Beacon Pointe

Looking to build #money confidence? Foundations of Finance is back for its seventh year. Free, on-demand, and designed to cover #investing, #financialplanning, and more, on your own time. info.beaconpointe.com/foundations-of…

Beacon Pointe is excited to welcome our new CEO, Matt Cooper! beaconpointe.com/financial-advi…

Against a shifting geopolitical backdrop, what economic forces are shaping the current outlook? Find out on May 14th as @BeaconPointeCIO offers timely insights into the current macroeconomic environment and what may lie ahead. info.beaconpointe.com/macro-and-mark…

Important Disclosure: Beacon Pointe paid no applicable fees to participate in the ranking process for the 2026 Forbes Best-in-State Wealth Advisors ranking. For additional information about Beacon Pointe's industry awards and rankings, please visit: #awarddisclosures" target="_blank" rel="nofollow noopener">beaconpointe.com/#awarddisclosu….

We are excited to celebrate the Beacon Pointe Partners and Managing Directors and Senior Wealth Advisors who were recognized for their client service and industry leadership by Forbes | SHOOK® Research as ‘Best-in-State Wealth Advisors’ for 2026. forbes.com/lists/best-in-…

Great financial outcomes start with the right stewardship…    Hear firsthand from our clients how Beacon Pointe Partner, Managing Director, @Tom Stefaniak, delivers exceptional service with a holistic, client-first approach. info.beaconpointe.com/speak-to-a-wea…

We’re proud to share that Beacon Pointe Senior Wealth Advisor, Bo Lee, CFWA, has been named one of @AdvisorHubInc’s 50 Women RIAs to Watch for 2026, earning an impressive Top 19 ranking. beaconpointe.com/advisorhub-awa…

Important Disclosure: Beacon Pointe paid no applicable fees to participate in the ranking process for the 2026 USA Today Best Financial Advisory Firms list. For additional information about Beacon Pointe's industry awards and rankings, please visit: #awarddisclosures" target="_blank" rel="nofollow noopener">beaconpointe.com/#awarddisclosu….

Beacon Pointe is honored to be recognized by @USATODAY as one of the Best Financial Advisory Firms of 2026! We’re grateful for the opportunity to provide personalized wealth management solutions that support clients at every stage of life. usatoday.com/story/money/20…

We’re proud to share that Indya Yuill, Partner and Managing Director in our Los Angeles office, was featured in the April 2026 issue of the Brentwood City Lifestyle Magazine! citylifestyle.com/brentwoodla/is…

We’re honored to be included on the 2026 @NAPA401K Top DC Advisor Multi-Office Firms list. This award underscores the strength of our Retirement Plan Services team and its focus on helping our plan sponsor clientele achieve meaningful retirement outcomes. beaconpointe.com/napa-recognize…

The #Fed held rates steady as #inflation stays elevated. Rising oil prices may add pressure, but policymakers remain in wait-and-see mode. Read our latest Pointe of View to see what this means for your portfolio. beaconpointe.com/beacon-pointe-…

Spring is a natural time to refocus on balance, something #diversification helps support by blending #stocks, #bonds, and other #investments. Our Beacon Pointe blog offers a clear look at how this mix can create a broader structure for those interested: beaconpointe.com/diversificatio…

Our Deputy CIO, Julien Frazzo, represented Beacon Pointe and joined the opening keynote panel at the @CFA_LA #ALTSLA 2026 conference, where industry leaders gathered to explore the evolving landscape of #alternativeinvestments. @CAIA @CalALTS @MarketGroup

Beacon Pointe had the honor of supporting @TheOCFoundation Conference on Business & Ethics, bringing together leaders from across the Catholic business and nonprofit community for a conversation about integrating ethics and business leadership.

Beacon Pointe is proud to see our Partner and Managing Director, Jen Dawson, CFP®, featured in “Heart of Advice” by @eMoneyAdvisor, highlighting her perspective on purpose‑driven advisory work grounded in client understanding and long‑term relationships. emoneyadvisor.com/blog/heart-of-…

We help clients align their wealth with what matters most, and we love it. Learn all the details and apply for your dream role with Beacon Pointe today. beaconpointe.com/careers/

Your financial future deserves the time and attention of an advisor who deeply cares…   Hear directly from our clients about the dedicated service and comprehensive, client-focused wealth planning provided by Beacon Pointe Wealth Advisor, Sean Mahoney. info.beaconpointe.com/speak-to-a-wea…

@FAMagazine takes a closer look at our recent team integrations and continued growth. At Beacon Pointe, we remain focused on thoughtful expansion and partnering with like-minded teams. Learn more about the teams we’re proud to welcome: fa-mag.com/news/beacon-po…

Today, we welcome MGB Wealth Management, LLC and Pacifica Wealth Advisors, Inc., to Beacon Pointe, enhancing our #Dallas and #NewportBeach footprint while expanding access to allWEALTH® solutions nationwide: prnewswire.com/news-releases/…