OC Business Journal

Commie Stevens, Chief Practice Officer, Managing Director or Wealth Planning

Beacon Pointe Advisors, Newport Beach

Upon joining Beacon Pointe in 2008, Commie Stevens quickly became an integral member of the leadership team. Over the course of the last 13 years, Stevens has been instrumental in many initiatives including serving as one of the founders of Beacon Pointe's Women's Advisory Institute in 2011, a contributing co-author for the international bestselling book, "Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters," which has ranked #1 in six different business and finance categories since being published, and as the innovator behind Beacon Pointe's allWEALTH® custom approach to strategic and financial planning. allWEALTH® is a value-driven program that helps advisors dig deeper with their clients, allowing them to live more holistically wealthy lives, aligning their money, time and talents. Stevens is an equity partner in the Newport Beach based $19+ billion registered investment advisory firm with a leadership team of over 50% women.

WOMEN IN BUSINESS AWARDS

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2021-09-13T07:00:00.0000000Z

2021-09-13T07:00:00.0000000Z

https://ocbusinessjournal.pressreader.com/article/283832921613769

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