Beacon Pointe: Detailed Company Information & Corporate Profile

Contact top employees from Beacon Pointe

Summary

The business currently specializes in Financial Services area. The company has 500-1000 employees. Register with SignalHire to connect with Beacon Pointe employees and management.

Beacon Pointe Websitebeaconpointe.com
Industries
Beacon Pointe Headquarters address24 Corporate Plaza Drive, Newport Beach, CA, 92660 US
Company Size500-1000 employees
SpecialtiesWealth 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, Private Foundations
Founded2002
Estimated Annual Revenue$100M - 500M
Updated:2026-07-27

Beacon Pointe Org Chart

Chief Executive Officer

Chief Executive Officer

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General Manager

J
Julie

Executive Assistant

A H
Allie Hines

Business Development Manager

General Manager

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Estimated Website Traffic

The chart shows a decline in traffic to the beaconpointe.com website. In June, traffic decreased to 9129, compared to 10929 in the previous month. The highest traffic in 2026 was recorded in January, reaching 13020 visits.

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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Beacon Pointe's workforce includes employees across a wide range of tenure levels.

9% have been with the company for less than 1 year9% have been with the company for 1 to 2 years12% have been with the company for 3 to 4 years24% have been with the company for 5 to 7 years12% have been with the company for 8 to 10 years35% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from Beacon Pointe
Andrew Wood
Andrew WoodManager of Service and Operations
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Joanna Rothenberg
Joanna RothenbergInternal Communication Specialist
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Gena Meyring
Gena MeyringOffice Manager
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Jacob
JacobSenior Director, Mergers & Acquisitions
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Ben McGloin
Ben McGloinPartner, Managing Director
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William Ferrell
William FerrellWealth Advisor
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Kelley O’Brien
Kelley O’BrienWealth Advisor
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Kate Hickey
Kate HickeyWealth Advisor
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Paige Mabry
Paige MabryBeacon Pointe
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Bruce Burgess
Bruce BurgessRegional Director
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Michele Sarna
Michele SarnaPartner, Managing Director
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Charlie Bruckman
Charlie BruckmanAssociate Wealth Advisor
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Sam Sarna
Sam SarnaAccount Services Associate
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John Baxman
John BaxmanPartner, Managing Director
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Alexander Gould
Alexander GouldAssociate Wealth Advisor
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Joey Ricci
Joey RicciWealth Management Intern
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Beacon Pointe Corporate Information: FAQ

Beacon Pointe operates in the Finance industries. More details can be found on the official website: beaconpointe.com.
Beacon Pointe has offices located in Newport Beach, US.
The headquarters of Beacon Pointe are located in Newport Beach, United States.
Beacon Pointe currently employs 500-1000 people.

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