Elevate Your Financial Future with Our
Campbell Private Wealth Management Advisory Team
Embark on a journey to align your financial aspirations with tangible success through Beacon Pointe’s distinguished private wealth management services in Campbell, California.
We’re Local
900 E. Hamilton Avenue Suite 120 Campbell, CA 95008
Your Center of Financial Empowerment
Forge a path towards financial freedom by establishing goals with Beacon Pointe Advisors. Collaborate with us to not only define but work towards achieving your aspirations. With Beacon Pointe, your journey is guided by meticulously crafted, custom-tailored strategies, ensuring that your private wealth becomes a powerful catalyst for the realization of your unique objectives.
How We Can Assist You
Our dedicated Campbell advisory team is eager to provide you with fiduciary-driven wealth management guidance.
Access to Institutional Quality Investments
Fulfilling Life and Legacy Planning
Impact Initiatives that Make a Difference
Achieve Financial Security
Mitigate the risk of financial loss and optimize your financial well-being with our Campbell wealth management services. We are dedicated to guiding you towards a future that is not only more secure but also wealthier.
Private Wealth Management Services
At Beacon Pointe in Campbell, California, we work with individuals from all walks of life, committed to providing tailored financial solutions and wealth management services for each unique journey.
Multi-Generational Families
Safeguard the future of your family through comprehensive multi-generational wealth management and planning. With Beacon Pointe, proactively plan for the years ahead, securing your family’s financial well-being. Our strategies are designed to minimize the risk of financial loss, providing a foundation for lasting prosperity.
Entrepreneurs & Business Owners
Navigate the complexities of business ownership with confidence by leveraging Beacon Pointe’s private wealth management expertise. Collaborate with us to mitigate financial risks associated with entrepreneurship. Our tailored plans not only protect your family but also ensure your business aligns seamlessly with your future objectives.
Individuals in Life Transitions
No matter the stage of life or the transitions you’re facing, our Campbell team is ready to guide you through managing your private wealth. Partner with us today to secure a more robust financial future, tailored to your unique circumstances. With Beacon Pointe, face life’s changes with financial confidence.
Invest Smarter, Better and Stronger
Empowering Financial Leadership for All
Discover Your Campbell Wealth Management Partner
Andrea Christopherson
Client Service Manager
Andrea is a Client Service Manager and is responsible for partnering with Beacon Pointe’s advisory team to enhance the client service experience and foster client relationships. Her responsibilities include supporting both front and back office client service and account management, administration, processing paperwork for new and existing accounts, handling money transfers, and communicating with clients to provide the highest level of service. Andrea graduated from the University of Washington with a B.A. in Business Administration and currently resides in Tacoma, WA. She is originally from Bainbridge Island, WA and in her free time she enjoys weightlifting, yoga, reading, and spending time with her son and other family and friends.
Bianca Lorincz
Office Manager
Bianca serves as the Office Manager at Beacon Pointe’s Campbell office. With over four years of leadership experience, she specializes in operations administration and event coordination. Bianca is adept at handling complex tasks ranging from facilities management and maintenance to office supplies procurement and scheduling. Her responsibilities also include organizing events and fostering collaboration among teams to meet organizational objectives. Outside of work, Bianca enjoys spending quality time with her husband and daughters, traveling, and escaping into her books.
Brianna Mariolle, CFA®
Partner, Senior Wealth Advisor
Brianna is a Partner and Senior Wealth Advisor in the Beacon Pointe Campbell office who specializes in providing comprehensive wealth management advice to ultra-high-net-worth individuals and families. With over a decade of experience, her approach combines a deep understanding of complex financial entities with a focus on multi-generational, long-term growth. She works closely with clients to navigate the intricacies of estate planning, tax strategies, wealth transfer, investment management, and risk mitigation in order to create tailored recommendations for each client. Her goal is to build strong, lasting relationships, while ensuring that clients not only achieve their financial goals but also feel confident and informed every step of the way.
Brianna earned her B.S. in Economics from The Wharton School, University of Pennsylvania, with a triple concentration in Finance, Risk Management, and Operations & Information Management. She is also a Chartered Financial Analyst (CFA®) and a member of the Bay Area chapter. Brianna currently resides in Redwood City, CA, with her husband and dog, where she serves on the board of the Redwood City Improvement Association. Outside of the office, she enjoys traveling, following current events and financial markets, and trying new culinary experiences.
