Beacon Pointe Wealth Advisors Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Beacon Pointe Wealth Advisors is an independent Registered Investment Advisory firm (RIA) working with institutions (i.e., foundations and endowments), individuals and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full service financial planning and research driven investments. Beacon Pointe Wealth Advisors is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. 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.

Find Beacon Pointe Wealth Advisors employees' phone numbers or email addresses

Beacon Pointe Wealth Advisors Global Highlights

North America
29

United States Of America
29

Asia
1

India
1

Beacon Pointe Wealth Advisors's Leadership

G. F.
Chief Executive Officer
Mobile Phone
Email
M. C.
President
Mobile Phone
Email
T. M.
President
Mobile Phone
Email
R. L. T.
Managing Partner/Wealth Manager
Mobile Phone
Email
W. S.
Managing Partner
Mobile Phone
Email
G. N.
Partner & Wealth Advisor At East Pointe Wealth Advisors Inc
Mobile Phone
Email
L. C.
Director Of Operations And Marketing
Mobile Phone
Email
L. M.
Manager Operations
Mobile Phone
Email

Contact profiles from Beacon Pointe Wealth Advisors

Name

Title

Contact Info

Location

Last Update

R. L. T.
Managing Partner/Wealth Manager
Mobile Phone
Email
United StatesPennsylvania
Sep 11, 2025
W. S.
Managing Partner
Mobile Phone
Email
Aug 12, 2025
G. F.
Chief Executive Officer
Mobile Phone
Email
Oct 23, 2024
G. N.
Partner & Wealth Advisor At East Pointe Wealth Advisors Inc
Mobile Phone
Email
Jun 25, 2025
M. C.
President
Mobile Phone
Email
May 28, 2024
T. M.
President
Mobile Phone
Email
United StatesMichigan
Sep 18, 2024
L. C.
Director Of Operations And Marketing
Mobile Phone
Email
Oct 22, 2024
L. M.
Manager Operations
Mobile Phone
Email
Oct 23, 2024
T. L.
Senior Relationship Manager
Mobile Phone
Email
Oct 16, 2024
W. R.
Senior Relationship Manager
Mobile Phone
Email
Jul 08, 2025

Frequently Asked Questions

What is Beacon Pointe Wealth Advisors known for?

Beacon Pointe Wealth Advisors operates in the Financial Services industry. The company's main headquarters is located in 24 Corporate Plaza Drive, Suite 150; you can contact the main corporate office by phone at

+1-408-261-****

. Explore Beacon Pointe Wealth Advisors's company overview page for more information.

What is Beacon Pointe Wealth Advisors's most common email format?

Beacon Pointe Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Beacon Pointe Wealth Advisors email formats with LeadIQ.

How many employees does Beacon Pointe Wealth Advisors have currently?

Beacon Pointe Wealth Advisors has approximately 49 employees as of December 2025. These team members are located across 2 continents, including North AmericaAsia.

Who are Beacon Pointe Wealth Advisors's key employees and leadership?

As of December 2025, Beacon Pointe Wealth Advisors's key employees include:

Chief Executive Officer: G. F.
President: M. C.
President: T. M.
Managing Partner/Wealth Manager: R. L. T.
Managing Partner: W. S.

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