67.4 F
Laguna Hills
Wednesday, Jun 29, 2022


- Advertisement -

Co-Founder, CEO, Partner, Beacon Pointe Advisors

WHY: While in an MBA class at UCLA, wrote business plan for firm she wanted. Got “B” on report, which she keeps in her desk. Started firm in 2002 with father, Garth Flint, co-founder of Canterbury Consulting in Newport Beach. Now one of nation’s largest RIAs with 14 offices nationwide, 140+ employees, $9B in assets under advisement. 100% employee owned.

RECENT: In April, made its largest purchase to date, Heller Wealth Advisors, which has $387M AUM and clients in the Tristate area of New York, New Jersey, and Connecticut.

QUOTABLE: “A difficult market is really where you make your money.”

Return to List

Previous articlePAUL TAYLOR
Next articleHypergrowth

Featured Articles


Related Articles