James Davenport
Managing Director, Partner @Beacon Pointe
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WORK HISTORY
Managing Director, Partner @Beacon Pointe
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
Chapman University
Master of Business Administration (MBA), Finance
University of Southern California
Bachelor of Arts (BA), Annenberg School for Communication
SKILLS
ABOUT JAMES DAVENPORT
How is your IRA invested? Are your investments as tax efficient as possible? Have you…
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