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Kathryn C

CFP®, Series 63, Series 66

Plymouth, MN

Beacon Pointe Advisors, LLC

Kathryn Cullen Huebschen is a CFP® professional at Beacon Pointe Advisors, LLC with 14 years of industry experience. She previously worked at BlackRock Investments LLC and Charles Schwab, among other firms. Outside of her advisory role, she volunteers with the CFP Board Center for Financial Planning’s Workforce Development Advisory Group and serves on the board of directors for Brighter Children, a nonprofit focused on investing in educational initiatives for marginalized communities. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, and outsourced CIO services to individuals, corporations, pension plans, and institutional clients. The firm uses a mix of active and passive strategies across public and private assets and conducts ongoing due diligence on third-party independent managers through its internally maintained “Focus List.”

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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