Financial Advisors
in Santa Cruz, California
Based in the Santa Cruz 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 Santa Cruz, 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 Santa Cruz Financial Advisors
Wealth Advisors
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.
Client Service & Operations
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.
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.
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.
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.
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.
Connect with one of our trusted Financial Advisors in the Santa Cruz area.
We are here to be a partner with you on your personal wealth journey. Please contact our Santa Cruz, CA team if we can be of service.
