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.
Investment Advisor in Palm Desert, CA
Welcome to your trusted source for full-service financial planning and research-driven investments in Palm Desert, CA. As a leading investment advisor, we are committed to providing tailored solutions that align with your unique financial goals.
We’re Local
73-833 El Paseo, Suite 102 Palm Desert, CA 92260
Experience a Personalized Financial Approach
Benefit from the wisdom of seasoned professionals as you navigate your financial journey. Our team of investment advisors offers a wealth of experience to guide you through the complexities of investing, ensuring transparent and trustworthy financial guidance tailored to your individual needs.
Our Solutions
Explore our customized solutions that have been refined over decades and are designed to optimize your financial success and elevate your wealth management experience.
Strategic Portfolio Management
Unlock the power of strategic portfolio management, where tailored investment strategies and proactive adjustments converge to optimize your financial growth and resilience.
Comprehensive Wealth Planning
Experience the pinnacle of comprehensive wealth planning with allWEALTH®, where personalized financial strategies seamlessly integrate investments, retirement planning, and estate management, ensuring your financial goals align with your aspirations.
Risk Mitigation and Asset Protection
Navigate confidently with our risk mitigation and asset protection solutions, where robust risk management strategies are implemented into your overall financial plan to ensure you and your family are protected.
Custom-Tailored Investment Strategies
Explore custom-tailored investment strategies thoughtfully crafted to align with your distinct financial objectives. Our seasoned investment advisors design personalized plans that consider your preferences, risk tolerance, and time horizon, ensuring a bespoke approach to wealth management tailored specifically to you.
We Utilize In-Depth Market Research
Navigating the complex financial landscape requires precision, and at Beacon Pointe Advisors, we go beyond surface-level insights. Our approach has been refined over decades, is rooted in a sound philosophy and rigorous due diligence efforts that produce consistent manager selection results. Beacon Pointe investment solutions are customized to each client and include active, passive, and alternative investment strategies on an open architecture platform.. Trust our commitment to thorough analysis as we harness the power of market intelligence to elevate your investment portfolio.
Gain Access to Unique Investment Strategies
At Beacon Pointe, our private clients gain unique access to institutional-quality investments. Revel in the confidence that comes from knowing your financial path is guided by uniquely crafted solutions designed to protect and optimize your investments.
Portfolio Optimization with Beacon Pointe Advisors
Optimize your financial future – Invest with Confidence at Beacon Pointe Advisors.
Forward-Looking Investment Education
Engage in a dynamic learning experience that transcends traditional boundaries, providing you with insights into the latest industry trends, innovative investment strategies, and forward-thinking financial solutions. Stay ahead of the curve and empower your financial journey with knowledge that propels you toward a successful and informed future.
Meet Your Investment 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.
Discover an Investment Advisor Focused on Your Needs in Palm Desert
Connect with an Investment Advisor in Palm Desert! Schedule your consultation and discover personalized strategies that align with your unique financial goals. Let’s embark on a journey to maximize your wealth and secure your financial future together.