Cameron Meek, CFP®
Associate Wealth Advisor
Cameron (Cam) is an Associate Wealth Advisor in the Beacon Pointe Campbell office. She specialized in financial planning and assists with investment strategy implementation, portfolio performance reporting, and asset allocation modeling. Prior to joining Beacon Pointe, Cam began her career at Morton Wealth in 2020, building financial plans and servicing clients, and most recently as a Financial Advisor Associate at Regatta Capital Group. She currently holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and graduated from Pepperdine University. Cam is originally from North Dakota but now resides in Santa Monica. Outside of work, Cam enjoys playing beach volleyball and softball with friends, taking dance classes, and spending time with her fur baby, Beans.
Danielle Wen
Associate Regional Director
Danielle is an Associate Regional Director responsible for coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners in Northern California. Prior to joining Beacon Pointe, Danielle held the position of Vice President, Fixed Income Sales at Credit Suisse and UBS. She is also an entrepreneur, having started a nationally recognized fashion tech brand. Danielle graduated with a Bachelor of Science degree in Economics from Massachusetts Institute of Technology (MIT) and is proficient in Mandarin Chinese. She resides in San Francisco and enjoys sailing in the Bay and the great outdoors.
Danielle Yoshida
Client Service Associate
Danielle is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Danielle earned her Bachelor of Science degree in Business Administration with a minor in English from the University of Oregon. Outside of the office, Danielle enjoys exploring the outdoors, running, reading, and spending time with family and friends.
Georgia Bennicas
Senior Wealth Advisor
Georgia is a Senior Wealth Advisor for Beacon Pointe’s Portola Valley office and is responsible for working with clients to meet their investment and income objectives. With over 35 years of experience in the financial services industry, Georgia has comprehensive expertise in designing personalized securities portfolios, formulating retirement plans, implementing tax strategies and estate objectives, and analyzing real estate investments for clients. Prior to joining Beacon Pointe, Georgia founded Bennicas and Associates (which merged with Beacon Pointe in 2023). Georgia earned her bachelor degree’s in both Economics and Business Administration from Notre Dame.
Gregory Taylor, CFA®, CFP®
Senior Wealth Advisor
Gregory Taylor, CFA®, CFP®, is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for advising and providing customized wealth management solutions for clients. He has extensive experience in both retirement and financial planning as well as investments. Prior to joining Beacon Pointe, Greg was a Regional Vice President at Mercer Advisors and a Financial Analyst at Falcon Point Capital. Greg graduated from the University of California, San Diego where he earned a bachelor’s degree in Quantitative Economics & Decision Sciences. He holds both the Chartered Financial Analyst® (CFA®) and the CERTIFIED FINANCIAL PLANNER® (CFP®) designations. Greg resides in Moraga, California with his family where he continues to enjoy his passion for mountain biking and skiing.
John Zhang, AAMS®
Senior Client Service Associate
John is an Associate Wealth Advisor in Beacon Pointe’s Northern California office, and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Prior to joining Beacon Pointe, John spent over a decade in an operations role at Charles Schwab where his managerial responsibilities included recruiting, training and managing financial consultants. In addition to earning his B.A. in Business Management Economics at University of California, Santa Cruz, John holds the Accredited Asset Management Specialist (AAMS®) designation. Outside of the office, John is a nature lover and enjoys outdoor activities such as hiking and camping.
Junior Valenzuela
Associate Wealth Advisor
Junior is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Junior worked as a Financial Advisor at Thrivent. He earned a Master of Science degree in Financial Planning from Golden Gate University and currently resides in Central California. Outside of the office, he enjoys golfing, attending sporting and music events, and spending time with friends and family.
