Investment Advisory Services, Financial Planning, Wealth Management, and Retirement Plan Services in Larkspur,CA

Beacon Pointe is a California based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in the Northern California area focuses on full service financial planning and research driven investments.

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, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

We look forward to connecting with you virtually or at our Larkspur, California office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
 (415) 464-9700

100 Larkspur Landing Circle
Suite 112
Larkspur, CA 94939

 

Meet the Larkspur Financial Advisor Team

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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, CFP®

Wealth Advisor

Summer is a Wealth Advisor at Beacon Pointe and is a Certified Financial Planner™ (CFP®) professional. She is responsible for providing clients with a comprehensive financial planning experience including estate, retirement, tax, and risk management planning, along with investment management. Prior to joining Beacon Pointe, she worked as an investment professional focusing on Impact and ESG Investing at Private Capital Management Inc., which merged with Beacon Pointe in 2023. Summer graduated from UC Davis where she received her Bachelor’s degree in Environmental Policy Analysis and Planning with honors. Outside of the office, Summer enjoys being outdoors and hiking with her labradoodle, Ace. She also greatly enjoys practicing yoga at her favorite studio which is walking distance from her San Francisco apartment. Summer loves to spend time with the people she cares about most, like her family and close friends.

Meet the Larkspur Financial Advisor Team

Filter By

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, CFP®

Wealth Advisor

Summer is a Wealth Advisor at Beacon Pointe and is a Certified Financial Planner™ (CFP®) professional. She is responsible for providing clients with a comprehensive financial planning experience including estate, retirement, tax, and risk management planning, along with investment management. Prior to joining Beacon Pointe, she worked as an investment professional focusing on Impact and ESG Investing at Private Capital Management Inc., which merged with Beacon Pointe in 2023. Summer graduated from UC Davis where she received her Bachelor’s degree in Environmental Policy Analysis and Planning with honors. Outside of the office, Summer enjoys being outdoors and hiking with her labradoodle, Ace. She also greatly enjoys practicing yoga at her favorite studio which is walking distance from her San Francisco apartment. Summer loves to spend time with the people she cares about most, like her family and close friends.

Meet the Larkspur Financial Advisor Team

Filter By

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, CFP®

Wealth Advisor

Summer is a Wealth Advisor at Beacon Pointe and is a Certified Financial Planner™ (CFP®) professional. She is responsible for providing clients with a comprehensive financial planning experience including estate, retirement, tax, and risk management planning, along with investment management. Prior to joining Beacon Pointe, she worked as an investment professional focusing on Impact and ESG Investing at Private Capital Management Inc., which merged with Beacon Pointe in 2023. Summer graduated from UC Davis where she received her Bachelor’s degree in Environmental Policy Analysis and Planning with honors. Outside of the office, Summer enjoys being outdoors and hiking with her labradoodle, Ace. She also greatly enjoys practicing yoga at her favorite studio which is walking distance from her San Francisco apartment. Summer loves to spend time with the people she cares about most, like her family and close friends.

Connect with one of our trusted Financial Advisors in the Larkspur, CA area.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

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