Financial Advisors
Plano, TX
Beacon Pointe Advisors is a Plano-based financial advisory firm offering comprehensive financial planning, investment management, and wealth management services to individuals, families, business owners, and entrepreneurs throughout the Dallas-Fort Worth area. Led by CFP-certified Managing Directors with over 20+ years of experience each, the firm specializes in helping clients prepare for retirement, plan estates, grow generational wealth, and navigate major life transitions. They have particular expertise serving high-net-worth clients, professionals, women going through life milestones, and those seeking personalized, collaborative wealth management.
Ideal for: High-net-worth individuals, Business owners and entrepreneurs, Retirees and pre-retirees, Women navigating life transitions
Service area: Plano, Dallas-Fort Worth, TX
CFP-Certified Team: Multiple team members hold CERTIFIED FINANCIAL PLANNER® (CFP®) certifications, including Managing Directors with 20+ years of financial services experience.
Specialized Women's Services: The firm specifically serves women navigating major life milestones such as spousal loss, divorce, remarriage, and family changes with tailored financial strategies.
High-Net-Worth & Business Owner Focus: Extensive experience serving business owners, entrepreneurs, and high-net-worth individuals with customized wealth management and estate planning solutions.
Address: 5810 Tennyson Pkwy #525, Plano, TX 75024
Phone: (844) 366-2525
Website: beaconpointe.com
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