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Heidi Benavidez
Partner, Managing Director @Beacon Pointe
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WORK HISTORY
Partner, Managing Director @Beacon Pointe
On December 15, 2021, Pacific Edge Advisors partnered with 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
California State University-Long Beach
Bachelor of Science
ABOUT HEIDI BENAVIDEZ
Partner, Managing Director at Beacon Pointe Advisors
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