Investment Advisor in San Jose, CA

Welcome to your trusted source for full-service financial planning and research-driven investments in San Jose, CA. As a leading investment advisor, we are committed to providing tailored solutions that align with your unique financial goals.

We’re Local

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

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 San Jose

Filter By

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 an Investment Advisor Focused on Your Needs in San Jose

Connect with an Investment Advisor in San Jose! 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.

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.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...