Elevate Your Financial Future with Our
Palm Desert 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 Palm Desert, California.

We’re Local

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

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 Palm Desert advisory team is eager to provide you with fiduciary-driven wealth management guidance.

Access to Institutional Quality Investments

Elevate your investment portfolio with Beacon Pointe as your partner, granting you access to premier institutional-level investments as a private wealth management client. Our commitment to a personalized strategy ensures that your financial journey is not just tailored but optimized for enduring success.

Fulfilling Life and Legacy Planning

Craft a life of fulfillment and plan your legacy with confidence, minimizing financial risks and gaining a newfound clarity. Beacon Pointe is your trusted guide in executing comprehensive life and legacy planning, ensuring you live life to the fullest while strategically securing and maximizing the benefits of your lasting legacy.

Impact Initiatives that Make a Difference

Experience Beacon Pointe’s holistic approach that aligns your wealth with initiatives close to your heart. We prioritize impact initiatives that matter to you, to craft a strategy that aligns with your passions and beliefs. With Beacon Pointe, your wealth can be aligned to the causes that resonate with your values.

Achieve Financial Security

Mitigate the risk of financial loss and optimize your financial well-being with our Palm Desert 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 Palm Desert, 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 Palm Desert 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

Equip yourself with the expertise to make intelligent investment decisions by joining forces with a Beacon Pointe wealth management advisor. Power your investment portfolio and financial plan backed by the due diligence and meticulous detail of one of the top Registered Investment Advisory (RIA) firms in the nation.

Empowering Financial Leadership for All

As the largest women-led RIA in the nation, Beacon Pointe champions the financial encouragement of women and next-generation investors, fostering stronger lives and brighter futures. While our approach has been transformative for countless women worldwide, it has also been instrumental in helping thousands of men, couples and families achieve their financial goals. Learn more about our Women’s Advisory Institute.

Discover Your Palm Desert Wealth Management Partner

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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.

Experience Financial Tranquility with Beacon Pointe in Palm Desert

Ready to embark on a journey towards a more secure and prosperous future? Our Beacon Pointe private wealth management advisory team in Palm Desert looks forward to partnering with you. Start your transformative journey today.

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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