Anenberg Asset Management

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients best interests are the driving force in the relationship.

The Steadfast Group, located in Corona del Mar, CA, offers outsourced remote accounting support tailored for small to medium-sized companies and high-net-worth individuals across the United States. Their services are designed to integrate seamlessly into clients' operations, allowing them to concentrate on their core priorities, whether it be business, family, or leisure. Specializing in both comprehensive and supplemental accounting services, the Steadfast Group provides business leaders with timely financial insights that facilitate informed decision-making. By delivering a higher level of financial expertise at a cost-effective rate, they alleviate the challenges of managing an in-house accounting function. Generated from the website