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.
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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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.
Michele T. 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 and is also a Notary Public. 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.
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.
