Beacon Pointe Partner, Senior Wealth Advisor Bjorn T Nesvold, CEPA®, CLTC™, RICP® recently hosted the 14th Annual Corbin’s Cup Golf Benefit, an event he founded to honor his cousin Corbin’s legacy. We are proud to have helped contribute to this impactful event, with many other team members of our Hudson, WI office showing up with purpose. The event garners funds to support local nonprofit BRIDGE for Community Life Inc. With an impressive $62,353 raised, this event aids in providing life skills training, employment services, and recreational programs for youth and adults with disabilities.
Beacon Pointe
Financial Services
Newport Beach, CA 8,302 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://xmrrwallet.com/cmx.pwww.beaconpointe.com
External link for Beacon Pointe
- Industry
- Financial Services
- Company size
- 501-1,000 employees
- Headquarters
- Newport Beach, CA
- 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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The Fed holds steady… again. At its July 30 meeting, the Federal Reserve left interest rates unchanged at 4.25-4.50% for the fifth time in a row. Despite political pressure from President Trump to cut rates, Chair Powell emphasized a conservative stance, pointing to continued resilience in the labor market and ambiguity around the inflationary impact of tariffs. For a deeper dive into the broader market landscape and what it could mean for your investment strategy, explore the latest ‘Pointe of View.’ https://xmrrwallet.com/cmx.plnkd.in/gD_uZkuW
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Your next career move starts here! We're expanding our team across the nation and have multiple exciting positions open at several of our offices. Collaborate with some of the brightest minds in the #RIA industry. Find out more and submit your application today. beaconpointe.com/careers
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That’s a wrap on our 2025 ‘Foundations of Finance’ summer educational series! In our five on-demand classes, we covered the essentials of investing, and financial planning – providing valuable insights and foundational building blocks to create a healthy financial future for next-gen investors. As students get ready to head back to school, now is the perfect time for a quick and important finance refresher! All five classes will remain available on our Beacon Pointe YouTube channel. A big thank you to everyone who joined us and to our incredible ‘Foundations of Finance’ professors, Graham Pierce, Dylan Macdonald, CFP®, Matt Henn, CFP®, RICP®, Larry Redell, Stephen Marshall, Brian Bengry, Kate Hickey CFP®, CSRIC®, and Callie Renner, CDFA®, CFP® for sharing their time, expertise and experience with our cohorts. https://xmrrwallet.com/cmx.plnkd.in/gyUbM8H4
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Happy National Intern Day to our hardworking interns! We recognize and thank you for all the helpful work you’ve completed. Your fresh perspectives and excitement are valuable assets to our nationwide Beacon Pointe offices, and we’re honored to have you as part of our team this summer. https://xmrrwallet.com/cmx.plnkd.in/ge3GNfVN
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A reflection of her bold, people-first leadership at Beacon Pointe, CEO Shannon Eusey has been honored with the Excellence in Executive Leadership & Growth award from the CSUF Giles- O'Malley Center for Leadership! From transforming the RIA space to uplifting the OC #community, her leadership continues to inspire. Thank you to Jay Barbuto and the California State University, Fullerton team for this esteemed recognition and for all your work that cultivates business leadership in the next generation.
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With geopolitical tensions, renewed tariff talks, and shifting fiscal agendas making headlines, understanding the bigger picture has never been more important… Join us on Thursday, August 14th for our quarterly macroeconomic update led by Beacon Pointe Chief Investment Officer Michael Dow, CPA, CFA, CAIA and Deputy Chief Investment Officer Julien Frazzo. Together, they will break down what these developments could mean for the markets and investment portfolios. https://xmrrwallet.com/cmx.plnkd.in/gDyYakd4
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How does technology unlock growth for wealth managers? Beacon Pointe CTO David Le, CFP®, joined Noam Tasch of BNY Pershing at #INSITE25 to share how scalable infrastructure, smart integrations, and platform strategy are helping firms like ours grow with intention and create meaningful experiences for clients. https://xmrrwallet.com/cmx.plnkd.in/gWbU8Z6X
We are excited to share the first installment of interviews from #INSITE25 featuring BNY Pershing executives and clients who provided their valuable insights and industry trends with Julie Cooling and Keith Black, PhD, CFA, CAIA, FDP, CDAA Black of RIA Channel and RIA Database. Watch the interviews here: https://xmrrwallet.com/cmx.plnkd.in/gXPjNgez With Carl Slabicki, John Velis, Matt Camuso, Noam Tasch, BNY, David Le, CFP®, Beacon Pointe, Christina Townsend, Christina Shaw, CIMA®, CIPM, CQF, Moran Wealth Management®, John Ward, Gregory Franks, Snowden Lane Partners, Sean C. Keenan, Jim Dickson, Elevation Point, Noam Tasch, Ken Lotocki, Conquest Planning, Ron Rubin, Focus Partners Wealth, Javier R., Insigneo, Marianne Caswell, and Park Avenue Securities.
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At Beacon Pointe, we believe that people and platforms go hand in hand. Our CTO, David Le, CFP®, spoke with Financial Advisor Magazine about how we’re aligning technology with advisor needs and building a flexible infrastructure that drives strategic growth, without compromising an exceptional service experience for our clients. https://xmrrwallet.com/cmx.plnkd.in/gN_M8EbW
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Beacon Pointe reposted this
In a recent interview with RIA Channel, BNY Pershing’s Noam Tasch and Beacon Pointe's David Le, CFP® shared insights on how #AI, machine learning and automation are revolutionizing client experiences and operations. 🔑 Client Experience: Easy, secure access to financial data and personalized tools. 💡 New Markets: Tech to tap into new client segments. 🧠 Build vs. Buy vs. Partner: Smart decisions with a hybrid approach. 📊 CRM & Data: High ROI from CRM investments, highlighting data's role in AI and analytics. Stay tuned for more from #realinsite and catch the full interview here: http://xmrrwallet.com/cmx.pms.spr.ly/6042s15dr