#Beacon Pointe #Financial Advisor #Allison Kvikstad

Allison Kvikstad Becomes Managing Director at Beacon Pointe Advisors

In a significant move in the financial advisory space, Allison Kvikstad, a distinguished financial professional, has been appointed as a Partner and Managing Director at Beacon Pointe Advisors. With a rich background as a Senior Private Wealth Advisor at Ellevest, Kvikstad brings nearly three decades of experience specializing in wealth management for high-net-worth individuals, including women and families.

Allison Kvikstad is not just a financial advisor; she is a respected advocate for financial literacy. Throughout her career, she has shown a deep commitment to empowering clients to take charge of their economic futures. At Beacon Pointe, she will join a collective of talented female managing directors and advisors who are at the forefront of the wealth management industry in various influential markets across the United States.

A Vision for Women's Financial Empowerment

Kvikstad's addition to the Beacon Pointe team aligns perfectly with the company's mission to elevate women's financial education and independence. Taking on a pivotal role within the Beacon Pointe Women's Advisory Institute, she will help shape initiatives designed to foster financial literacy among women, a cause she has passionately supported throughout her career.

Her previous roles, notably her time at Ellevest, equipped her with insights into the unique financial challenges faced by women. This understanding is set to enhance the firm’s outreach and education efforts, bridging the gap in financial knowledge for female clients.

Allison holds prestigious credentials, including the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Divorce Financial Analyst (CDFA®), which position her as an authority in advising clients on intricate financial matters. She also possesses a master’s degree in finance from Golden Gate University and has contributed to the academic field as a guest lecturer at premier institutions like UC Berkeley and Stanford.

Collaborative Approach to Wealth Management

In her new role, Kvikstad will work alongside Associate Wealth Advisor, Valerie Marquez, who will support the operational elements including investment strategies, portfolio management, and client relations. This collaboration aims to provide comprehensive financial services that cater to the needs of clients at every life stage.

According to Kvikstad,