Financial Planner in San Jose, CA

Beacon Pointe financial planners focus on full-service financial planning and research-driven investments. We are a San Jose-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

50 W. San Fernando Street Suite 405 San Jose, CA 95113

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 San Jose office is ready to help you reach your dreams of financial freedom.

Optimize Your Investments With a
Financial Planner in San Jose

Secure your investments and aim to optimize your strategies with the help of San Jose’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 San Jose 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 San Jose, 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 San Jose, 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 San Jose

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Gene Ka, CPWA®

Partner, Managing Director

Gene is a partner and the managing director of Beacon Pointe’s San Jose office. He  cares deeply about helping people and intentionally asks thought-provoking questions that allow him to truly listen to clients and their needs. A detailed strategist and a tireless implementer, Gene is a strong advocate for complete transparency when working with his clients. With over three decades experience in the financial industry, Gene has extensive knowledge of investments, financial planning, and asset management. Prior to joining Beacon Pointe, Gene was a Senior Financial Advisor with American Express before forming his own independent advisory firm Ka, Demmler & Associates, later renamed Wealth Design, LLC in 2000. Gene graduated from Purdue University and holds the Certified Private Wealth Advisor® (CPWA®) certification. Gene currently resides in Silver Creek, California with his wife, one of his three daughters and his mother.

 

Beacon Pointe Advisors, LLC is a Registered Investment Advisor. Certain representatives of Beacon Pointe Advisors, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.

Melissa Ochoa

Relationship Manager

Melissa is a relationship manager at Beacon Pointe and is responsible for partnering advisors to provide customized solutions that help clients meet their financial goals and have a personalized service experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Melissa graduated from San Jose State University with a bachelor’s degree in Business Management. She currently resides in downtown San Jose with her boyfriend and Siberian Husky. Outside of the office, Melissa is an avid concert goer and loves to spend her weekends going on road trips to discover small towns, hiking spots, and swimming holes.

Thu Ka

Office Management

Thu is the office manager for the Beacon Pointe San Jose office. In addition to office management duties, Thu is responsible for administrative operations, client servicing and staff training and development. Prior to joining Beacon Pointe, Thu worked as the Chief Compliance Officer for Wealth Design LLC. In her free time, Thu enjoys traveling, playing golf, and spending time with her family.

William (Billy) Roddy

Associate Wealth Advisor

William (Billy) is an Associate Wealth Advisor and is responsible for partnering with advisors to help clients meet their financial goals and ensure a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, and asset allocation modeling. Prior to joining Beacon Pointe, Billy was a supply chain and finance manager in the automotive and automation industry. Billy earned his bachelor’s degree in Economics with a minor in Mandarin Chinese from Duke University. Outside of the office, Billy enjoys golfing, traveling, and reading eclectically.

Discover a Financial Planner Focused on Your Needs in San Jose

Ready to get access to customized financial advice from a financial consultant in San Jose? 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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