Since founding Beacon Pointe Advisors in 2002, CEO and partner Shannon Eusey has grown it into the country’s largest female-owned and led Registered Investment Advisory firm, with over $10 billion in assets, 14 offices nationwide and nearly 160 employees. A graduate of the [School of Social Sciences] University of California, Irvine … Eusey stresses the importance of making financial planning holistic and accessible. She spoke to Worth about how she’s expanding her firm from its Newport Beach, Calif., base, getting corporate culture right and what she wishes she had known in business school.

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