Portola Valley, CA

838 Portola Road
Portola Valley, CA 94028
(650) 851-4601
info@beaconpointe.com

Contact This Office
Contact This Office

838 Portola Road
Portola Valley, CA 94028

(650) 851-4601

Financial Planner in Portola Valley, CA

At Beacon Pointe, our team of wealth advisors in Portola Valley, CA is committed to guiding individuals, families, and professionals through the intricacies of full-service financial planning and research-driven investments. As one of the largest Registered Investment Advisor (RIA) firms in the nation, our holistic allWEALTH® approach ensures that we address every facet of your financial well-being.

In alignment with our fiduciary responsibility, we are focused on creating a fully integrated wealth plan through our comprehensive in-house wealth management services, including financial planning, retirement planning, estate planning, strategic tax planning, investment management, healthcare planning, asset protection, family office services, retirement plan services, and outsourced CIO services. As a Beacon Pointe client, we endeavor to provide you with the peace of mind that your unique life and legacy goals are in good hands. Connect with our team to explore how our services can be tailored to fit your specific needs and ambitions.

Connect with one of our trusted Financial Advisors in Portola Valley.

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

Meet the Portola Valley Financial Advisor Team

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Georgia Bennicas

Georgia Bennicas

Partner, Senior Wealth Advisor

Georgia is a Partner and Senior Wealth Advisor for Beacon Pointe’s Portola Valley office and is responsible for working with clients to meet their investment and income objectives. With over 35 years of experience in the financial services industry, Georgia has comprehensive expertise in designing personalized securities portfolios, formulating retirement plans, implementing tax strategies and estate objectives, and analyzing real estate investments for clients. Prior to joining Beacon Pointe, Georgia founded Bennicas and Associates (which merged with Beacon Pointe in 2023). Georgia earned her bachelor degree’s in both Economics and Business Administration from Notre Dame.

Lorraine Giberton

Relationship Manager

Lorraine is a Relationship Manager at Beacon Pointe and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Prior to joining Beacon Pointe, Lorraine worked for Bennicas & Associates (which merged with Beacon Pointe in 2023). Earlier in her career, Lorraine held roles as an administrative supervisor, and director of brand development for a prominent entertainment licensing and merchandising company in the Bay Area. Outside the office, Lorraine enjoys spending time with family and friends, traveling, hiking, and kayaking.

Michael Dunn

Senior Wealth Advisor

Michael Dunn is a Senior Wealth Advisor within Beacon Pointe’s Portola Valley office and is responsible for coordinating with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial and legacy goals. With over 30 years of experience in the financial services industry, Michael has extensive knowledge of investments, insurance, tax, estate, and retirement planning. Michael began his career at Fidelity and Schwab before transitioning to a role at Roberson Stevens for ten years. He then served as a partner at both Elijah Asset Management and eventually Dalton Greiner Hartman & Maher. Prior to joining Beacon Pointe, Michael was a partner at Bennicas & Associates (which merged with Beacon Pointe in 2023). Michael earned his bachelor’s degree in Economics and History from the University of Massachusetts, Amherst.

Meet the Portola Valley Financial Advisor Team

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Georgia Bennicas

Georgia Bennicas

Partner, Senior Wealth Advisor

Georgia is a Partner and Senior Wealth Advisor for Beacon Pointe’s Portola Valley office and is responsible for working with clients to meet their investment and income objectives. With over 35 years of experience in the financial services industry, Georgia has comprehensive expertise in designing personalized securities portfolios, formulating retirement plans, implementing tax strategies and estate objectives, and analyzing real estate investments for clients. Prior to joining Beacon Pointe, Georgia founded Bennicas and Associates (which merged with Beacon Pointe in 2023). Georgia earned her bachelor degree’s in both Economics and Business Administration from Notre Dame.

