Liliana Marina Milenia Sobaszek

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

• 09/2022 → 04/2025
  Beacon Pointe Advisors, Llc
  Newport Beach, CA
• 08/2018 → 05/2022
  California State University, Fullerton
  Fullerton, CA
• 05/2022 → 09/2022
  Unemployed
  Yorba Linda, CA
• 03/2019 → 01/2020
  Maki Yaki
  Placentia, CA
• 08/2017 → 10/2018
  Mimi's Cafe
  Yorba Linda, CA
• 11/2018 → 02/2019
  Unemployed
  Yorba Linda, CA
• 08/2014 → 08/2018
  Yorba Linda High School
  Yorba Linda, CA
• 04/2025 → Present
  Beacon Pointe Advisors, Llc
  Newport Beach, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-21