Meet Our Advisory Team
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 financial journey and help you make well-informed, important life decisions related to your wealth. Please contact our San Jose, CA advisory team if we can be of service.
Connect with Us
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.
Jackson Staples
Client Service Associate
Jackson is a Client Service Associate at the Beacon Pointe San Jose office, where he supports the investment and wealth management teams in delivering a high-quality service experience for clients. His responsibilities include assisting with account administration, facilitating paperwork for new and existing accounts, money transfers, and maintaining effective client communication. He earned his Bachelor of Arts degree in General Social Science with a focus on Applied Business and Economics from the University of Oregon. Prior to Beacon Pointe, Jackson took an internship at Elevation Wealth Management in Walnut Creek, CA. In his free time, Jackson enjoys volunteering, cheering on the 49ers and Warriors, playing golf, hiking, and spending quality time with family and friends.
