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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vanessa? Claim Your ProfileVanessa Burnett is a financial advisor registered with Beacon Pointe Advisors, LLC. Vanessa Burnett is a Certified Financial Planner and has been in the industry since 2008. She is active in California, Texas, and Virginia. Vanessa Burnett has experience with individual investors, high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. She specializes in financial planning, portfolio management, and consulting services. Vanessa Burnett has previously worked at United Planners' Financial Services of America and NRP Financial, Inc.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
10/16/2024 - Present
Beacon Pointe Advisors, LLC (Pasadena CA)
CA
10/08/2009 - 12/31/2018
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PASADENA CA)
CA
11/26/2008 - 10/13/2009
NRP FINANCIAL, INC. (PASADENA CA)
BOTH
Issued 03/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/25/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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