Lorraine Giberton

Relationship Manager

Lorraine is a Relationship Manager at Beacon Pointe and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Prior to joining Beacon Pointe, Lorraine worked for Bennicas & Associates (which merged with Beacon Pointe in 2023). Earlier in her career, Lorraine held roles as an administrative supervisor, and director of brand development for a prominent entertainment licensing and merchandising company in the Bay Area. Outside the office, Lorraine enjoys spending time with family and friends, traveling, hiking, and kayaking.

Michael Dunn

Senior Wealth Advisor

Michael Dunn is a Senior Wealth Advisor within Beacon Pointe’s Portola Valley office and is responsible for coordinating with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial and legacy goals. With over 30 years of experience in the financial services industry, Michael has extensive knowledge of investments, insurance, tax, estate, and retirement planning. Michael began his career at Fidelity and Schwab before transitioning to a role at Roberson Stevens for ten years. He then served as a partner at both Elijah Asset Management and eventually Dalton Greiner Hartman & Maher. Prior to joining Beacon Pointe, Michael was a partner at Bennicas & Associates (which merged with Beacon Pointe in 2023). Michael earned his bachelor’s degree in Economics and History from the University of Massachusetts, Amherst.

Meet the Portola Valley Financial Advisor Team

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Andrea Christopherson

Client Service Manager

Andrea is a Client Service Manager and is responsible for partnering with Beacon Pointe’s advisory team to enhance the client service experience and foster client relationships. Her responsibilities include supporting both front and back office client service and account management, administration, processing paperwork for new and existing accounts, handling money transfers, and communicating with clients to provide the highest level of service. Andrea graduated from the University of Washington with a B.A. in Business Administration and currently resides in Tacoma, WA. She is originally from Bainbridge Island, WA and in her free time she enjoys weightlifting, yoga, reading, and spending time with her son and other family and friends.

Bianca Lorincz

Office Management Associate

Bianca serves as the Office Management Associate at Beacon Pointe’s Campbell office. With over four years of leadership experience, she specializes in operations administration and event coordination. Bianca is adept at handling complex tasks ranging from facilities management and maintenance to office supplies procurement and scheduling. Her responsibilities also include organizing events and fostering collaboration among teams to meet organizational objectives. Outside of work, Bianca enjoys spending quality time with her husband and daughters, traveling, and escaping into her books.

Cameron Meek, CFP®

Associate Wealth Advisor

Cameron is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client servicing. Prior to joining Beacon Pointe, Cam worked at Morton Wealth, building financial plans and servicing clients, and most recently as a Financial Advisor Associate at Regatta Capital Group. She currently holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and graduated from Pepperdine University. Cam is originally from North Dakota but now resides in Santa Monica. Outside of work, Cam enjoys surfing and other beach sports, playing in a volleyball and flag football league with friends, and trying new recipes with the background of good music.

Danielle Wen

Associate Regional Director

Danielle is an Associate Regional Director responsible for coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners in Northern California. Prior to joining Beacon Pointe, Danielle held the position of Vice President, Fixed Income Sales at Credit Suisse and UBS. She is also an entrepreneur, having started a nationally recognized fashion tech brand. Danielle graduated with a Bachelor of Science degree in Economics from Massachusetts Institute of Technology (MIT) and is proficient in Mandarin Chinese. She resides in San Francisco and enjoys sailing in the Bay and the great outdoors.

Danielle Yoshida

Client Service Associate

Danielle is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Danielle earned her Bachelor of Science degree in Business Administration with a minor in English from the University of Oregon. Outside of the office, Danielle enjoys exploring the outdoors, running, reading, and spending time with family and friends.

Erica's Headshot

Erica Wu

Senior Wealth Advisor

Erica Wu is responsible for advising and providing customized wealth management solutions for clients.  Prior to joining Beacon Pointe Wealth Advisors, Erica worked for JP Morgan, TD Ameritrade, and HSBC Bank. Erica graduated from the University of Miami, Florida where she earned a bachelor’s degree in business administration. Erica continued her education and graduated from Fairleigh Dickinson University, with a master’s degree in business administration.  Erica resides in San Jose, California where she enjoys traveling and spending time with her three dogs.

