CoverProfile

Leigh Moglia

Senior Wealth Advisor

Beacon Pointe Advisors

United States, California, Newport Beach

About Me

Leigh is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Leigh was a Partner at YorkBridge Wealth Partners (which merged with Beacon Pointe in 2023). Before that, he was a Vice President at Lebenthal Wealth Advisors working with clients on financial planning and portfolio construction. Leigh graduated from New York University with a BA in Economics and holds the Certified Financial Planner™ (CFP®) and CFA charterholder designations in addition to being a member of the CFA Society of New
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Profile Information

Senior Wealth Advisor

Beacon Pointe Advisors

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Newport Beach

California

United States

May 16, 2024

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