Beacon Pointe Advisors - The Alameda

Beacon Pointe Advisors is a registered investment advisor in San Jose serving private clients, ultra-high-net-worth individuals, business owners, retirement plans, and foundations. The firm offers comprehensive wealth management services including customized investment management, retirement planning, estate planning, and wealth strategy designed to help clients make informed decisions about their financial future. Led by experienced managing directors including Gene Ka (CPWA®) with over 30 years in the industry, Beacon Pointe emphasizes transparency and detailed strategic planning tailored to each client's unique needs.