Rania Ghawi

Wealth Advisor at Beacon Pointe

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

Experience

  1. Wealth Advisor

    Beacon Pointe

    Jun 2025 — Present · Mill Valley, CA, US

    On June 30, 2025, Waypoint Wealth Partners 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

  • UC Berkeley Extension

    Certificate Program in Personal Financial Planning

  • California State University-Sacramento

    Bachelor of Science (BS)

  • Napa Valley College

    Viticulture and Enology

Skills

  • Communication Skills
  • Highly Detail Oriented
  • Community Outreach
  • Organization Techniques
  • Customer Service
  • Social Media
  • Dependable Team Player
  • Microsoft Office

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Rania Ghawi — Wealth Advisor at Beacon Pointe in San Francisco, CA, US | Unifers