Just like in #sports, financial planning is all about mastering time management, setting your clients (and teammates!) up for success, and celebrating each and every win along the way. In honor of #NationalSportsDay today, we're putting on our game face to highlight the invaluable lessons our Beacon Pointe athletes have learned on and off the field—and how they apply those learned lessons in their daily lives as wealth management professionals. https://lnkd.in/gHJmYd3H
Beacon Pointe
Financial Services
Newport Beach, California 7,056 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, Employee Sponsored Retirement Plan, Financial Planning, Retirement Planning, Estate Planning, Strategic Tax Planning, Healthcare Planning, Investment Management, Family Office Services, and Private Foundations
Locations
Employees at Beacon Pointe
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Garth Flint
Partner, Founder at Beacon Pointe Advisors
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Hal Smith, CDFA®, NSSA®, LTCP
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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It has been a milestone year for our firm, and we’re proud to close out 2024 strong with two new teams, bringing Beacon Pointe’s total assets under advisement to north of $40 billion! Learn more about how our thoughtful scaling strategy is tapping into the bustling Boston and Dallas markets from… Citywire RIA: https://lnkd.in/envjEVNq Financial Advisor Magazine: https://lnkd.in/gft8MafX
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'Together, we’re positioned to provide an even higher level of personalized service and meet the exciting demand of local client growth,' highlights our CEO, Shannon Eusey. Discover how our new Boston and Dallas acquisitions round out the year on a high note with a key asset milestone from the latest InvestmentNews update. https://lnkd.in/gA_P7xP2
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Beacon Pointe is bringing growth to the table this holiday season! We welcome Leigh Bivings, Ph.D, CFP, CDFA of the female-led and Boston-based firm Artemis Financial Advisors, David Gurun, CFA®, CFP®, CPA, Matt Thompson, Kevin Tehan of family-founded and Dallas-based WhiteRock Wealth Management Group, and their teams of accomplished professionals to our firm. With the integration of these dynamic professionals and added density of Beacon Pointe presence to Texas and Massachusetts, we kick start the new year with increased resources, strategic enhancements, and elevated client service nationwide. Welcome, all! https://lnkd.in/gzqk5eJN
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Now that the presidential election is behind us, many are wondering… “What impact will the election results have on the economy and markets?” and “Do budget deficits and the national debt matter?” Our Beacon Pointe CIO, Michael Dow, CPA, CFA, CAIA, and Deputy CIO, Julien Frazzo answer these questions and more in our final macroeconomic update of the year – tune into our Beacon Pointe YouTube channel for the complete ‘Macro & Markets’ webinar replay. https://lnkd.in/dEtBE5ss
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In the world of investing and finance, and with politics aside, Beacon Pointe Deputy Chief Investment Officer Julien Frazzo breaks down—in ten points—why, as Warren Buffett famously said, “It’s never paid to bet against America.” https://lnkd.in/gKFCFTEN
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"Inflation is a way to take people's wealth from them without having to openly raise taxes. It is the most universal tax of all." - Thomas Sowell, American economist. November saw Treasuries recover despite the “higher-for-longer” rate environment, and inflation expectations remain steady – for now. With the bullish reaction to a red sweep, robust macro data and corporate earnings, and a 75% chance of a Fed rate cut at the December 18 meeting, investors are watching closely. Stay informed with this month’s ‘Pointe of View’ – insights from our Investment Research Team. https://lnkd.in/gwthvWVy
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Beacon Pointe reposted this
10 years ago, the founding members of Beacon Pointe’s Women’s Advisory Institute set out to make financial advice relatable, helping readers navigate their important life’s milestones when we published ‘Your Dollars, Our Sense – a Fun & Simple Guide to Money Matters.’ Today, we celebrate and reflect on the incredible journey shared by my co-authors, Allison (Hillgren) Warner, MCM, Commie Stevens, JD, Julie Johnson, CDFA®, Karisa Diephouse, Kelly DiGonzini, CFP®, MST, and Karen (Sarten) Reifel, CFP®. Thank you to our readers for joining us on this mission to empower wealth journeys everywhere. Here’s to the next chapter!
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In this economy, finding meaningful, budget-friendly gifts may feel challenging... that’s why we're here to help by sharing some unique, affordable, and financially educational gift ideas. https://lnkd.in/gdQDVWuS
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It’s #GivingTuesday! Research shows that giving to others can bring more happiness than spending on yourself. As you plan your charitable donations this #holiday season, consider how your gifts can be both impactful and strategic. #GiveWithPurpose https://lnkd.in/g3_CX_ap
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