Beacon Pointe Advisors

About

Beacon Pointe Advisors is a financial advisory firm located in Pasadena that provides personalized wealth management and investment planning services to clients throughout California. The firm operates during standard business hours and specializes in helping individuals and families develop comprehensive financial strategies tailored to their long-term goals.

Hours

• Monday: 9:00 AM–5:00 PM
• Tuesday: 9:00 AM–5:00 PM
• Wednesday: 9:00 AM–5:00 PM
• Thursday: 9:00 AM–5:00 PM
• Friday: 9:00 AM–5:00 PM
• Saturday: Closed
• Sunday: Closed

Reviews

I’ve had the pleasure of working with Debra for the past 13 years, and I truly can’t recommend her highly enough. She first helped my family navigate my parents’ estate, and since then has continued to guide me through my own financial journey. Debra is incredibly responsive and always makes me feel like a priority. She takes the time to understand my goals and consistently puts my financial well… — Carolyn Hoyer

I work with Courtney M. at Beacon Pointe Advisors and she has been wonderful to consult with. As someone who is not extensively strategic, nor extensively educated with managing finances and investments, I find great comfort and trust in Courtney perspective, expertise, and guidance. She is able to help me make decisions that are aligned with my objectives and goals, while navigating the ever-cha… — Alicia Junker

As an individual client I have been extremely satisfied with Beacons’s service. My family has been clients of this office for many years. They provide insightful and knowledgeable information regarding financial issues. I greatly appreciate their help in guiding my financial future. If I have a question or if my situation changes I can contact the office and receive a reply quickly. Having Beacon… — Glen Iwasaki

We highly recommend Hal Smith and his team at Beacon Pointe. We have worked with Hal for many years without disappointment. Hal is not only professional but takes the time to answer questions and keeps us very informed of the market and changes. Follow up and dedication in helping grow our financial account is so important and that is exactly what we get from Hal. — dianne farsetta

Debra goes above and beyond both as a financial planner and advisor. She is strategic, thorough, and a great communicator. She has helped guide our family through many transitions in a professional and caring way. — Patty Kupfer