Los Angeles Office:
Beacon Pointe Advisors
11601 Wilshire Boulevard, Suite 1600
Los Angeles, CA 90025
Phone: (310) 488-7868
Fax: (949) 718-0601
Indya oversees Beacon Pointe’s Los Angeles Private Client Services office, providing customized wealth management solutions to corporate executives, professionals and their families. Through comprehensive planning and investment management, Indya develops strategies to help clients meet their financial goals. Previously, Indya worked as a Regional Vice President and Portfolio Specialist at Guggenheim Investments, in Institutional Sales at Citigroup in Sydney, and as a Credit Analyst at Macquarie Investment Bank in New York. Indya is a graduate of the University of Southern California (USC) Marshall School of Business.
David is an Associate Wealth Advisor in the Client Service department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting. In addition, David is oversees the organization and execution of the firm’s technology initiatives. Prior to joining Beacon Pointe Advisors, David spent seven years working for the Irvine Ranch Water District. David graduated from UC Riverside with a BA in Business Economics and received his MBA from UC Irvine. In his free time, David enjoys trying new types of food, perfecting his cooking skills and cycling.
Liz is a Manager in the Client Service department at Beacon Pointe Advisors. She is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, performance reporting and client service. Liz graduated from Chapman University with a BS in Economics. She is a member of the Saddleback Valley Chapter of National League with her twin daughters and in her free time enjoys skiing, boating, and travelling with her family and friends.