Graham Pierce

Managing Director, Partner, Investment Committee Member @Beacon Pointe

Newport Beach, CA, US
EMAILS
g••••••@beaconpointe.com
MOBILE NUMBERS
+19•••••••08

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WORK HISTORY

Jan 2006 — Present

Managing Director, Partner, Investment Committee Member @Beacon Pointe

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Newport Beach, CA, US

Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the United States working with both private and institutional clients. We are independent and 100% employee-owned. We provide clear, objective investment advice to our clients - our clients\' goals and needs are our goals and needs - they are one and the same.

EDUCATION

1989 — 1993

University of Virginia

Bachelor’s Degree, Foreign Affairs with emphasis in Latin America

1999 — 2001

UCLA Anderson School of Management

MBA, Finance

SKILLS

Retirement PlanningFinraFinancial Planners401kSpanishHigh Net Worth IndividualsAsset ManagmentInvestment AdvisorySeries 65Financial AdvisoryWealth ManagementWealthAsset ManagementRetirementBondsStrategic Financial PlanningInvestment ManagementFinancial ServicesIrasFinancePortfolio ManagementSecuritiesEstate PlanningInvestment StrategiesPersonal Financial PlanningEmerging MarketsAsset AllocationMutual FundsEquitiesSeries 63Financial MarketsWealth Management Services

ABOUT GRAHAM PIERCE

Beacon Pointe Advisors is an investment consulting firm that takes a comprehensive approach to helping endowments, foundations, institutions and high-net-worth individuals set and meet their financial goals. We focus on full service financial planning and research driven investments. We partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.

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