Riverside – Inland Empire Team

 

Riverside/Inland Empire Office:

Beacon Pointe Wealth Advisors

3714 Tibbetts Street

Riverside, CA 92506-1867

Phone: (951) 328-0894

Fax: (951) 328-0895

Mark Moehlman, MBA

Mark Moehlman, MBA

Managing Director, Partner

Mark Moehlman holds an MBA from the USC Marshall School of Business, and has dedicated his entire business career to helping others manage their wealth. Mark was born in Los Angeles and moved to Newport Beach in 1975, and has lived in Big Canyon for the past fifteen years. Mr. Moehlman founded Wealth Management Corporation, the first of its kind, in 1987, the same year he launched his Wealth Management Forum. Mark served as a trustee of the Orange County Employees Retirement System (O.C.E.R.S.) from 1993 to 1996, helping shepherd the fund virtually unscathed through the county’s bankruptcy. Mr. Moehlman was the Founding Chair of the Center for Investment and Wealth Management (C.I.W.M) of the UC Irvine Merage School of Business, and continues to be very active in both C.I.W.M. and the UCI Chancellor’s Club. Mark is married to Dr. Cherilyn Sheets, a prominent Newport Beach dentist, and has one daughter, Melisa, who lives and works in New York City.

Email:mmoehlman@beaconpointe.com

Phone:(949) 720-9980 Ext. 207

Laine Ainsworth, CFP®

Laine Ainsworth, CFP®

Managing Director, Partner

Laine Ainsworth holds the Certified Financial Planner™ (CFP®) certification and has been an investment professional for over 25 years. Prior to joining Beacon Pointe Wealth Advisors, Laine was a Founding Principal of Wealth Management Network, LLC. Laine is a member of the Dean’s Leadership Circle for the University of California at Irvine Paul Merage School of Business and is a Founding Executive Committee Member of the Center for Investment and Wealth Management at UC Irvine. Mr. Ainsworth is a member of the Hoag Hospital Diplomat Society and was a Charter Member of the PIMCO RIA Advisory Board. He is presently a member of the Chartered Financial Analysts Society of Orange County and serves on the Board of Directors of CASA Orange County. A California native, Laine earned a Bachelor’s Degree in Economics from the University of California at Los Angeles. He and his wife Lisa have a daughter who resides and works in New York City.

Email:lainsworth@beaconpointe.com

Phone:(949) 720-9980 Ext. 204

James Davenport, MBA

James Davenport, MBA

Managing Director, Partner

James (Jim) is responsible for counseling clients with their wealth management decisions, particularly in the area of investments. Prior to joining Beacon Pointe Wealth Advisors, Jim worked in Wells Fargo Advisor’s Private Client Group, marketing the firm’s wealth management services to new clients and enhancing existing client relationships.  Jim is a Senior Wealth Advisor with Beacon Pointe, working out of both the Orange County and Inland Empire offices.  Jim earned his MBA from Chapman University Argyros School of Business and Economics, and his Bachelor’s Degree from the Annenberg School of Communication at the University of Southern California.  He serves on the advisory board for Big Brothers Big Sisters-Inland Empire and also is a member of both the Endowment Council Chapman University and Leaders, Executives, and Directors; Advancing Philanthropy (LEAD-OC).  Outside of work, Jim enjoys traveling, playing golf and spending time with his wife and son.

Email:jdavenport@beaconpointe.com

Phone:(949) 720-9980 Ext. 203

Nichole Diaz, MBA

Nichole Diaz, MBA

Senior Associate, Client Service

Nichole is primarily responsible for client servicing, portfolio administration and operations to support the Beacon Pointe Wealth Advisors (BPWA) Inland Empire office.  Nichole holds an MBA from the A. Gary Anderson Graduate School of Management at the University of California, Riverside, where she also earned her Bachelor’s Degree in Financial Economics.  Prior to joining BPWA, Nichole worked in Real Estate as a Broker dealing exclusively with investment properties.  Nichole is married and lives with her husband in the Inland Empire. In her free time, she enjoys hiking, swimming, traveling, and spending time with her family and friends.

Email:ndiaz@beaconpointe.com

Phone:(951) 328-0894

 

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