLGX
Beacon Pointe
Financial Services
Newport Beach, California 6,674 followers
An independent advisory firm dedicated to providing clients with objective, thoughtful investment & financial guidance.
About us
Beacon Pointe Advisors 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 accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation.
- Website
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http://www.beaconpointe.com
External link for Beacon Pointe
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Newport Beach, California
- Type
- Privately Held
- Founded
- 2002
- Specialties
- Wealth Management and Consulting, Performance Measurement and Asset Allocation, Investment Policy Review and Design, Investment Manager/Fund Structure, Investment Manager Search, Institutional Consulting, Retirement Plan Services, and Employee Sponsored Retirement Plan
Locations
Employees at Beacon Pointe
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Garth Flint
Partner, Founder at Beacon Pointe Advisors
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Hal Smith, CDFA®, CFP®, LTCP, NSSA
Senior Wealth Advisor at Beacon Pointe Advisors
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Karina Melancon
Seasoned IT Professional with 20+ Years in Product Ownership, Product Management, Release Management, and Business/System Analysis. Proven Leader and…
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Brian Coughlan, MBA, MSIM
Partner, Managing Director at Beacon Pointe Advisors
Updates
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“The back-office efficiencies of scale [at Beacon Pointe] that have become so critical to our industry will help our clients experience better, faster, more efficient service, and help our team continue to thrive and grow.” - Vanessa Burnett, CFP®, Beacon Pointe, Partner, Managing Director
The third and fourth acquisitions of the year for the California firm add $600 million in assets. https://lnkd.in/ekqTtHH5
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As we observe October's #CybersecurityAwarenessMonth, the recent news of a mass Social Security #databreach serves as a powerful reminder of the critical need to protect your personal and financial information from criminals... At Beacon Pointe, we are here to help protect and guide your financial journey. We share some additional steps you can consider taking to safeguard against theft. https://lnkd.in/gFFAFiKD
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Ready to feel Financially & Fashionably Fabulous? Join our virtual workshop with Beacon Pointe Director of Strategic and Legacy Planning, Jade Goodman, MBA, JD, LL.M, and the co-founders of Shine Image Consulting, Jaclyn Arcuri, MBA, Certified Image Stylist Professional and Laura Sweitzer, MBA! In this session, the trio will explore the synergies of a refined personal style and a financial plan – attendees can expect to receive actionable tips to enhance their wardrobe and financial plans, setting the ‘runway’ stage to approach both areas with newfound confidence. https://lnkd.in/gtkkMuWp
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Beacon Pointe President Matt Cooper offers added insights related to our latest acquisition announcement of Bridge Advisory and Charleston Investment Advisors with Citywire RIA. Discover what this bi-coastal M&A splash means for Beacon Pointe across Southern California and the growing Charleston area.
Beacon Pointe adds $600m in bicoastal double deal:
Beacon Pointe adds $600m in bicoastal double deal
citywire.com
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Happy World Financial Planning Day! Are you on track to meet your financial goals this year? If not, today is the perfect opportunity to realign your wealth with what matters most. Schedule a complimentary consultation with our advisory team today and take the first step toward securing your financial future. https://lnkd.in/dsqpgqfn
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Amplifying our presence in the Southern California region with a new office in Pasadena and another in Newport Beach, we are thrilled to welcome Vanessa Burnett, CFP®, Dave Penniall, and their team of ten experienced professionals to Beacon Pointe. Many new members are former collegiate and professional athletes, like Beacon Pointe, exemplifying a purpose-driven approach, genuine commitment to client relationships, and a wonderful cultural fit. Please join us in welcoming the Bridge Advisory team to Beacon Pointe! https://lnkd.in/gHYeAgdN
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Happy International Podcast Day! Join us in celebrating by tuning into Beacon Pointe’s 'Your Dollars, Our Sense,' a #podcast for all things personal #finance with co-hosts Karen (Sarten) Reifel, CFP®, and Coby Cress, CFP®. But first, we want to hear from you!
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Build something extraordinary! Explore diverse career opportunities with us as we grow nationwide. Join us in the #RIA industry, collaborating with innovative professionals. Details and application info: beaconpointe.com/careers