Thomas Stefaniak, CFP®
Partner, Managing Director

Request an Appointment | Office Information

Tom Stefaniak, CFP®, is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With more than 30 years of expertise in the financial services industry, Tom has a passion for building relationships that go far beyond finances. Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998, Tom co-founded Pinnacle Wealth Management, a boutique firm in Denver, Colorado (which merged with Beacon Pointe in 2023). Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance, holds the Certified Financial Planner™ (CFP®) designation, and is a member of the Financial Planning Association. Outside of the office, Tom enjoys golfing, traveling (whenever his schedule can allow it), and spending time with his wife and his three adult children.


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.