Gregory Taylor, CFA®, CFP®

Senior Wealth Advisor

Gregory Taylor, CFA®, CFP®, is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for advising and providing customized wealth management solutions for clients.  He has extensive experience in both retirement and financial planning as well as investments.  Prior to joining Beacon Pointe, Greg was a Regional Vice President at Mercer Advisors and a Financial Analyst at Falcon Point Capital.  Greg graduated from the University of California, San Diego where he earned a bachelor’s degree in Quantitative Economics & Decision Sciences.  He holds both the Chartered Financial Analyst® (CFA®) and the CERTIFIED FINANCIAL PLANNER® (CFP®) designations.  Greg resides in Moraga, California with his family where he continues to enjoy his passion for mountain biking and skiing.

John Zhang, AAMS®

Senior Client Service Associate

John is an Associate Wealth Advisor in Beacon Pointe’s Northern California office, and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Prior to joining Beacon Pointe, John spent over a decade in an operations role at Charles Schwab where his managerial responsibilities included recruiting, training and managing financial consultants. In addition to earning his B.A. in Business Management Economics at University of California, Santa Cruz, John holds the Accredited Asset Management Specialist (AAMS®) designation. Outside of the office, John is a nature lover and enjoys outdoor activities such as hiking and camping.

Junior Valenzuela

Associate Wealth Advisor

Junior is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. Prior to joining Beacon Pointe, Junior worked as a Financial Advisor at Thrivent. He earned a Master of Science degree in Financial Planning from Golden Gate University and currently resides in Central California. Outside of the office, he enjoys golfing, attending sporting and music events, and spending time with friends and family.

Lance Wexler

Partner, Senior Wealth Advisor

Lance Wexler is a Partner and Senior Wealth Advisor within Beacon Pointe’s Santa Cruz office and is responsible for coordinating with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial and legacy goals. Lance has over 25 years of experience and knowledge of investment management and financial planning. Learning about money, markets and small business management at an early age, Lance’s passion for financial services was fostered by his grandfather, Vern, who would hand him the business section of the paper and quiz him on the stocks they owned starting when he was only 8 years old.  Prior to joining Beacon Pointe, Lance founded Nexus Wealth Advisors which merged with Beacon Pointe in 2022. He graduated from University of California, Santa Cruz with a degree in Economics and participated in coursework toward a Doctor of Clinical Psychology at Alliant International University in San Diego. In 2007, he completed the Business Professionals Course, a rigorous two-year professional program produced by The Aji Network. Lance is involved in several nonprofit organizations and is a member of the Community Foundation of Santa Cruz County finance committee. Lance currently resides in Scotts Valley, California with his wife and two children, and his favorite activities include hiking, surfing, diving, tennis, nature photography, carving stone, connecting with people, and exploring and discovering the world with his children.

Leah Loewenthal

Senior Associate Wealth Advisor

Leah is a Senior Associate Wealth Advisor and is responsible for partnering with clients and their advisors to provide customized solutions to help clients meet their financial goals. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Leah began her career in the financial services industry in 2013, gaining experience in various roles at Oppenheimer & Co., UBS, Morton Capital, and Wells Fargo. Leah graduated from California Polytechnic State University, San Luis Obispo with a B.S. in Animal Science. Outside of the office, Leah enjoys traveling, exploring the outdoors, and coaching basketball.

Levi Larsen, CFP®

Senior Wealth Advisor

Levi Larsen, CFP®, is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for advising and providing customized wealth management solutions for clients. Levi began his career in the financial services industry in 2010, gaining extensive experience in both retirement and financial planning. Prior to joining Beacon Pointe, he was a Director of Financial Planning at Edelman Financial Engines, and VP – Financial Consultant at Charles Schwab. Levi graduated from Brigham Young University with a bachelor’s degree in Biology and holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Levi currently resides in San Jose with his wife and spends his free time pursuing his passion for golf, swimming, rock climbing, travel, and cuisine.

