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Former Ellevest Advisor, Allison Kvikstad, CFP®, CDFA®, Joins Beacon Pointe Advisors

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Beacon Pointe Advisors

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Mar 21, 2025

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Florida - Southwest

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NEWPORT BEACH, Calif., Tuesday, February 25, 2025 – Allison Kvikstad, CFP®, CDFA®, has joined Beacon Pointe Advisors as a Partner and Managing Director. Formerly a Senior Private Wealth Advisor at Ellevest, Kvikstad has nearly 30 years of professional investing experience and specializes in managing wealth for high-net-worth women, families, and private foundations.

With her deep passion and commitment to client empowerment, Allison Kvikstad becomes a valuable addition to Beacon Pointe, the largest female-led RIA in the nation. Allison joins an impressive group of female managing directors and advisors at Beacon Pointe in significant marketplaces across the country, including but not limited to Philadelphia (Jill Steinberg, CDFA®, MBA), New York (Carrie Gallaway, CFP®), Los Angeles (Indya Yuill and Vanessa Burnett, CFP®), Boston (Leigh Bivings, PhD, CDFA®, CFP®), Chicago (Heather O’Neill Fairbanks, CFP®, ChFC®), and Charleston (Stephanie Mackara, JD). She will also play a key role in advancing the Beacon Pointe Women’s Advisory Institute, supporting efforts to foster greater financial education and independence for women. Allison is a long-time financial literacy advocate and has held board positions at Dress for Success in San Francisco and the First Tee of Oakland. Prior to joining Beacon Pointe and her seven years at Ellevest, Allison was a Senior Investment Manager for Wells Fargo Wealth Management Group. Allison has a master’s degree in finance from Golden Gate University, holds the CERTIFIED FINANCIAL PLANNER® (CFP®) and Certified Divorce Financial Analyst (CDFA®) designations, and has guest lectured at UC Berkeley Haas School of Business, Stanford, and UC Davis.

Kvikstad is joined by Associate Wealth Advisor Valerie Marquez, who is a phenomenal team member supporting operational elements, including investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing.

“The move to Beacon Pointe provided me the opportunity to stay true to my mission of educating and empowering women and their families financially,” highlights Allison. “I’m thrilled to have resources and support to help serve clients at every stage of life. The culture fit was ideal, with Beacon Pointe leading the charge as the largest female-led RIA in the country and offering the option of impact investment opportunities to clients.”

“We’re delighted to have Allison join the Beacon Pointe family. Our firm has always been a place that attracts outstanding women advisors. We are a balanced group of dynamic professionals focused on taking the best care of our clients,” shares Matt Cooper, President of Beacon Pointe. Shannon Eusey, CEO of Beacon Pointe, adds, “Allison’s deep expertise and unwavering commitment to client success align perfectly with Beacon Pointe’s core values. Her leadership not only strengthens our team but also enhances the impact of our Women’s Advisory Institute, furthering our mission to serve women in all aspects of wealth management.”

Financial terms of the deal were not disclosed. Allison, Matt, and Shannon are available for interviews upon request.

You can read the full press release distributed nationally here.

About Beacon Pointe Advisors:

Beacon Pointe Advisors is one of the nation’s largest registered investment advisers (RIA) in the country, with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. For more information on Beacon Pointe Advisors, please visit www.BeaconPointe.com.

###

Media Contact:

Sydney Alacano

(949) 721-1792

salacano@beaconpointe.com

To view the original version of this article visit beaconpointe.com/former-ellevest-advisor-allison-kvikstad-joins-beacon-pointe-advisors/
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