Beacon Pointe Advisors
50 West San Fernando Street, San Jose, California, United States
About the Beacon Pointe Advisors
Beacon Pointe Advisors is a finance institution located at 50 West San Fernando Street in San Jose, California. They offer Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services. As one of the largest Registered Investment Advisor firms in the nation, Beacon Pointe works with institutions, defined contribution plans, individuals, and families. Their team of investment advisors and financial planners in San Jose focus on full-service financial planning and research-driven investments.
Their holistic allWEALTH® approach addresses all aspects of financial well-being, including wealth and retirement planning, estate and tax strategy planning, insurance reviews, charitable giving, education planning, and more. They also provide life transition support for divorcées and widows, financial planning for business owners, and multi-generational family wealth and legacy planning.
The team at Beacon Pointe looks forward to connecting with clients virtually or at their San Jose office to assist with investment portfolios and financial planning needs. The office is managed by Gene, who has over three decades of experience in the financial industry. Melissa is a relationship manager responsible for providing customized solutions to meet clients' financial goals, while Thu handles office management and administrative operations. Billy is an Associate Wealth Advisor who partners with advisors to ensure a personalized wealth management experience.
Beacon Pointe Advisors is a Registered Investment Advisor, and certain representatives also offer securities through APW Capital, Inc. The firm offers private wealth management, institutional consulting, retirement plan services, and partnership opportunities. They provide resources such as press releases, articles, case studies, podcasts, videos, and webinars on their website. Additionally, they offer an automated investment management service called Institutional Intelligent Portfolios®.
Photos of Beacon Pointe Advisors
50 W San Fernando St Suite 405, San Jose, CA 95113, United States
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