Lance Wexler
Partner, Senior Wealth Advisor
Lance Wexler is a Partner and Senior Wealth Advisor within Beacon Pointe’s Santa Cruz office and is responsible for coordinating with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial and legacy goals. Lance has over 25 years of experience and knowledge of investment management and financial planning. Learning about money, markets and small business management at an early age, Lance’s passion for financial services was fostered by his grandfather, Vern, who would hand him the business section of the paper and quiz him on the stocks they owned starting when he was only 8 years old. Prior to joining Beacon Pointe, Lance founded Nexus Wealth Advisors which merged with Beacon Pointe in 2022. He graduated from University of California, Santa Cruz with a degree in Economics and participated in coursework toward a Doctor of Clinical Psychology at Alliant International University in San Diego. In 2007, he completed the Business Professionals Course, a rigorous two-year professional program produced by The Aji Network. Lance is involved in several nonprofit organizations and is a member of the Community Foundation of Santa Cruz County finance committee. Lance currently resides in Scotts Valley, California with his wife and two children, and his favorite activities include hiking, surfing, diving, tennis, nature photography, carving stone, connecting with people, and exploring and discovering the world with his children.
Leah Loewenthal
Senior Associate Wealth Advisor
Leah is a Senior Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions to help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Leah began her career in the financial services industry in 2013, gaining experience in various roles at Oppenheimer & Co., UBS, Morton Capital, and Wells Fargo. Leah graduated from California Polytechnic State University, San Luis Obispo with a B.S. in Animal Science. Outside of the office, Leah enjoys traveling, exploring the outdoors, and coaching basketball.
Levi Larsen, CFP®
Senior Wealth Advisor
Levi Larsen, CFP®, is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for advising and providing customized wealth management solutions for clients. Levi began his career in the financial services industry in 2010, gaining extensive experience in both retirement and financial planning. Prior to joining Beacon Pointe, he was a Director of Financial Planning at Edelman Financial Engines, and VP – Financial Consultant at Charles Schwab. Levi graduated from Brigham Young University with a bachelor’s degree in Biology and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Levi currently resides in San Jose with his wife and spends his free time pursuing his passion for golf, swimming, rock climbing, travel, and cuisine.
Michael Dunn
Senior Wealth Advisor
Michael Dunn is a Senior Wealth Advisor within Beacon Pointe’s Portola Valley office and is responsible for coordinating with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial and legacy goals. With over 30 years of experience in the financial services industry, Michael has extensive knowledge of investments, insurance, tax, estate, and retirement planning. Michael began his career at Fidelity and Schwab before transitioning to a role at Roberson Stevens for ten years. He then served as a partner at both Elijah Asset Management and eventually Dalton Greiner Hartman & Maher. Prior to joining Beacon Pointe, Michael was a partner at Bennicas & Associates (which merged with Beacon Pointe in 2023). Michael earned his bachelor’s degree in Economics and History from the University of Massachusetts, Amherst.
Nathan Spruiell
Associate Wealth Advisor
Nathan is an Associate Wealth Advisor for Beacon Pointe’s Campbell office and is responsible for providing a personalized wealth management experience by partnering with Beacon Pointe’s investment and financial planning teams. His duties include asset allocation modeling, investment strategy implementation, portfolio performance reporting, and client services. Prior to Beacon Pointe, Nathan worked as a data analyst for six years building reports and performing research. Nathan graduated from Santa Clara University with a bachelor’s in finance. Outside of the office, he enjoys video games, Dungeons and Dragons with his friends, and spending quality time with his family and pets.
Nicole Hong
Client Service Associate
Nicole Hong is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Nicole earned her B.A. degree in Economics and Musical Studies from Oberlin College and Conservatory. Outside of the office, Nicole enjoys practicing yoga, singing, spending time with family and friends, and is a self-proclaimed foodie.
Olivia Phillips
Senior Client Service Associate
Olivia is a Senior Client Service Associate for Beacon Pointe’s Northern California office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Their duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. They come to Beacon Pointe with five years experience in operations, client service, training, and alternative investment processing. Olivia graduated from the University of Dayton with a degree in marketing. In their free time, they enjoy reading, playing games with friends, and spending time outdoors with their dog.
Pascal Menut
Wealth Advisor
Pascal is primarily responsible for coordination between the Beacon Pointe Wealth Advisors operational team and the advisors and for implementing customized wealth management solutions for clients. Prior to joining Beacon Pointe, Pascal was providing high-quality customer service and building customer relationships at Bank of the West. He earned a BBA degree in Finance from Loyola Marymount University in Los Angeles, CA. Pascal is also actively involved in amateur astronomy and astrophotography, participating in outreach and community events.
