Brian Coughlan, Mba, Msim Email and Phone Number
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Brian Coughlan, Mba, Msim personal email
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“How is your IRA invested? Are your investments as tax efficient as possible? Have you taken your RMD for the year? Is your estate plan up to date?”My job as a wealth advisor is to educate, empower and engage clients in their personal finances so that they can live their best lives. I spend time with clients in all areas of financial planning and investments to best help them get to where they want to go. My process starts with a conversation. I want to learn about what’s important to the individual – personal values, family, business and interests, goals and future plans. I then tailor a custom plan to help achieve these goals and aspirations. Many of my clients’ plans are based upon the following goals:Retirement ReadinessRetirement IncomeEducation Cost PlanningStrategic Tax & Estate PlanningCareer & Business PlanningLife Changes & MilestonesValues-Based and Impact Investing I take great pride in helping my clients achieve their life and legacy goals. If you would like to learn more about how we can work together, I would love to get in touch.
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Partner, Managing DirectorBeacon Pointe Nov 2014 - PresentNewport Beach, California, UsChair the Macro Economic Committee.Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.
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Thought ProvokerEntreprenuer Jan 2000 - PresentCreative opportunities in the areas of technology, and consumer/business services.
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Professor (Visiting) - FinanceKeller Graduate School Of Management Jan 2004 - Sep 2016Lisle, Illinois, UsProfessor of finance in the MBA school at KGSM. Classes taught include:- Managerial Finance (FI515)- Advanced Managerial Finance (FI516)- Securities Valuation (FI560)- Personal Financial Planning (FI580)- Mergers and Acquisitions (FI561) -
Portfolio ManagerCapital Investment Counsel / Bbvacompass Wealth Management May 2005 - Nov 2014Senior Portfolio Manager responsible for the management of investment portfolios for both high net-worth and institutional clients. Member of investment committee, and strategy manager (2008-2011) of CIC's Asset Allocation strategy; Committee based starting 2012.
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Portfolio ManagerStellar Capital Management May 2002 - May 2005Portfolio manager for high networth clients. Developed and managed asset allocation strategy for the firm.
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Strategic Partnerships Manager/ ConsultantCalence Jan 2000 - Jun 2002Chandler, Arizona, Us -
Senior Consultant, Kl Real Estate GroupErnst & Young Llp 1999 - 2000London, GbFinancial forensics and financial consulting -
Bond Trader/AdvisorFirst Interstate Bank/Wells Fargo Bank Feb 1994 - Sep 1997Started as an investment advisor specializing in fixed income investments. Promoted to municipal bond trader, inventoried bonds for institutional and retail brokers, specialized in underwriting and inventory of bonds in Western United States.
Brian Coughlan, Mba, Msim Skills
Brian Coughlan, Mba, Msim Education Details
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Arizona State University, W. P. Carey School Of BusinessMaster Of Business Administration (Mba) -
Arizona State University, W. P. Carey School Of BusinessInformation Management
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University Of Arizona, Eller College Of ManagementFinance
Frequently Asked Questions about Brian Coughlan, Mba, Msim
What company does Brian Coughlan, Mba, Msim work for?
Brian Coughlan, Mba, Msim works for Beacon Pointe
What is Brian Coughlan, Mba, Msim's role at the current company?
Brian Coughlan, Mba, Msim's current role is Partner, Managing Director at Beacon Pointe Advisors.
What is Brian Coughlan, Mba, Msim's email address?
Brian Coughlan, Mba, Msim's email address is bc****@****ors.com
What is Brian Coughlan, Mba, Msim's direct phone number?
Brian Coughlan, Mba, Msim's direct phone number is +194971*****
What schools did Brian Coughlan, Mba, Msim attend?
Brian Coughlan, Mba, Msim attended Arizona State University, W. P. Carey School Of Business, Arizona State University, W. P. Carey School Of Business, University Of Arizona, Eller College Of Management.
What are some of Brian Coughlan, Mba, Msim's interests?
Brian Coughlan, Mba, Msim has interest in Kids, Home Improvement, Home Decoration.
What skills is Brian Coughlan, Mba, Msim known for?
Brian Coughlan, Mba, Msim has skills like Investments, Portfolio Management, Valuation, Mergers And Acquisitions, Finance, Risk Management, Fixed Income, Strategy, Asset Allocation, Asset Management, Wealth Management, New Business Development.
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