Jonathan Acosta

Partner, Managing Director @Beacon Pointe

Newport Beach, CA, US
EMAILS
j••••••@beaconpointe.com
MOBILE NUMBERS
+13•••••••52

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WORK HISTORY

Feb 2013 — Present

Partner, Managing Director @Beacon Pointe

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CA

Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.

EDUCATION

N/A

University of California, Los Angeles

B.A.

N/A

Pepperdine University School of Law

J.D.

N/A

UCLA Anderson School of Management

Master of Business Administration (MBA)

SKILLS

Relationship ManagementWealth ManagementWealth PlanningClient DevelopmentClient ServicingWealth Management Services

ABOUT JONATHAN ACOSTA

I help high-net-worth individuals and families make the most informed decisions related…

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