Phyu Phyu Theint
Business Administrative Assistant
Theint serves as a Business Administrative Assistant in the Beacon Pointe Campbell Office. She plays a key part in maintaining and updating client records, handling financial statements, contributing to special projects, and supporting the Operations Team. She is currently pursuing a degree in economics at Skyline College. Outside of the office, Theint enjoys spending time with family, exploring the outdoors, and practicing yoga.
Rocky Lin, CFA®
Partner, Managing Director
Rocky manages the client service and trading operations of the Northern California office. He oversees the advice and portfolio strategies implemented in Northern California. Prior to joining Beacon Pointe, Rocky was the Chief Investment Officer of Excelcia Financial Group and the Portfolio Manager for Excelcia Capital Partners a Global Macro Hedge Fund. His background is in Macroeconomic research, Portfolio Construction and Derivatives Trading. Rocky graduated from the University of California, Santa Barbara with a BA in Business Economics. He has earned the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Society of San Francisco. Rocky resides in San Jose, California where he continues to enjoy his passion for Ice Hockey and Snowboarding.
Ryan Lam, AIF®
Wealth Advisor
Ryan Lam, AIF®, is a Wealth Advisor at Beacon Pointe’s Campbell office and is responsible for advising and providing customized wealth management solutions for clients. He has experience in both retirement and financial planning as well as investments. Prior to joining Beacon Pointe, Ryan was a Financial Strategist at Fountainhead Advisors, providing comprehensive financial advice to clients. Ryan graduated from San Jose State University, earning a bachelor’s degree in business administration: marketing with a minor in economics, and holds the Accredited Investment Fiduciary® (AIF®) designation. Ryan resides in San Jose, California, with his family, and they enjoy snowboarding, motorsports, and the outdoors together.
Stephanie Rumold, CFP®
Senior Wealth Advisor
Stephanie Rumold, CFP® is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for advising and providing customized wealth management solutions for clients. With over 20 years of experience in the finance industry, Stephanie has extensive experience in retirement planning, investment management, insurance, charitable planning, and tax planning. Stephanie is passionate about empowering women around personal finance and is an active member of Beacon Pointe’s Women’s Advisory Institute. Prior to joining Beacon Pointe, Stephanie was a Managing Director at First Republic Private Wealth Management and a Vice President and Financial Consultant at Charles Schwab. Stephanie is a member of the Financial Planning Association and is a CERTIFIED FINANCIAL PLANNER® (CFP®).
Tony Han
Wealth Advisor
Tony is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Tony was a Case Manager at Excelcia Financial Group. He is primarily responsible for supporting the advisors and servicing clients before and after meetings. Mr. Han is married and lives with his wife in San Jose, CA. He enjoys golfing, fishing and spending time with family and friends.
Tyler Brock, CFP®
Senior Wealth Advisor
Tyler Brock, CFP® is responsible for advising and providing customized wealth management solutions for clients. He has extensive experience in both retirement and financial planning as well as investments. Prior to joining Beacon Pointe Advisors, Tyler worked for Bernstein Global Wealth Management, The Presidio Group, U.S. Trust, Goldman Sachs (SLK Fixed Income Division) and a local Registered Investment Advisor. Tyler graduated from the University of Colorado, Boulder where he earned a bachelor’s degree in business administration. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.
Wendy Kim
Director of Operations
Wendy is a Director of Operations at Beacon Pointe Advisors with over 25 years of experience in the financial services industry. Her experience expands from operations, client service, research, billing, training, onboarding, implementation, and technology. She is responsible for managing the office’s day-to-day operations, creating policies and procedures, supervising Associate Wealth Advisors and Client Service Associates, and collaborating with the Senior Wealth Advisors to create an exceptional client experience. In her spare time, she enjoys cooking, crafts, painting, reading, and spending time with her family, especially her two pups, Muffin and Biscuit.
Experience Financial Tranquility with Beacon Pointe in Campbell
Ready to embark on a journey towards a more secure and prosperous future? Our Beacon Pointe private wealth management advisory team in Campbell looks forward to partnering with you. Start your transformative journey today.
