Commie Stevens, Jd
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Commie Stevens, Jd Email & Phone Number

Chief Wealth Planning Officer at Beacon Pointe
Location: Newport Beach, California, United States 8 work roles 2 schools
1 work email found @beaconpointe.com 2 phones found area 949 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email c****@beaconpointe.com
Direct phone (949) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Beacon Pointe
Role
Chief Wealth Planning Officer
Location
Newport Beach, California, United States
Company size
616 employees

Who is Commie Stevens, Jd? Overview

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Quick answer

Commie Stevens, Jd is listed as Chief Wealth Planning Officer at Beacon Pointe, a company with 616 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at beaconpointe.com, phone signal with area code 949, and a matched LinkedIn profile for Commie Stevens, Jd.

Commie Stevens, Jd previously worked as Chief Practice Officer, Managing Director of Wealth Planning at Beacon Pointe and Women Advisory Institute Board Member at Beacon Pointe. Commie Stevens, Jd holds Doctor Of Law (Jd) from Pepperdine University School Of Law.

Company email context

Email format at Beacon Pointe

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*@beaconpointe.com
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AeroLeads found 1 current-domain work email signal for Commie Stevens, Jd. Compare company email patterns before reaching out.

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Profile bio

About Commie Stevens, Jd

I direct Beacon Pointe Advisors’ Financial Planning Department that helps our clients set and meet their financial and estate planning goals by providing them with the framework to make informed decisions involving their retirement, college savings, survivor and estate planning needs, etc. Beacon Pointe Advisors is an investment consulting firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Outside of the office I enjoy spending time with my husband and two daughters.

Listed skills include Personal Financial Planning, Strategic Financial Planning, Retirement Planning, College Education Planning, and 3 others.

Current workplace

Commie Stevens, Jd's current company

Company context helps verify the profile and gives searchers a useful next step.

Beacon Pointe
Beacon Pointe
Chief Wealth Planning Officer
Newport Beach, CA, US
Website
beaconpointe.com
Employees
616
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Company profile
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8 roles · 31 years

Commie Stevens, Jd work experience

A career timeline built from the work history available for this profile.

Chief Wealth Planning Officer

Beacon Pointe

Newport Beach, CA, US

Chief Practice Officer, Managing Director Of Wealth Planning

Current
Beacon Pointe

Newport Beach, CA

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.

2008 - Present ~18 yrs 4 mos

Women Advisory Institute Board Member

Current
Beacon Pointe

While we have found that our women clients appreciate our independent and holistic approach to providing advice, we strive to do more. We created The Beacon Pointe Women's Advisory Institute (WAI, pronounced "WAY") to provide a forum to share knowledge and explore how to best serve the needs and questions of female investors and their families. Our mission.

2012 - Present ~14 yrs 4 mos

Book Author

Current
Your Dollars, Our Sense

Orange County, California Area

This quick read is a go-to guide for decoding the essentials of life and money. The book makes sense of a variety of topics, including credit, saving priorities, investing, home ownership, insurance, children, estate planning and more. It provides readers with relatable and simple financial advice to help navigate various life stages and major life events.

Jan 2018 - Present

Estate Planning Consultant To Pacific Life Insurance Company

Stevens Consulting
2003 - 2008 ~5 yrs

Director Of Estate Planning

Pacific Life
1997 - 2003 ~6 yrs

Attorney

Albrecht And Barney, Pc
1996 - 1997 ~1 yr

Attorney

New York Life Insurance Company
1995 - 1996 ~1 yr
Team & coworkers

Colleagues at Beacon Pointe

Other employees you can reach at beaconpointe.com. View company contacts for 616 employees →

RC Russell Crow Russell Crow Colleague at Beacon Pointe United States, United States View → JM James Milam James Milam Colleague at Beacon Pointe Scottsdale, Arizona, United States, United States View → JW Jeffrey W. Kralovec Jeffrey W. Kralovec Colleague at Beacon Pointe Milwaukee, Wisconsin, United States, United States View → AL Alicia Langdon, M.S., Cfp® Alicia Langdon, M.S., Cfp® Colleague at Beacon Pointe Fort Worth, Texas, United States, United States View → NJ Naomi Johnson Naomi Johnson Colleague at Beacon Pointe South Glens Falls, New York, United States, United States View → CH Christine Harman Christine Harman Colleague at Beacon Pointe Sarasota, Florida, United States, United States View → BB Brian Bengry Brian Bengry Colleague at Beacon Pointe Middleton, Wisconsin, United States, United States View → TC Thomas Chapman Thomas Chapman Colleague at Beacon Pointe Aliso Viejo, California, United States, United States View → BL Bianca Lorincz Bianca Lorincz Colleague at Beacon Pointe San Jose, California, United States, United States View → GT Gary Tangwall, Chfc®, Clu®, Ricp®, Mba Gary Tangwall, Chfc®, Clu®, Ricp®, Mba Colleague at Beacon Pointe Lake Elmo, Minnesota, United States, United States View →
2 education records

Commie Stevens, Jd education

FAQ

Frequently asked questions about Commie Stevens, Jd

Quick answers generated from the profile data available on this page.

What company does Commie Stevens, Jd work for?

Commie Stevens, Jd works for Beacon Pointe.

What is Commie Stevens, Jd's role at Beacon Pointe?

Commie Stevens, Jd is listed as Chief Wealth Planning Officer at Beacon Pointe.

What is Commie Stevens, Jd's email address?

AeroLeads has found 1 work email signal at @beaconpointe.com for Commie Stevens, Jd at Beacon Pointe.

What is Commie Stevens, Jd's phone number?

AeroLeads has found 2 phone signal(s) with area code 949 for Commie Stevens, Jd at Beacon Pointe.

Where is Commie Stevens, Jd based?

Commie Stevens, Jd is based in Newport Beach, California, United States while working with Beacon Pointe.

What companies has Commie Stevens, Jd worked for?

Commie Stevens, Jd has worked for Beacon Pointe, Your Dollars, Our Sense, Stevens Consulting, Pacific Life, and Albrecht And Barney, Pc.

Who are Commie Stevens, Jd's colleagues at Beacon Pointe?

Commie Stevens, Jd's colleagues at Beacon Pointe include Russell Crow, James Milam, Jeffrey W. Kralovec, Alicia Langdon, M.S., Cfp®, and Naomi Johnson.

How can I contact Commie Stevens, Jd?

You can use AeroLeads to view verified contact signals for Commie Stevens, Jd at Beacon Pointe, including work email, phone, and LinkedIn data when available.

What schools did Commie Stevens, Jd attend?

Commie Stevens, Jd holds Doctor Of Law (Jd) from Pepperdine University School Of Law.

What skills is Commie Stevens, Jd known for?

Commie Stevens, Jd is listed with skills including Personal Financial Planning, Strategic Financial Planning, Retirement Planning, College Education Planning, Estate Planning, Wealth Management Services, and Women Investors.

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