Vanessa Young Burnett

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2008 → 09/2024
  Bridge Advisory (F/K/A Penniall & Associates)
  Pasadena, CA
• 08/2009 → 12/2018
  United Planners' Financial Services
  Scottsdale, AZ
• 10/2024 → Present
  Beacon Pointe Advisors, Llc
  Pasadena, CA
• 10/2024 → Present
  Beacon Pointe Insurance Services
  Pasadena, CA

Previous Registrations

• 2009-10-16 → 2024-10-31
  Bridge Advisory Llc
  Pasadena, CA
  Pasadena, CA
• 2011-06-24 → 2013-09-05
  Pension Architects Advisory Group, Llc
  Pasadena, CA

Other Businesses

BEACON POINTE INSURANCE SERVICES, LLC INVESTMENT RELATED: No ADDRESS: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA, 92660 NATURE OF BUSINESS: Insurance Agency POSITION/TITLE: Agent START DATE: 10/2024 HRS/MO DURING SECURITIES TRADING HOURS: 10 hrs./Mo. DUTIES: Sale of insurance products (life/health/accident) ELIZABETH HOUSE INVESTMENT RELATED: No ADDRESS: 559 N El Molino Ave, Pasadena, CA 91101 NATURE OF BUSINESS: Non Profit POSITION/TITLE: Board of Directors Secretary START DATE: 10/2019 HRS/MO DURING SECURITIES TRADING HOURS: 0 DUTIES: Charitable work raising funds, as secretary taking meeting notes, help with events, etc.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-24

Designations

• Certified Financial Planner

Other Names

• Vanessa Y Burnett
• Vanessa Y Burnett