Financial Advisors
San Jose, CA
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.
Ideal for: Ultra-high-net-worth individuals, Business owners, Retirees, Families with complex estates
Service area: San Jose, Silicon Valley, and San Francisco Bay Area
CPWA® Certification: Managing Director Gene Ka holds the Certified Private Wealth Advisor® designation, reflecting advanced expertise in wealth management and comprehensive financial planning.
Tailored Wealth Solutions: The firm designs customized financial plans on an open platform with diverse investment strategies, ensuring solutions are matched to individual family and asset circumstances rather than proprietary products.
Registered Investment Advisor: Beacon Pointe Advisors is a registered investment advisor offering institutional-quality fiduciary management to both individual and institutional clients.
Address: 2021 The Alameda STE 390, San Jose, CA 95126
Phone: (408) 984-8777
Website: beaconpointe.com
Looking for more options?
See more Financial Advisors in San Jose →