- Gene Ka
- Owner
Beacon Pointe Advisors
- 50 W San Fernando St, Suite 405
- San Jose, California
- 95113
- Phone: (408) 558-1660
- Website
Description
At Beacon Pointe, we go beyond the traditional role of a financial planner, embracing the role of a holistic advisor, committed to steering you through life's pivotal financial choices. Whether contemplating your retirement timeline, navigating multi-generational wealth transfers, or designing a tax-efficient investment portfolio, we understand the inherent stress these decisions can induce. Trust Beacon Pointe Advisors to help you transform financial complexities into opportunities.
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