Partner, Senior Wealth Advisor
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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.