Landen Lunsway, CFP®, is a Managing Director at Beacon Pointe Advisors (BPA) Arizona and is responsible for working with clients to meet their investment and income objectives. With over 21 years of experience in the financial industry, Landen has extensive knowledge of investments, insurance, tax, estate and retirement planning. Prior to joining Beacon Pointe Advisors, Landen was a Portfolio Manager with Capital Investment Counsel, and prior to that worked with large investment advisory clients at Charles Schwab Advisor Services. He graduated magna cum laude from Northern Arizona University with a B.S. in Finance. He is a member of the Financial Planning Association (FPA) and holds the C
Landen Lunsway
Managing Director
Beacon Pointe Advisors
United States, Arizona, Scottsdale
About Me
Profile Information
Managing Director
Beacon Pointe Advisors
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Scottsdale
Arizona
United States
Oct 9, 2024
Work Experience
Beacon Pointe Advisors
Managing Director Nov 2014 - Present
Email: llunsway@beaconpointe.com
More profiles to browse
MF
Mark Flint
Partner, Managing Director
BM
Bruce Meyer
Partner, Senior Managing Director
Rocky Daigle
Partner, Managing Director
SP
Scott Plamondon
Vice President, Beacon Pointe Insurance Services
You Might Like
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation