Ready to advance your career? We're expanding nationwide and have multiple positions open across the country for talented individuals to join our growing team. Learn all the details and apply for your dream role with Beacon Pointe today. beaconpointe.com/careers
Beacon Pointe
Financial Services
Newport Beach, California 6,377 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
Updates
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We’re ‘Never Comin Down’ after meeting Keith Urban!🎶 Our CEO, Shannon Eusey, recently had the pleasure of meeting 4x Grammy winner at the 2024 BNY Pershing #realinsite conference!
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Witness your child's journey into adulthood during college with peace of mind. With the help of our Beacon Pointe College Prep Checklist, families with college-bound children can access this resource to prepare essential estate planning documents and proactively support their adult child in the event of an emergency. From Healthcare Directives and HIPAA Authorization to a Power of Attorney, rely on our checklist for peace of mind, no matter the distance. https://lnkd.in/gBxCCqCe
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Join us in two weeks for a market update you won't want to miss! We are calling all investors and market enthusiasts to our Q3 'Macro & Markets' live event, hosted by our Chief Investment Officer, Michael Dow, CPA, CFA, CAIA, and Deputy CIO, Julien Frazzo. Attendees can expect to gain exclusive insights into economic trends, reports, and other pressing financial news ahead of the 2024 election. Register today to secure your (virtual) seat. https://lnkd.in/gw-peMW7
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Our office was full of energy on #BringYourKidToWorkDay! The kiddos had a great time learning about saving money with their piggy banks, exploring our Newport Beach office, participating in a scavenger hunt, and learning what Mom and Dad do every day. #Spiderman even made an appearance!
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It’s #Olympic Game Time!🎉 We’re cheering on some of our clients, Team USA Volleyball and Maddie Musselman of Women's USA Water Polo, as they prepare to compete on the world stage at the 2024 Paris Summer Olympics. We feel lucky to celebrate their dedication, hard work, and teamwork. Let’s bring home the gold, GO USA! #Paris2024 #SummerOlympics #USAVolleyball #USAWaterpolo Maddie Musselman is a client of Beacon Pointe and is being compensated for her testimonial of the firm. Any compensation creates a conflict of interest and Maddie Musselman’s comments or opinions may not be representative of any other person’s experience with the firm.
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Celebrating Parents Day, we wrap our 'Foundations of Finance' series with a nod to parents who prioritize teaching their children valuable financial wisdom – from saving fundamentals to the basics of financial planning, these lessons are pivotal. Here’s to parents who invest in their children’s futures, today and every day, and to our Foundations of Finance professors who shared their expertise and time, Graham Pierce, Dylan Macdonald, CFP®, Matt Henn, CFP®, RICP®, Larry Redell, Brian Bengry, Stephen Marshall, Callie Renner, CDFA®, CFP®, and Kate P. Hickey, CFP®, CSRIC®. Explore our full suite of six informative investing and financial planning classes on our Beacon Pointe YouTube channel. https://lnkd.in/gSJcrJ3Z
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Spot our CEO, Shannon Eusey, on stage at the 2024 BNY Pershing #realinsite Conference, discussing the current state of wealth management and future predictions. What a fantastic opportunity for attendees to gain valuable insights into the imminent changes and advancements in the financial services industry. Learn more about Shannon’s perspective and how Beacon Pointe’s “strong positive culture is integral to driving our growth:" https://lnkd.in/gSGeyJTs
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Our Texas teams sure have brought the heat this summer! First up, our Dallas and Plano offices hosted a client event in partnership with Charles Schwab, delivering insights on alternative investments and their role within a portfolio. It was a lovely setting at the Grove Greenhouse and an even better turnout, thanks to the help of TJ Hoffman, MBA, Derek Newcomer, CFA, CAIA, and Leslie Reynoso, CFA®. Secondly, our Dallas partner and managing director, Wayne McCullough, CFP®, supported and represented our Beacon Pointe team at the La Fiesta de las Seis Banderas Gala. This non-profit organization supports various community beneficiaries and provides ongoing maintenance for the Park Cities Heritage House located in Dallas Heritage Village at the Old City Park Conservancy.
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