Financial Advisors
in Larkspur, California
Based in the San Francisco Bay area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.
Connect with Us
Connect with One of Our Trusted Financial Advisors in Larkspur, CA
We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
Meet Our Larkspur Financial Advisors
Joe Ramos, CFP®
Partner, Managing Director
Joe is a Partner and Managing Director at Beacon Pointe Advisors and is passionate about helping his clients create wealth through effective investment consulting. He prides himself on addressing advanced planning issues that include four areas: wealth enhancement, wealth transfer, wealth protection and efficient charitable giving. Joe is known for his listening and problem-solving skills. He is adept at finding solutions that uniquely fit each of his clients and explaining those planning ideas in a clear manner. Prior to joining Beacon Pointe, Joe founded Private Capital Management, Inc., which merged with Beacon Pointe in 2023. He holds his CERTIFIED FINANCIAL PLANNER® (CFP®) designation, and graduated from the Haas School of Business at the University of California, Berkeley, and is an avid fan of the California Golden Bears, so much so, that his son is named Cal. Outside of the office, Joe is an instrument-rated pilot, avid skier, and mountain biker. He previously played rugby for the National Champion Old Blues and competed as a triathlete for the Olympic Club. In fact, it was on this triathlon team that he met his bride. Most of his personal time is spent with his wife and children, coaching many of their youth sports teams, acting as team photographer or cheerleader when not coaching, and even announcing many of their high school football games. A Bay Area native, Joe and his family live in Kentfield, CA.
Summer Ramos, CEPA, CFP®
Wealth Advisor
Summer is a Wealth Advisor at Beacon Pointe and is a CERTIFIED FINANCIAL PLANNER® (CFP®) as well as a Certified Exit Planning Advisor (CEPA). She specializes in comprehensive financial planning, including business exit strategy, as well as investment management. With a background in Impact and ESG Investing, she offers a unique perspective to her clients. Summer holds a bachelor’s degree from UC Davis and is based in our Marin County/Larkspur office. When she is not helping clients, Summer enjoys exploring her San Francisco neighborhood, spending time with friends, and returning to her Marin County roots for outdoor activities and family visits.
Meet Our Larkspur Financial Planners & Advisors
Joe Ramos, CFP®
Partner, Managing Director
Joe is a Partner and Managing Director at Beacon Pointe Advisors and is passionate about helping his clients create wealth through effective investment consulting. He prides himself on addressing advanced planning issues that include four areas: wealth enhancement, wealth transfer, wealth protection and efficient charitable giving. Joe is known for his listening and problem-solving skills. He is adept at finding solutions that uniquely fit each of his clients and explaining those planning ideas in a clear manner. Prior to joining Beacon Pointe, Joe founded Private Capital Management, Inc., which merged with Beacon Pointe in 2023. He holds his CERTIFIED FINANCIAL PLANNER® (CFP®) designation, and graduated from the Haas School of Business at the University of California, Berkeley, and is an avid fan of the California Golden Bears, so much so, that his son is named Cal. Outside of the office, Joe is an instrument-rated pilot, avid skier, and mountain biker. He previously played rugby for the National Champion Old Blues and competed as a triathlete for the Olympic Club. In fact, it was on this triathlon team that he met his bride. Most of his personal time is spent with his wife and children, coaching many of their youth sports teams, acting as team photographer or cheerleader when not coaching, and even announcing many of their high school football games. A Bay Area native, Joe and his family live in Kentfield, CA.
Summer Ramos, CEPA, CFP®
Wealth Advisor
Summer is a Wealth Advisor at Beacon Pointe and is a CERTIFIED FINANCIAL PLANNER® (CFP®) as well as a Certified Exit Planning Advisor (CEPA). She specializes in comprehensive financial planning, including business exit strategy, as well as investment management. With a background in Impact and ESG Investing, she offers a unique perspective to her clients. Summer holds a bachelor’s degree from UC Davis and is based in our Marin County/Larkspur office. When she is not helping clients, Summer enjoys exploring her San Francisco neighborhood, spending time with friends, and returning to her Marin County roots for outdoor activities and family visits.
Meet Our Larkspur Financial Planners & Advisors
Joe Ramos, CFP®
Partner, Managing Director
Joe is a Partner and Managing Director at Beacon Pointe Advisors and is passionate about helping his clients create wealth through effective investment consulting. He prides himself on addressing advanced planning issues that include four areas: wealth enhancement, wealth transfer, wealth protection and efficient charitable giving. Joe is known for his listening and problem-solving skills. He is adept at finding solutions that uniquely fit each of his clients and explaining those planning ideas in a clear manner. Prior to joining Beacon Pointe, Joe founded Private Capital Management, Inc., which merged with Beacon Pointe in 2023. He holds his CERTIFIED FINANCIAL PLANNER® (CFP®) designation, and graduated from the Haas School of Business at the University of California, Berkeley, and is an avid fan of the California Golden Bears, so much so, that his son is named Cal. Outside of the office, Joe is an instrument-rated pilot, avid skier, and mountain biker. He previously played rugby for the National Champion Old Blues and competed as a triathlete for the Olympic Club. In fact, it was on this triathlon team that he met his bride. Most of his personal time is spent with his wife and children, coaching many of their youth sports teams, acting as team photographer or cheerleader when not coaching, and even announcing many of their high school football games. A Bay Area native, Joe and his family live in Kentfield, CA.
Summer Ramos, CEPA, CFP®
Wealth Advisor
Summer is a Wealth Advisor at Beacon Pointe and is a CERTIFIED FINANCIAL PLANNER® (CFP®) as well as a Certified Exit Planning Advisor (CEPA). She specializes in comprehensive financial planning, including business exit strategy, as well as investment management. With a background in Impact and ESG Investing, she offers a unique perspective to her clients. Summer holds a bachelor’s degree from UC Davis and is based in our Marin County/Larkspur office. When she is not helping clients, Summer enjoys exploring her San Francisco neighborhood, spending time with friends, and returning to her Marin County roots for outdoor activities and family visits.
Connect with one of our trusted Financial Advisors in the San Francisco Bay area.
We are here to be a partner with you on your personal wealth journey. Please contact our Larkspur, CA team if we can be of service.
