Beacon Pointe Wealth Advisors, part of the Beacon Pointe family of companies (including Beacon Pointe Advisors, one of the largest Registered Investment Advisory firms in the country), publicly announced that Stephanie Rumold, an investment professional with 15 years of experience, has joined Beacon Pointe Wealth Advisors (San Jose, CA office) as an advisor.
As an advisor for Beacon Pointe Wealth Advisors, Stephanie Rumold will be responsible for providing customized wealth management solutions for clients. Beacon Pointe Wealth Advisors’ private clients benefit from the ability to capitalize on Beacon Pointe’s institutional scale to develop portfolios tailored for individuals. The firm takes a holistic wealth advisory approach — before developing a client’s portfolio, advisors at Beacon Pointe gain a thorough understanding of the client’s financial situation, risk tolerance and life and legacy goals. Beacon Pointe’s unique financial planning process provides a client with the framework to make important life decisions armed with an understanding of the potential financial impact of those decisions.
“Stephanie has shown a unique ability to truly connect with clients and understand their personal objectives and what motivates them as it relates to their assets. This has greatly contributed to her past success and I look forward to working with her as she combines her many talents with the planning and investment resources of Beacon Pointe Wealth Advisors in order to continue to help her clients,” stated Rocky Lin, Managing Director of Beacon Pointe Wealth Advisors – San Jose, CA.
Before joining Beacon Pointe Wealth Advisors, Stephanie worked for First Republic, and prior to that, she was an investment advisor at Opes Advisors. She has also held roles as vice president and financial consultant with Charles Schwab and Co. Previously, she worked in the Premier Banking Group of Bank of America, managing a portfolio of high-net-worth clients.
Stephanie is a member of the E-women’s Network in Palo Alto, earned a bachelor’s degree in business administration with an emphasis in finance from Boise State University, and she holds the Certified Financial Planner (CFP®) designation.
About Beacon Pointe Wealth Advisors
Beacon Pointe Wealth Advisors is a comprehensive wealth advisory firm. Our focus is our clients, and best serving their needs and goals for their wealth. At Beacon Pointe Wealth Advisors, we understand that the needs and financial aspirations of clients are unique. Whether it is investment management, financial planning, retirement planning or estate planning, we are focused on our clients and our fiduciary role in their financial futures.
Through shared ownership and affiliation with Beacon Pointe Advisors, one of the nation’s largest independent Registered Investment Advisors (RIA) with approximately $5.6 billion in assets under management, Beacon Pointe Wealth Advisors is able to deliver a distinctive investment approach comprised of some of the country’s leading investment managers.