Beacon Pointe
Sara is an associate within the Institutional Consulting Services Group at Beacon Pointe. Her duties range from preparing client performance reports and conducting asset allocation studies to investment manager research. Prior to joining Beacon Pointe, Sara earned her B.S. in Finance from California Polytechnic San Luis Obispo.
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Beacon Pointe
Beacon Pointe is a financial services company providing financial consultancy services for individuals, families, and institutions.