Financial Advisors
Scottsdale, AZ
Beacon Pointe Advisors is a Scottsdale-based wealth management firm serving high-net-worth individuals, families, business owners, professional athletes, and women investors across the Phoenix area. Their team of CFP®, CFA®, and tax-credentialed advisors provides comprehensive financial planning, retirement planning, estate planning, investment management, and customized wealth strategies on an open platform. With multiple Managing Directors averaging 15+ years of experience and deep expertise in tax and asset protection planning, they focus on helping clients make informed decisions about their financial future.
Ideal for: High-net-worth individuals, business owners, professional athletes, women investors, families with complex estates
Service area: Scottsdale, Phoenix area, and surrounding Arizona communities
CFP® and CFA® Credentialed Team: Multiple Managing Directors hold CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Analyst® (CFA®), and advanced tax credentials (JD, LLM in Taxation), ensuring sophisticated financial and estate planning expertise.
Specialized for High-Net-Worth Clients: Focuses specifically on business owners, professional athletes, women investors, and private clients with comprehensive wealth management and customized investment solutions.
Two Convenient Scottsdale Offices: Maintains two locations in Scottsdale to serve private clients with personalized wealth planning and investment management services.
Address: 16767 N Perimeter Dr #100, Scottsdale, AZ 85260
Phone: (480) 428-5528
Website: beaconpointe.com
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