Beacon Pointe WAI

We’re so proud of our Director of Financial Planning, Kelly DiGonzini, for being selected to serve on the @CFPBoard Women's Initiative Council! Your passionate leadership and vision will help pave the way for more #womeninfinance. beaconpointe.com/beacon-poin…

Beacon Pointe supported the @UCF Athletics Inaugural Golf Tournament with the help of Managing Director James Ferrell, connecting with clients and alumni to empower #studentathletes to take control of their #NIL. #college #athletes #UCF #UCFAthletics

We are proud to share @BeaconPointeRIA’s recent honor at the @investmentnews ‘Women to Watch’ awards! We received the ‘Ascension Award’ for having a #leadership team comprising 50% women and many women in our workforce. Read more about the #award here! ow.ly/V0Ql50LHB3G

Our most recent national WAI event with special guest Amy Holdsman was a hit! Amy is an experienced philanthropist who discussed the importance of aligning your #philanthropy with your values. Watch the event recording here! youtube.com/watch?v=Bv9VtfGr…

Don’t miss our upcoming Women’s Advisory Institute virtual workshop with special guest, Amy Holdsman, CEO & Founder of @essentialleader! Registration is now open, and we look forward to seeing you on November 10th at 10 am PT/1 pm ET! info.beaconpointe.com/giving… #workshop #giving

Did you know that 69% of women wish they had started investing their extra savings earlier? We share 6 Retirement Planning Tips for the Savvy Woman Investor on @ZoeFinancial ow.ly/oSab50JGS4N

To all the amazing and selfless mothers, stepmothers, grandmothers, mothers-in-law, moms-to-be and mother figures, we wish you a wonderful Mother’s Day filled with lots of love. We are so grateful to have you in our lives! #MothersDay

Happy #VeteransDay! Thank you to those who have served our great country. We are beyond grateful for your service and dedication to protecting our American liberties. #service #veterans #freedomisntfree #USA #honor #bravery #integrity

Our recent event was a great chance to slow down, stretch and learn how to make the most of your #WFH space! For those that are interested, a recording of our interactive event is now available: ow.ly/AWhP50BSJ6c

Join us for an hour of #calm aimed at helping you Feng Shui your #WFH space, focus on your physical #health and even get a stretch in. Join us this Thursday, October 8th at 11am! Register here: ow.ly/36PF50BG34U

This week it’s #ClimateWeekNYC and we wanted to remind you that you can make an #impact everywhere, even in your #investment portfolio! To learn about the ways #SRI and #ESG strategies can be implemented, measured and monitored, click here: ow.ly/b3u950BopgE #ClimateChange

September is #NationalYogaMonth & we are super excited to share our interactive virtual event aimed at bringing some calm to your #WFH space along with a quick midday #yoga flow to help you find your inner peace. Register here: ow.ly/xEHC50BrJSd

It has been devastating to see the #fires raging across the West Coast this month, our thoughts are with anyone who has been affected. If you need to evacuate, here's a list of important financial documents you should take with you if evacuating: ow.ly/uQ5250BrGCN

It doesn’t matter how old you are, it’s never too early to learn good #money habits! #startyoung #beaconbaby #goodreads

For those who are looking for good reads on #investing, #markets and #finance, we’re sharing @BeaconPointeRIA’s comprehensive reading list for investors at all levels! Whether you’re a novice to the investment world or a pro, we have you covered: ow.ly/pWWV50B1UDF

Beacon Pointe CEO @seusey joined @ReformedBroker on @CNBC last week, answering questions on #market #volatility and how it’s possible to have ‘too much investment knowledge.’ To view the full segment, watch here: cnb.cx/33EIJon

We’ve seen some extreme market volatility the past several months thanks to #coronavirus. In episode 2 of BP 3-in-3, wealth advisors Coby Cress and Robyn Gerke share ways on how to navigate volatile markets: youtube.com/watch?v=TDtu9KPZ…