Hal Smith

Senior Wealth Advisor at Beacon Pointe Advisors

Role
Senior Wealth Advisor at Beacon Pointe
Location
Pasadena, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Hal Smith

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

Experience

  1. Senior Wealth Advisor

    Beacon Pointe

    Oct 2024 — Present · Pasadena, 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

  • University of Georgia

    Bachelor of Arts (B.A.)

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Hal Smith — Senior Wealth Advisor at Beacon Pointe in Pasadena, CA, US | Unifers