Debra Curry
Senior Wealth Advisor at Beacon Pointe Advisors
- Role
- Senior Wealth Advisor at Beacon Pointe
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Debra Curry
I help my clients make the most informed decisions related to their wealth, coordinating…
Experience
Senior Wealth Advisor
Oct 2024 — Present · Newport Beach, CA, US
On September 30, 2024, Bridge Advisory, LLC joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, 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, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.
Education
UC Irvine
Personal Financial Planning, Financial Planning; Accelerated Executive Course
2008 — 2008
University of Colorado Boulder
Bachelor's Degree, Economics
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