Commie Stevens
Chief Wealth Planning Officer at Beacon Pointe
Based in Newport Beach, United States
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Seniority
C-Team
Department
General Business & Management
Location
Newport Beach
Industry
Financial Services
Company size
771
Contact information
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c•••••••@beaconpointe.com
Phone
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Background
About Commie Stevens
I direct Beacon Pointe Advisors’ Financial Planning Department that helps our clients set and meet their financial and estate planning goals by providing them with the framework to make informed decisions involving their retirement, college savings, survivor and estate planning needs, etc. Beacon Pointe Advisors is an investment consulting firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Outside of the office I enjoy spending time with my husband and two daughters.
Decision-makers
Other people at Beacon Pointe
- MDC-Team
Michael Dubis
Partner, Managing Director · General Business & Management
- ABDirector
Andrew Bullard
Estate Strategist · General Business & Management
- LADirector
Louis Ambrosio
Partner, Senior Wealth Advisor · Finance & Accounting
- RTVp
Ryan Trabant
Strategic Investment Advisor · Finance & Accounting
- JSDirector
Jon Shumate
Principal, Senior Wealth Advisor · Finance & Accounting
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