AeroLeads people directory · profile
Lance Wexler Email & Phone Number
Partner and Senior Wealth Manager
at
Beacon Pointe
1 work email found
@beaconpointe.com
1 phone found area 508
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Senior Wealth Manager
Location
Santa Cruz, California, United States
Company size
Who is Lance Wexler? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Lance Wexler is listed as Partner and Senior Wealth Manager at Beacon Pointe, a with 616 employees, based in Santa Cruz, California, United States. AeroLeads shows a work email signal at beaconpointe.com, phone signal with area code 508, and a matched LinkedIn profile for Lance Wexler.
Lance Wexler previously worked as Partner / Senior Wealth Manager at Beacon Pointe and CEO / Financial Advisor at Nexus Wealth Advisors. Lance Wexler holds Ba from University Of California, Santa Cruz.
Company email context
Email format at Beacon Pointe
This section adds company-level context without repeating Lance Wexler's masked contact details.
{first_initial}{last}@beaconpointe.com
89% confidence
AeroLeads found 1 current-domain work email signal for Lance Wexler. Compare company email patterns before reaching out.
Profile bio
About Lance Wexler
Lance Wexler is a Partner and Senior Wealth Manager at Beacon Pointe. He possess expertise in leadership, e commerce, planning, online marketing, financial planning and 23 more skills.
Listed skills include Leadership, E Commerce, Planning, Online Marketing, and 24 others.
Current workplace
Lance Wexler's current company
Company context helps verify the profile and gives searchers a useful next step.
Beacon Pointe
11 roles
Lance Wexler work experience
A career timeline built from the work history available for this profile.
Partner / Senior Wealth Manager
Current
Dec 2022 - Present
Ceo / Financial Advisor
Nexus Wealth Advisors
Sep 2013 - Dec 2022
Board Of Directors Treasurer
May 2014 - Dec 2016
Board Of Directors Treasurer
Jul 2013 - Dec 2016
Financial Advisor
May 2010 - Aug 2013
President, Managing Member
American Life Solutions, Llc
Nov 2006 - May 2010
Managing Member
Coastline Funding Group Llc
Jul 2007 - Jan 2010
Director Of Investor Relations / Vp Operations
Waters Fund Management, Llc
Oct 2004 - Nov 2006
President & Chief Web Strategist
Roi By Design
May 1997 - Sep 2004
Manager E-Commerce
May 1994 - May 1997
Team & coworkers
Colleagues at Beacon Pointe
Other employees you can reach at beaconpointe.com. View company contacts for 616 employees →
AF
Alicia Ford
Colleague at Beacon PointeCathedral City, California, United States
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DB
Diana Brown
Colleague at Beacon PointeNew York City Metropolitan Area, United States
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JE
James Elliott
Colleague at Beacon PointeNew York City Metropolitan Area, United States
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JK
John Keeney, Cpwa®, Crpc®, Crps®
Colleague at Beacon PointeColumbia, Maryland, United States
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JF
James Franklin
Colleague at Beacon PointeDenver Metropolitan Area, United States
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MD
Michael Dow, Cpa, Cfa, Caia
Colleague at Beacon PointeNewport Beach, California, United States
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JH
Janic Hoyuela, Cpfa
Colleague at Beacon PointeGreater New Orleans Region, United States
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MW
Marc Wolff
Colleague at Beacon PointeSarasota, Florida, United States
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KS
Kristina Sabo
Colleague at Beacon PointeDallas-Fort Worth Metroplex, United States
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CH
Christine Harman
Colleague at Beacon PointeSarasota, Florida, United States
View →
Alicia Ford
Colleague at Beacon PointeCathedral City, California, United States
View →
DB
Diana Brown
Colleague at Beacon PointeNew York City Metropolitan Area, United States
View →
JE
James Elliott
Colleague at Beacon PointeNew York City Metropolitan Area, United States
View →
JK
John Keeney, Cpwa®, Crpc®, Crps®
Colleague at Beacon PointeColumbia, Maryland, United States
View →
JF
James Franklin
Colleague at Beacon PointeDenver Metropolitan Area, United States
View →
MD
Michael Dow, Cpa, Cfa, Caia
Colleague at Beacon PointeNewport Beach, California, United States
View →
JH
Janic Hoyuela, Cpfa
Colleague at Beacon PointeGreater New Orleans Region, United States
View →
MW
Marc Wolff
Colleague at Beacon PointeSarasota, Florida, United States
View →
KS
Kristina Sabo
Colleague at Beacon PointeDallas-Fort Worth Metroplex, United States
View →
CH
Christine Harman
Colleague at Beacon PointeSarasota, Florida, United States
View →
3 education records
Lance Wexler education
Education record
The Aji Network
Education record
FAQ
Frequently asked questions about Lance Wexler
Quick answers generated from the profile data available on this page.
What company does Lance Wexler work for?
Lance Wexler works for Beacon Pointe.
What is Lance Wexler's role at Beacon Pointe?
Lance Wexler is listed as Partner and Senior Wealth Manager at Beacon Pointe.
What is Lance Wexler's email address?
AeroLeads has found 1 work email signal at @beaconpointe.com for Lance Wexler at Beacon Pointe.
What is Lance Wexler's phone number?
AeroLeads has found 1 phone signal(s) with area code 508 for Lance Wexler at Beacon Pointe.
Where is Lance Wexler based?
Lance Wexler is based in Santa Cruz, California, United States while working with Beacon Pointe.
What companies has Lance Wexler worked for?
Lance Wexler has worked for Beacon Pointe, Nexus Wealth Advisors, Casa Of Santa Cruz County, Coastal Watershed Council, and Waddell & Reed.
Who are Lance Wexler's colleagues at Beacon Pointe?
Lance Wexler's colleagues at Beacon Pointe include Alicia Ford, Diana Brown, James Elliott, John Keeney, Cpwa®, Crpc®, Crps®, and James Franklin.
How can I contact Lance Wexler?
You can use AeroLeads to view verified contact signals for Lance Wexler at Beacon Pointe, including work email, phone, and LinkedIn data when available.
What schools did Lance Wexler attend?
Lance Wexler holds Ba from University Of California, Santa Cruz.
What skills is Lance Wexler known for?
Lance Wexler is listed with skills including Leadership, E Commerce, Planning, Online Marketing, Financial Planning, Event Planning, Business Development, and Communication.
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