Beacon Pointe Advisors

Beacon Pointe Advisors is a leading finance institution located at 610 Newport Center Drive in Newport Beach, California. Specializing in Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services, Beacon Pointe is one of the largest Registered Investment Advisor firms in the nation. Their team of experienced investment advisors and financial planners focus on providing full-service financial planning and research-driven investments to institutions, defined contribution plans, individuals, and families.

With a fiduciary responsibility to their clients, Beacon Pointe offers a holistic allWEALTH® approach that addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, values-based investing, life transition support, financial planning for business owners, and multi-generational family wealth and legacy planning.

Their team of professionals, including Managing Director and Partner Ben McGloin, CFA, Senior Financial Planner Brittany Mangrum, Client Servicing and Operations specialist Carolyn Smith, Partner and Managing Director Darin Simonian, Managing Director David Emmes, and Managing Director James, are dedicated to helping clients achieve their financial goals with personalized wealth management solutions.

Whether virtually or at their Newport Beach office, Beacon Pointe Advisors is committed to assisting clients with their investment portfolios and financial planning needs. Their team looks forward to connecting with individuals, businesses, and families to provide expert financial guidance and support.