Looking for a wealth advisor who makes you a priority? Our clients share their experiences working with Beacon Pointe Wealth Advisor, Kurt Haugen, RICP®, and the impact of a true client-first approach to financial planning and investing. https://lnkd.in/gi3X_5fT
Beacon Pointe
Financial Services
Newport Beach, CA 11,359 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. *We will never solicit money, investment instructions, or personal information via direct message (DM).
- 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, 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
Updates
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The conversations that move our industry forward often happen when great people come together. Beacon Pointe advisors and leaders joined industry peers at the Future Proof Festival in Huntington Beach to explore the ideas, trends, and opportunities shaping the evolving wealth management landscape. From connecting with Amelia Holland of Citywire RIA to exploring emerging AI-driven technology solutions, it was an engaging few days filled with meaningful conversations, valuable insights, and new connections.
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What’s your financial signature style? From thoughtful conversations on women and wealth to an investor personality-inspired wine tasting and designer bingo, our latest Women’s Advisory Institute event highlighted the idea that every approach to wealth is uniquely personal. Hosted by Beacon Pointe advisors Cathy Jenson, CFP® and Leah Brooks, CFP®, the evening featured insights from Chief Growth & Integration Officer Katie Cullen, CFP® brought together women for meaningful conversation, connection, and a fresh perspective on financial planning. Thank you to everyone who joined us for a memorable evening!
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For the second consecutive year, Beacon Pointe has ranked No. 7 on the Barron's Advisor 2026 Top 100 RIA Firms list. This year’s ranking reflects a highly competitive field and underscores the confidence our clients place in us, as well as the dedication and commitment of our teams across the country. We are honored by this recognition and remain focused on helping our clients align their wealth with what matters most through our allWEALTH® approach. https://lnkd.in/eigFHXA7
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Our Beacon Pointe Asheville team returned to ABCCM - Asheville Buncombe Community Christian Ministry Transformation Village, where they had the privilege of preparing and serving lunch for residents. Through transitional housing, counseling, education, and employment training, the ABCCM organization supports women, mothers with children, and veterans as they work toward lasting stability and permanent housing. The experience gave our team a meaningful opportunity to support ABCCM’s important work while strengthening connections through a shared commitment to service and community impact.
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On this 25th anniversary of September 11, we pause to remember the lives lost, honor the courage of the first responders, and recognize the countless individuals and families forever impacted by that day. A quarter century later, their stories remain in our hearts, reminding us of the strength, resilience, and unity that continue to carry us forward.
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Beacon Pointe reposted this
It was incredibly rewarding to gather our Beacon Pointe teams for a paid day of service with Feeding San Diego. Beyond the impressive amount of food our team prepared for distribution, the day was a great reminder of what can be accomplished through shared effort and a commitment to serving others. Thank you to Feeding San Diego for the opportunity to give back and for the vital work you do every day to serve those in need.
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What powered markets in August despite another round of unsettling headlines? Stronger-than-expected corporate earnings, renewed momentum in growth stocks, emerging-market gains, and positive bond returns all contributed to a 2.0% monthly gain for a traditional growth portfolio. Yet beneath the broader advance, performance varied significantly across sectors, investment styles, and asset classes, reinforcing why chasing recent winners can be a risky strategy. Explore this month’s ‘Pointe of View’ for a closer look at the forces shaping today’s market movements and the role diversification, discipline, and patience can play in long-term investing. https://lnkd.in/ejWs-Vz8
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An exciting new chapter of leadership and growth is underway. Katie Cullen, CFP®, joins the firm as Chief Growth and Integration Officer, and Sarah Green joins as Chief Risk and Compliance Officer. Together, they will help advance our strategic priorities, strengthen our organization, and support responsible growth across the firm. Welcome, Katie and Sarah! https://lnkd.in/gNdC3Z8G
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Looking for a wealth advisor who brings calm and clarity to your financial future? Our clients share their peace of mind working with Beacon Pointe Senior Wealth Advisor, Justin Poplawski, CFP®, RICP®, PPC®, and how it’s made a difference in their lives and their financial future. https://lnkd.in/gi3X_5fT
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