Financial Advisors
in Tiburon, California

Honestly, I would follow [Allison] to the ends of the earth! She is super knowledgeable, super attentive and a wonderful person to work with. I have utmost faith in her… They are a wonderful team and I am extremely pleased to be able to work with them and with Beacon Pointe.

We’ve been incredibly impressed and excited by the abundance of tools available to us with Beacon Pointe — including much easier and more accessible tracking of our financial performance, portfolios, and the custom reporting the team set up. With (my wife) and I involved in a wide range of projects… it’s a huge peace of mind knowing that Allison, Valerie, and the Beacon Pointe team have our backs every step of the way. Whether it’s meeting up in person for lunch, checking in on what’s coming up in our lives, to even just holding us accountable to important tasks like estate planning, Allison consistently goes the extra mile — and we’re genuinely delighted to be part of the Beacon Pointe circle.

It is an understatement to say how highly I endorse Allison and her team. I’ve worked with her at previous firms and have benefited greatly from her sound financial advice. In addition, she is personable and always a pleasure to speak with. I trust Allison’s judgment and know from experience that she is always looking out for our best interests. and not how to extract more fees from our relationship. I have recommended my cousin to her and anyone else I know that is in need of an honest and ethical financial advisor.

Allison and Valerie have been expedient and helpful with every complicated transaction. They are kind and always efficient, accurate and I could not manage my elderly mother’s accounts without them. I highly recommend this team. Thank you for all you do.

In these volatile times, I feel comforted knowing that I have a financial expert looking out for my assets. I value the team’s perspective and so appreciate the continuous feedback. I am “in it” for the long haul, so it is wonderful to know this team has my back, even if they don’t have a crystal ball! They are making decisions to keep my investments safe and I know that the volatility is temporary, but their expertise is sound and confidence-building for long-term growth.

We are very happy to be clients at Beacon Pointe. Our relationship with Allison and Valerie is very important to us, especially in this volatile market. They communicate with us often, their “door” is always open for a phone call or an email, they respond in a timely manner to our questions and we know that they understand our current objectives and long-term goals. Lastly, we are very grateful to them for bringing on our children and taking them under your wing. We sleep well knowing that we are in safe hands. Thanks for all you do!

Allison and team have been instrumental in organizing our financial portfolio to align with our various objectives and have proven extremely helpful in providing advice and financing alternatives in easy-to-understand language. The team has made themselves available to discuss holistic financial planning aspects that go beyond investing such as budgeting tips for our college and high school students. We would recommend Allison to anyone seeking sound advice based on experience when creating a long-term investment plan.

Always very professional and take their fiduciary role very seriously. I have great trust in them managing my investment account… Carefully allocating a diversified portfolio and advising about current and upcoming investment strategies and possibilities. I appreciate the regular check-ins and portfolio reviews… Usually already proactively taking care of things and anticipating when funds are needed… I also appreciate that there is a such a good working relationship and communication with my tax accountant. I think that’s important and makes the process a lot easier! Thank you for the excellent service!

Allison is truly fantastic. She’s consistently positive, helpful, and thoughtful—especially during times of financial uncertainty. When the markets feel turbulent, she brings a calming presence and offers valuable historical context that helps us better understand the present and plan for the future. Our financial picture is evolving, with changes like moving abroad and supporting a dependent child in another country. Through it all, Allison has been flexible and proactive, always creating the time and space to adapt our plans. She approaches financial advising like a great coach—looking ahead, guiding us with clear next steps, and encouraging us to stay on track with the work and planning required to build a stable, measurable financial future. We’re incredibly grateful for her support.