Alicia is a Client Service Associate at the Beacon Pointe Palm Desert office. Her responsibilities include account administration, scheduling and assisting with client meetings, processing new and existing account paperwork, and communicating with clients to provide the highest levels of service. Outside of the office, she enjoys spending time with her family, taking trips to the beach, and exploring new places.
Estate Planning in Palm Desert, CA
Discover peace of mind through our estate planning services in Palm Desert, CA with Beacon Pointe Advisors. Our dedicated team tailors personalized strategies to safeguard your legacy, offering comprehensive reviews of your will and trust(s), and other essential estate planning documents.
We’re Local
73-833 El Paseo, Suite 102 Palm Desert, CA 92260
Secure Your Financial Future
with Estate Planning Assistance
Protect and empower yourself and your loved ones by ensuring your estate plan is in place and up to date. Our experienced estate planning team at Beacon Pointe Advisors is dedicated to providing the assistance you require during pivotal moments, ensuring a secure and well-planned legacy for you and your loved ones.
Personalized Estate Planning Guidance Designed Just for You
Experience the advantage of personalized estate planning advice catered to your unique needs. Our team is committed to providing tailored guidance, ensuring your assets are safeguarded and your legacy is preserved according to your wishes.
Attain Estate Planning Freedom
Unlock financial independence through our estate planning services. Our dedicated team works with you to chart a course towards securing your financial freedom, allowing you to live life on your terms.
Maximize Your Estate
with Our Palm Desert Financial Planning Team
Ensure the security and optimization of your investments in coordination with your financial and estate plans with the help of our experience wealth advisory team in Palm Desert.
Help Reduce Your Tax Bill Through
Our Estate & Tax Strategy Planning
Navigating the complexities of taxes can be daunting. Our wealth advisory team is staffed with trained professionals well-versed in the intricacies of taxes. Talk tax strategy whenever you need it from Beacon Pointe Advisors, ensuring confidence and accuracy in your estate planning.
Women & Men Have Unique Estate Planning Needs
Estate and financial planning should take into account the unique considerations that individuals may face based on factors such as gender. Women, on average, tend to have longer lifespans than men. This longevity introduces specific challenges, such as increased healthcare costs and potential long-term care needs, making it essential to craft personalized estate plans that address these aspects and ensure financial security throughout the entirety of one’s life and Beacon Pointe is here to help you.
Your Success is Our Priority
As one of the leading registered investment advisory (RIA) firms in Palm Desert and throughout the United States, Beacon Pointe Advisors takes pride in our holistic allWEALTH® approach that centers on aligning your wealth with what matters most to you. Our clients appreciate our unwavering commitment to your well-being, ensuring that we care about you and your family, and strive for nothing but the best for you and your finances.
Find Your Financial Advisor in Palm Desert
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Alicia Ford
Client Service Associate
Amber Lembo
Associate Financial Planner
Amber supports the Retirement Plan Services team within the Beacon Pointe Wealth Advisors Palm Desert office. Her responsibilities include a wide range of daily client service, onboarding new clients, scheduling and assisting with client meetings and document preparation for new and prospective clients, verification and processing functions related to 401(k) accounts and direct business. Prior to joining Beacon Pointe Wealth Advisors, Amber worked at Integrated Wealth management for six years as an Executive Client Service Associate with the Retirement Plan Services team. In 2008, Amber entered the financial/lending industry as a Loan Assistant and Loan Operations and Documentation Specialist at Canyon National Bank/Pacific Premier Bank. Amber is also a Notary Public. In her spare time, she enjoys staying active, spending time with her friends, family and her dog Trigger.
Brandt Kuhn, CFP®
Partner, Managing Director
Brandt is a financial planning-focused advisor. He creates financial plans that help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit. In addition, Brandt specializes in qualified retirement plans, including plan design, implementation, and management that help employers and employees reach their retirement savings goals. After graduating from California Polytechnic State University San Luis Obispo with a Bachelor of Science in Business Administration and a concentration in Financial Management, Brandt came home to the Palm Springs area. Brandt holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification. He serves on the board of the Desert Recreation District Foundation, the Advisory Board of The First Tee of the Coachella Valley, and the Palm Desert Chamber of Commerce. Brandt was honored by InvestmentNews as a 2019 ’40 Under 40’ financial advisor. He is also a graduate of the prestigious Leadership Coachella Valley program and serves on the Alumni Council. Outside of the office, Brandt enjoys golf, snowboarding, and spending time with his wife and their black lab/beagle, Abby.
Michele Sarna, AIF®, AWMA®, CFP®
Partner, Managing Director
Michele is responsible for the development of financial plans that help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, leverage tax laws, utilize financial products to their benefit, among other savvy financial services. In addition to the services highlighted, Michele specializes in qualified retirement plans, including plan design, implementation, and management that help employers and employees reach their retirement savings goals. Michele has extensive experience in investment management and the brokerage industry. Michele took a hiatus from the finance industry when she moved to the desert to help her husband run and manage a construction business. However, a few years later, she decided to go back to her passion in financial services. Michele is also passionate about empowering women both personally and professionally and is an active member of the Beacon Pointe Women’s Advisory Institute. She holds a Master of Science degree in Finance from Walden University and a Bachelor of Science degree in Business Administration/Finance from California State University, Long Beach. Michele holds the CERTIFIED FINANCIAL PLANNER® (CFP®), Accredited Investment Fiduciary™, and Accredited Wealth Management Advisor™ (AWMA®) designations. Over the years, Michele has garnered several industry recognitions including:
- 2020 ‘401 Top Retirement Plan Advisor by State’ from Financial Times
- 2022 ‘Top Retirement Plan Adviser’ from PLANADVISER
- 2023 ‘Top Retirement Plan Adviser’ from PLANADVISER
Outside of the office, Michele likes to spend time with her family, read, exercise, and participate in races benefiting non-profit organizations.
Ensure You’re Covered with Our Estate Planning Services in Palm Desert, CA
Ready to build your estate plan? Refresh it? Together, we can ensure you and your family are protected with the necessary estate planning documents. Our team of financial advisors in Palm Desert looks forward to supporting you and your journey towards achieving your life and legacy goals.
