
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
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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