Financial Planner in Palm Desert, CA

Beacon Pointe financial planners focus on full-service financial planning and research-driven investments. We are a Palm Desert-based wealth advisor and one of the nation’s largest Registered Investment Advisor firms (RIAs), working with institutions, defined contribution plans, individuals, and families.

We’re Local

73-833 El Paseo, Suite 102 Palm Desert, CA 92260

Get Financial Help When Needed Most

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being, including but not limited to:

  • Wealth and retirement planning
  • Estate and tax strategy planning 
  • Insurance reviews and risk assessments
  • Healthcare planning
  • Charitable giving and education planning 
  • Life transition support for divorcées and widows
  • Financial planning for business owners 
  • Multi-generational family wealth and legacy planning

Personalized Financial Advice

Work with a financial consultant at Beacon Pointe Advisors and get access to personalized financial advice tailored to your situation and cash flow. Protect assets, grow money, and unlock true financial peace.

Custom Investment Strategies

Learn how to make your money work for you through custom investment strategies. Our financial consultants will work with you to create an investment strategy that aligns with your personal goals.

Gain Financial Freedom

Beacon Pointe is not only here to be your sounding board. We’re here to help you set and reach your financial goals. Our financial consultant staff at our Palm Desert office is ready to help you reach your dreams of financial freedom.

Optimize Your Investments With a
Financial Planner in Palm Desert

Secure your investments and aim to optimize your strategies with the help of Palm Desert’s financial consultants. We’ll guide you through stress-free investment strategies that are custom-tailored to you.

Look to Reduce Your Tax Bill with
Tax Strategy & Planning

Taxes can be complicated- that’s why our team in Palm Desert has professional training in the world of taxes. Let’s talk tax strategy anytime you need it at Beacon Pointe Advisors.

Budget Like a Superhero

Learn how to take control of your money with safe budgeting practices that are designed to help keep your cash flow in line with your goals. Save and budget smarter with Beacon Pointe Advisors.

We’re The Largest Women-Led RIA in the Nation

If you’re a woman looking for a financial planner in Palm Desert, you’re in luck. Beacon Pointe has advice for women by women, with 60% being in corporate leadership roles.

We’re All About You

Beacon Pointe Advisors is a prominent financial planner in Palm Desert, and has locations across the United States. Our holistic approach focuses on what’s best for you. We care about you and want nothing but the best for you and your finances.

Meet Your Financial Consultant in Palm Desert

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Alicia Ford

Client Service Associate

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.

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 Kuhn, CFP® 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. He is also a graduate of the prestigious Leadership Coachella Valley program and serves on the Alumni Council. Brandt enjoys golf, snowboarding, and spending time with his wife and their black lab/beagle, Abby.

Michele Sarna

Michele T. Sarna, AIF®, AWMA®, CFP®

Partner, Managing Director

Michele Sarna, AIF®, AWMA®, CFP® 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, and utilize financial products to their benefit. In addition, 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 financial 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. She is also passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s 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 also holds the Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary™ and Accredited Wealth Management Advisor™ (AWMA®) designations. Michele is a Notary Public. She is married and has four children. During her free time, she likes to spend time with her family, read, exercise and participate in races benefiting non-profit organizations.

Discover a Financial Planner Focused on Your Needs in Palm Desert

Ready to get access to customized financial advice from a financial consultant in Palm Desert? Reach out today and start the path to reaching your financial goals.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

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