Heidi Benavidez Location
Newport Beach, CA, US
Heidi Benavidez Work
- 2021 - 2024 Partner, Managing Director @ Beacon Pointe
- 2016 - 2021 Managing Partner @ Pacific Edge Advisors
- 2006 - 2016 Vice President, Senior Wealth Manager @ BNY Wealth
- 2005 - 2006 Financial Representative @ JPMorgan Chase & Co.
- 2000 - 2005 Enrollment Specialist @ The LBL Group
Heidi Benavidez Education
- California State University-Long Beach
Bachelor of Science (Finance, Investments Concentration)
- Chartered Financial Analyst (CFA)
Heidi Benavidez Skills
- Wealth Management
- Investments
- Estate Planning
- Investment Management
- Insurance
- Asset Allocation
- Portfolio Management
- Equities
- Fixed Income
- Alternative Investments
Heidi Benavidez Summary
Heidi Benavidez, based in Newport Beach, CA, US, was previously a Partner, Managing Director at Beacon Pointe. Heidi Benavidez brings experience from previous roles at Pacific Edge Advisors, BNY Mellon Wealth Management, JPMorgan Chase and The LBL Group. Heidi Benavidez holds a Bachelor of Science in Finance, Investments Concentration @ California State University-Long Beach. With a robust skill set that includes Wealth Management, Investments, Estate Planning, Investment Management, Insurance and more. Heidi Benavidez has 1 emails and 1 mobile phone numbers on RocketReach.
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