Beacon Pointe Employee Achievements

Beacon Pointe Employee Achievements

Beacon Pointe is pleased to announce that we have had four hard-working employees receive highly sought after degrees and designations.

San-Yoon

 

Austin Chow – Analyst Institutional Consulting Services Group, passed his Chartered Financial Analyst (CFA) Level 2 exam this past June while San Yoon – Analyst, Institutional Consulting Services Group, passed his CFA Level 3 exam.The CFA credential requires sitting for three separate six hour-long exams. Each level of the exam must be passed sequentially. Specifically, Level 2 tests knowledge in areas such as Asset Classes, Investment Tools, and Portfolio Management and Wealth Planning while Level 3 focuses on subjects such as Behavioral Finance, Fixed Income and Equity Portfolio Management, and  Alternative Investments. It is one of the most competitive credentials to receive in the nation with a passing rate of less than 50%.

David-Le

Sam Lawson– Senior Client Service Associate at Beacon Pointe Wealth Advisors Arizona and David Le, MBA – Associate Wealth Advisor at Beacon Pointe Advisors recently received their CERTIFIED FINANCIAL PLANNER™ (CFP®)designation.  Receiving the CFP® designation requires much more than sitting for the six-hour examination.  Each participant must also complete 6,000 hours of financial planning experience and take multiple courses in financial plan development. Receiving the CFP® designation means that Sam and David have met rigorous examination requirements, and have agreed to adhere to a higher standard of ethics within their practice.

Kelly DiGonzini, CFP® – Senior Financial Planner at Beacon Pointe Advisors, received her Master of Science in Taxation from William Howard Taft University. Kelly spent tireless hours studying subjects in areas such as Corporations, Individuals, Estate Taxation, Income Taxation of Trusts, Charitable Giving and Real Estate and was awarded her graduate degree this past July.

We are beyond honored to have a dynamic, go-getter team of professionals eager to add to their repertoire of expertise as part of the Beacon Pointe team.

Congratulations to Austin, Sam, David and Kelly on your new credentials!

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