Gregg Cowan
Director of Retirement Plan Services (RPS) at Beacon Pointe Advisors, LLC | Thought Leader in Retirement Plan Strategy | Helping Clients Achieve Superior Outcomes
- Role
- Director of Retirement Plan Services at Beacon Pointe
- Location
- Los Angeles, CA, US
- LinkedIn followers
- 500 followers
About Gregg Cowan
As a Director of Retirement Plan Services (RPS) for the Beacon Pointe Retirement Plan Services Group, I proactively partner with plan sponsors and organizations, seeking to understand all aspects of each unique retirement plan, convey knowledgeable guidance, and provide exceptional service. Beacon Pointe Advisors is a wealth advisory consulting firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, high-net-worth individuals and families set and meet their financial goals. We focus on full-service financial planning and research-driven investments. Types of plans served: 401(k), 403(b), Defined Benefit Plans, Profit Sharing Plans, Non-Qualified Deferred Compensation Plans (including 457 plans)
Experience
Director of Retirement Plan Services
Nov 2024 — Present · Newport Beach, CA, US
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
Vanguard University of Southern California
BA in Religion
2005 — 2009
Fuller Theological Seminary
Master of Arts
2009 — 2012
Skills
- Territory Management
- Investments
- Annuities
- Telemarketing
- Financial Services
- Sales Finance
- Retirement Planning
- Estate Planning
- Series 63
- Fixed Annuities
- Series 7
- Employee Training
- Training
- Variable Annuities
- Strategic Financial Planning
- Competitive Strategies
- Sales Force Development
- Wealth Management
- Mutual Funds
- Asset Allocation
- Financial Sales
- Consultative Selling
- Portfolio Management
- Asset Management
- Customer Service
- Training & Development
- Leadership
- Strategic Planning
- Retirement
- Public Speaking
- Sales
- Selling
- Financial Planning
- Finance
- Phone Sales
- Coaching
- Relationship Management
- Risk Management
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