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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
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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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