Shannon Eusey

Shannon Eusey Email and Phone Number

CEO Founder Beacon Pointe Advisors | Public Board Member @ Beacon Pointe
Shannon Eusey's Location
Newport Beach, California, United States, United States
Shannon Eusey's Contact Details
About Shannon Eusey

We are an investment consulting firm committed to providing our clients with the resources to help them make the most informed decisions on any issues related to their portfolios and wealth. We utilize research driven investments as we focus on full service financial planning.

Shannon Eusey's Current Company Details
Beacon Pointe

Beacon Pointe

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CEO Founder Beacon Pointe Advisors | Public Board Member
Shannon Eusey Work Experience Details
  • Beacon Pointe
    Ceo And Co-Founder
    Beacon Pointe Mar 2002 - Present
    Newport Beach, California, Us
    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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  • Beacon Pointe
    Women'S Advisory Institute Board Member
    Beacon Pointe 2012 - Present
    Newport Beach, California, Us
    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 is to educate, engage and empower. For more information, please see our website: www.beaconpointeWAI.com
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  • Pacific Mercantile Bank
    Member Board Of Directors
    Pacific Mercantile Bank May 2019 - Present
    (NASDAQ: PMBC) Accepts fiduciary duties and obligations, including a firm commitment to put the Bank’s interests ahead of personal interests and to avoid conflicts of interest. Partners with the CEO and other board members to ensure that board resolutions are carried out. Approves the annual budget, audit reports, and material business decisions; be informed of, and meet all, legal and fiduciary responsibilities.
  • Your Dollars, Our Sense
    Book Author
    Your Dollars, Our Sense Jan 2018 - Present
    Currently rated at 5-stars from Amazon customer reviews and is now an International Best Seller, having ranked #1 in six different business and finance categories. The book and its authors have been featured on KKFX Fox 11, KMIR NBC Desert Living, CBS 8 San Diego, VoyageLA Magazine and the KTLA 5 Morning Show.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 in a fun, informative manner without the dryness often associated with the topic.
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  • University Of California, Irvine - The Paul Merage School Of Business
    Professor, Wealth Management
    University Of California, Irvine - The Paul Merage School Of Business Apr 2014 - Apr 2019
    Irvine, Ca, Us
    The course is designed to give students an overview of real world considerations needed to connect singular functional areas that comprise personal and business wealth management, including basic and advanced estate planning, investment management, tax management, life/liability and property/casualty insurance, medical and long-term care coverage, retirement and philanthropy considerations. Learning a unified approach to managing wealth will provide students with a better understanding of how an individual and/or family can have greater success in the accumulation, management, preservation and distribution of wealth during various life stages.
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  • Roxbury Capital Management
    Senior Managing Director
    Roxbury Capital Management Jan 1994 - Jan 2002
    Us
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  • Roxbury Capital Management
    Senior Managing Director
    Roxbury Capital Management 1994 - 2002
    Us
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Shannon Eusey Skills

Investment Advisory Financial Planning Investment Advisory Services Investment Management Mergers And Acquisitions Endowments Philanthropy Wealth Management Board Of Directors

Shannon Eusey Education Details

  • Ucla
    Ucla
    Finance
  • Uc Irvine
    Uc Irvine
    Ba

Frequently Asked Questions about Shannon Eusey

What company does Shannon Eusey work for?

Shannon Eusey works for Beacon Pointe

What is Shannon Eusey's role at the current company?

Shannon Eusey's current role is CEO Founder Beacon Pointe Advisors | Public Board Member.

What is Shannon Eusey's email address?

Shannon Eusey's email address is se****@****sor.com

What is Shannon Eusey's direct phone number?

Shannon Eusey's direct phone number is +194971*****

What schools did Shannon Eusey attend?

Shannon Eusey attended Ucla, Uc Irvine.

What skills is Shannon Eusey known for?

Shannon Eusey has skills like Investment Advisory, Financial Planning, Investment Advisory Services, Investment Management, Mergers And Acquisitions, Endowments, Philanthropy, Wealth Management, Board Of Directors.

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