Nicole Hong

Client Service Associate

Nicole Hong is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Nicole earned her B.A. degree in Economics and Musical Studies from Oberlin College and Conservatory. Outside of the office, Nicole enjoys practicing yoga, singing, spending time with family and friends, and is a self-proclaimed foodie.

Olivia Phillips

Senior Client Service Associate

Olivia is a Senior Client Service Associate for Beacon Pointe’s Northern California office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Their duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. They come to Beacon Pointe with five years experience in operations, client service, training, and alternative investment processing. Olivia graduated from the University of Dayton with a degree in marketing. In their free time, they enjoy reading, playing games with friends, and spending time outdoors with their dog.

Pascal Menut

Wealth Advisor

Pascal is primarily responsible for coordination between the Beacon Pointe Wealth Advisors operational team and the advisors and for implementing customized wealth management solutions for clients. Prior to joining Beacon Pointe, Pascal was providing high-quality customer service and building customer relationships at Bank of the West. He earned a BBA degree in Finance from Loyola Marymount University in Los Angeles, CA. Pascal is also actively involved in amateur astronomy and astrophotography, participating in outreach and community events.

Rocky Lin, CFA®

Partner, Managing Director

Rocky manages the client service and trading operations of the Northern California office. He oversees the advice and portfolio strategies implemented in Northern California. Prior to joining Beacon Pointe, Rocky was the Chief Investment Officer of Excelcia Financial Group and the Portfolio Manager for Excelcia Capital Partners a Global Macro Hedge Fund. His background is in Macroeconomic research, Portfolio Construction and Derivatives Trading. Rocky graduated from the University of California, Santa Barbara with a BA in Business Economics. He has earned the Chartered Financial Analyst® (CFA®) designation and is a member of the CFA Society of San Francisco. Rocky resides in San Jose, California where he continues to enjoy his passion for Ice Hockey and Snowboarding.

 

Stephanie Rumold

Stephanie Rumold, CFP®

Senior Wealth Advisor

Stephanie Rumold, CFP® is a Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for advising and providing customized wealth management solutions for clients.  With over 20 years of experience in the finance industry, Stephanie has extensive experience in retirement planning, investment management, insurance, charitable planning, and tax planning.  Stephanie is passionate about empowering women around personal finance and is an active member of Beacon Pointe’s Women’s Advisory Institute.  Prior to joining Beacon Pointe, Stephanie was a Managing Director at First Republic Private Wealth Management and a Vice President and Financial Consultant at Charles Schwab.  Stephanie is a member of the Financial Planning Association and is a CERTIFIED FINANCIAL PLANNER® (CFP®).

Tony Han

Wealth Advisor

Tony is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Tony was a Case Manager at Excelcia Financial Group. He is primarily responsible for supporting the advisors and servicing clients before and after meetings.   Mr. Han is married and lives with his wife in San Jose, CA. He enjoys golfing, fishing and spending time with family and friends.

Tyler Brock, CFP®

Senior Wealth Advisor

Tyler Brock, CFP® is responsible for advising and providing customized wealth management solutions for clients. He has extensive experience in both retirement and financial planning as well as investments.  Prior to joining Beacon Pointe Advisors, Tyler worked for Bernstein Global Wealth Management, The Presidio Group, U.S. Trust, Goldman Sachs (SLK Fixed Income Division) and a local Registered Investment Advisor. Tyler graduated from the University of Colorado, Boulder where he earned a bachelor’s degree in business administration. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation.

Wendy Kim

Manager, Operations

Wendy is the Operations Manager for Beacon Pointe’s Northern California office with over 25 years of experience in the financial services industry. Her experience expands from operations, client service, research, billing, training, onboarding, implementation, and technology. She is responsible for managing the office’s day-to-day operations, creating policies and procedures, supervising Associate Wealth Advisors and Client Service Associates, and collaborating with the Senior Wealth Advisors to create an exceptional client experience. In her spare time, she enjoys cooking, crafts, painting, reading, and spending time with her family, especially her two pups, Muffin and Biscuit.

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