Proud Mom, Avid Runner, President and Founder of Beacon Pointe Advisors
Newport Beach, CA
Joined February 2012
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Honored to be recognized in the @InvestmentNews Hot List of Top Financial Professionals in the U.S. A reminder of the responsibility we carry to lead with discipline and keep clients first. Grateful for our team at @BeaconPointeRIA. investmentnews.com/best-in-w…
Beacon Pointe paid no applicable fees to participate in the ranking process for the 2025 InvestmentNews ‘Hot List.’ For additional information about this award, please visit: beaconpointe.com/#awarddiscl….
Exciting to see #fintech startup @BentoEngine hit the ground running with $1.1m in equity investments - integrating with CRM software systems to provide clients with an exceptional experience beyond investing. @CityWireUSA citywireusa.com/registered-i… @MartyBicknell #ScratchWorks
I had a wonderful conversation with my inspiring industry colleagues today as part of the @RIA__Edge conference CEO All Star panel. It is fantastic to exchange ideas and best practices with fellow women leaders in the #RIA space. Looking forward to continuing these conversations!
I am delighted to share that @BPAdvisors was recently included in @barronsonline 2021 Top 100 RIA list coming in at #21 & jumping 9 spots from last year’s list. We are incredibly proud of our diverse nationwide team, and excited for what the future holds. ow.ly/nsZq50GiTNZ
Looking forward to season 4 this fall!
#FinTech companies: #ScratchWorks2021 is now accepting submissions for Season 4! Apply now to pitch your firm for potential investment at #T32021.
scratch.works/
@FinTechie @t3techhub @MartyBicknell @MarinerWealth @rchusker @CarsonGroupLLC @seusey @BeaconPointeRIA
Shannon Eusey retweeted
Don’t miss your chance to pitch your #fintech business live in front of the industry’s most successful RIAs at #T32021 in Season 4 of @_scratchworks!
Deadline: June 15 #ScratchWorks2021
Apply now: scratch.works
@FinTechie @t3techhub @MartyBicknell @rchusker @seusey
I am humbled to have been included among so many talented women in finance in @Forbes’ Top Women Wealth Advisor list. Congratulations to all who were included in this year’s ranking! beaconpointe.com/forbes-reco…
Shannon Eusey retweeted
@investmentnews recognizes Beacon Pointe CEO as a ‘Woman to Watch’ in 2020 and beyond. @seusey @skinnerliz #INw2w #womeninwealth ow.ly/B0md50CB3i4
I am honored and humbled to have received the @UCIAA Lauds & Laurels award. Thank you to @UCIrvine and @ucisocsci - Proud to be an Anteater!
Lauds and laurels, risk and reward: Guided by vision and passion, tenacity and grit, @UCIrvine's Outstanding Alumni Athlete @seusey '92 is the Anteater spirit personified. More: socs.ci/eusey2019
#UCIPride #zotzotzot
Proud of our growing firm and the future initiatives we are planning for @BeaconPointeRIA! Thank you @CitywireUSA and @ajonescitywire
.@BeaconPointeRIA's @BPWealthAdvisor & @SEusey on how they got started, their plans for growth, and their focus on working with #women to help them gain financial independence.
#wealthmanagement #RIA #RIAs #womeninfinance #womeninwealth
buff.ly/2tUTFeA
Shannon Eusey retweeted
Sneak peek of @BeaconPointeRIA CEO @seusey and her interview for @Fidelity Client Stories. We are excited to share our insights for future innovations in the #RIA industry. Full interview coming soon! #WorkingWithUs
Shannon Eusey retweeted
Match.Wrong – Is your #CPA right for you? Learn more before #taxseason hits. beaconpointe.com/match-wrong…
Excited to take part in this exciting #FinTech competition. I'll see you in Salt Lake City! @barronsonline @_scratchworks
.@_scratchworks Season 2 will once again showcase live at @barronsonline Independent Summit! Attendees will get to watch #FinTech innovators compete for funding by presenting their pitches to a panel of #wealthmanagement luminaries including @BeaconPointeRIA CEO @seusey. #RIA
Thank you @OCBizJournal for including me in this year's #OC500. I'm in great company!
We are proud to announce Beacon Pointe CEO @seusey is included in @OCBizJournal's #OC500 most influential individuals for the second year in a row! Read her full profile here. ocbj.com/news/2019/jan/31/20…
Shannon Eusey retweeted
Sneak peek of today’s #photoshoot fun with @CitywireUSA for our upcoming cover story, not a bad way to wrap up the week! @BPWealthAdvisor @AllianceforRIAs
Great kick-off to 2019 for @GetTheSense! Check out our latest interview with @KKFXFox11 for some great tips on managing your money wisely in the new year.
Thank you @KKFXFox11 for having our co-authors on last week's morning show! We discussed tips on how to make #2019 a #financial success! FULL INTERVIEW HERE: keyt.com/news/authors-of-you… #newyearsresolutions @BPAdvisors
Proud to be a part of @_scratchworks. Season 2, here we come! #FinTech #RIAs #technology prweb.com/releases/scratchwo…
Exciting news #SanDiego! @GetTheSense and our Best Selling book will be featured on @CBS8 TOMORROW bright and early at 7:15 AM.
Watch co-authors Karen Sarten, CFP®, and Alli Hillgren (@allihillgren) on San Diego’s @cbs8 Morning News discussing our International Best Seller, “Your Dollars, Our Sense” TOMORROW, Thursday, August 30, at 7:15 am!
