
Commie Stevens
Partner, Managing Director - Strategic and Financial Planning
Beacon Pointe Advisors
United States, California, Newport Beach
About Me
As Chief Practice Officer and member of the Beacon Pointe, LLC Board, Commie is passionate about improving the client and advisor experience. She originated our allWEALTH® approach and is focused on the development of life and legacy solutions and tech-enabled systems that make it easier for advisors to provide proactive, personalized advice and be advice-ready as life changes. Commie also oversees the firm’s approach to financial, estate and legacy planning and is a proud founding member of Beacon Pointe Women’s Advisory Institute and co-author of Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters. Before joining Beacon Pointe Advisors, Commie practiced estate planning at A
Profile Information
Partner, Managing Director - Strategic and Financial Planning
Beacon Pointe Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Newport Beach
California
United States
May 15, 2024
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