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Debra Curry, Cfp® Email & Phone Number

Senior Wealth Advisor at Beacon Pointe Advisors at Beacon Pointe
Location: Newport Beach, California, United States 5 work roles 3 schools
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Beacon Pointe
Role
Senior Wealth Advisor at Beacon Pointe Advisors
Location
Newport Beach, California, United States
Company size
186 employees

Who is Debra Curry, Cfp®? Overview

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Quick answer

Debra Curry, Cfp® is listed as Senior Wealth Advisor at Beacon Pointe Advisors at Beacon Pointe, a with 186 employees, based in Newport Beach, California, United States. AeroLeads shows a matched LinkedIn profile for Debra Curry, Cfp®.

Debra Curry, Cfp® previously worked as Senior Wealth Advisor at Beacon Pointe and Managing Director, Senior Wealth Advisor at Bridge Advisory, Llc. Debra Curry, Cfp® holds Personal Financial Planning, Financial Planning; Accelerated Executive Course from Uc Irvine.

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Beacon Pointe

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Profile bio

About Debra Curry, Cfp®

I help my clients make the most informed decisions related to their wealth, coordinating all areas of investment management and financial planning to create and implement cohesive life plans for my clients. At Beacon Pointe, we have built an incredible process to educate, empower and engage clients in their personal finances so they can build their best lives. Every day I get to have conversations that allow me to help my clients identify their personal values, business interests, goals, and future plans, to align their life and wealth. I am also fortunate to work for a firm that is wholeheartedly dedicated to empowering female investors through our Women’s Advisory Institute (WAI). Through our WAI initiatives, we are committed to a unique and holistic approach to serving the financial needs of women through all life experiences.Some of my specialties include:• Retirement Readiness• Retirement Income• Education Cost Planning • Strategic Tax & Estate Planning • Career & Business Planning • Life Changes & Milestones• Values-Based & Impact InvestingIf you would like to learn more about how we can work together, I would love to connect.

Current workplace

Debra Curry, Cfp®'s current company

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Beacon Pointe
Beacon Pointe
Senior Wealth Advisor at Beacon Pointe Advisors
newport beach, california, united states
Website
beaconpointe.com
Employees
186
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5 roles

Debra Curry, Cfp® work experience

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

Senior Wealth Advisor

Current
Beacon Pointe

Newport Beach, California, United States

On September 30, 2024, Bridge Advisory, LLC joined Beacon Pointe Advisors. Beacon Pointe Advisors is a registered investment advisory firm that takes a comprehensive approach to helping endowments and foundations, 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, and we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.

Oct 2024 - Present

Vice President

Paine Webber/ Ubs Financial Services

Newport Beach , Ca

Jun 1994 - May 2007

Sr. Financial Advisor

Merrill Lynch

Denver Colo & Newport Beach Ca

Apr 1986 - May 1994
Team & coworkers

Colleagues at Beacon Pointe

Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →

TM Tamara Mumm Tamara Mumm Colleague at Beacon PointeHudson, Wisconsin, United States View → MF Megan Farley Megan Farley Colleague at Beacon PointeNewport Beach, California, United States View → LA Laine Ainsworth, Cfp® Laine Ainsworth, Cfp® Colleague at Beacon PointeNewport Beach, California, United States View → TP Trey Prenovost Trey Prenovost Colleague at Beacon PointeLos Angeles Metropolitan Area, United States View → BB Ben Blokdyk Ben Blokdyk Colleague at Beacon PointeHuntington Beach, California, United States View → CP Connor Pearl Connor Pearl Colleague at Beacon PointeDallas, Texas, United States View → MW Marc Wolff Marc Wolff Colleague at Beacon PointeSarasota, Florida, United States View → QP Quintin Pile, Cpa, Cfp® Quintin Pile, Cpa, Cfp® Colleague at Beacon PointeGreenville, South Carolina, United States View → TB Tyler Brock, Cfp® Tyler Brock, Cfp® Colleague at Beacon PointeSan Francisco, California, United States View → ST Stewart Talbot Stewart Talbot Colleague at Beacon PointeChestnut Hill, Massachusetts, United States View →
3 education records

Debra Curry, Cfp® education

Personal Financial Planning, Financial Planning; Accelerated Executive Course

Uc Irvine

Education record

Uc Santa Barbara

Activities and Societies: Alpha Delta Pi Sorority

FAQ

Frequently asked questions about Debra Curry, Cfp®

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

What company does Debra Curry, Cfp® work for?

Debra Curry, Cfp® works for Beacon Pointe.

What is Debra Curry, Cfp®'s role at Beacon Pointe?

Debra Curry, Cfp® is listed as Senior Wealth Advisor at Beacon Pointe Advisors at Beacon Pointe.

Where is Debra Curry, Cfp® based?

Debra Curry, Cfp® is based in Newport Beach, California, United States while working with Beacon Pointe.

What companies has Debra Curry, Cfp® worked for?

Debra Curry, Cfp® has worked for Beacon Pointe, Bridge Advisory, Llc, Yosemite Capital Management, Paine Webber/ Ubs Financial Services, and Merrill Lynch.

Who are Debra Curry, Cfp®'s colleagues at Beacon Pointe?

Debra Curry, Cfp®'s colleagues at Beacon Pointe include Tamara Mumm, Megan Farley, Laine Ainsworth, Cfp®, Trey Prenovost, and Ben Blokdyk.

How can I contact Debra Curry, Cfp®?

You can use AeroLeads to view verified contact signals for Debra Curry, Cfp® at Beacon Pointe, including work email, phone, and LinkedIn data when available.

What schools did Debra Curry, Cfp® attend?

Debra Curry, Cfp® holds Personal Financial Planning, Financial Planning; Accelerated Executive Course from Uc Irvine.

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