Kevin Tehan

Partner, Senior Wealth Advisor at Beacon Pointe Advisors

Role
Partner, Senior Wealth Advisor at Beacon Pointe
Location
Dallas, TX, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kevin Tehan

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

Experience

  1. Partner, Senior Wealth Advisor

    Beacon Pointe

    Nov 2024 — Present · Dallas, TX, US

    On November 30, 2024, WhiteRock Wealth Management Co. 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

  • Jesuit College Preparatory

    High School

  • The University of Texas at Dallas

    Bachelor’s Degree

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Kevin Tehan — Partner, Senior Wealth Advisor at Beacon Pointe in Dallas, TX, US | Unifers