Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Bay Area, California
Address

900 E. Hamilton Ave.
Suite 120

Campbell, CA 95008

Contact

info-norcal@beaconpointe.com
(408) 261-3300

San Jose & San Francisco Bay Area Team

Beacon Pointe is a San Jose and San Francisco Bay Area based wealth manager and is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in San Jose and San Francisco Bay Area focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic wealth approach covers all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, life transition support for divorcees and widows, financial planning for business owners and multi-generational family wealth and legacy planning, and socially responsible investing.

We look forward to connecting with you at our Bay Area office to see how best we can assist you with your investment portfolio and financial planning needs.

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Amber Gresham

Wealth Advisor

Amber Gresham is a wealth advisor based out of the Beacon Pointe Bay Area office providing clients with customized wealth management solutions. Prior to joining Beacon Pointe Advisors, Amber worked as a financial advisor at an independent wealth management firm in Southern California where she advised and assisted clients in establishing sound financial plans with both investment and insurance advice. Amber also has a background in compliance, a role that has shaped her experience as an advisor and the importance of adhering to the fiduciary standards of placing the interests of her clients above her own and the firm she represents. Outside of the office, Amber enjoys traveling, hiking with her dog, playing tennis and splitting her time between Southern California’s beaches and Northern California’s wine country.

Erica Wu

Senior Wealth Advisor

Erica Wu is responsible for advising and providing customized wealth management solutions for clients.  Prior to joining Beacon Pointe Wealth Advisors, Erica worked for JP Morgan, TD Ameritrade, and HSBC Bank. Erica graduated from the University of Miami, Florida where she earned a bachelor’s degree in business administration. Erica continued her education and graduated from Fairleigh Dickinson University, with a master’s degree in business administration.  Erica resides in San Jose, California where she enjoys traveling and spending time with her three dogs.

Kimberly Pham

Associate Wealth Advisor

Kimberly is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Kimberly worked in the contract electronic manufacturing industry in the heart of Silicon Valley. She graduated from Cal Poly San Luis Obispo with a major in Political Science. Outside of the office, she enjoys cooking and spending time with family and friends.

Miriam Santiago, RP®

Senior Associate, Client Service

Miriam Santiago is a Registered Paraplanner and primarily responsible for supporting the advisors, assisting clients before and after their meetings, and assisting with account set up in the BPWA Northern California office.  Prior to joining Beacon Pointe Wealth Advisors Miriam was an office manager for a local construction company.  She earned her bachelors degree in Mathematics from Ave Maria University in Southwest Florida and enjoys spending time with family and friends in her free time.

Pascal Menut

Associate Wealth Advisor

Pascal is primarily responsible for coordination between the Beacon Pointe Wealth Advisors operational team and the advisors and for implementing customized wealth management solutions for clients. Prior to joining Beacon Pointe, Pascal was providing high-quality customer service and building customer relationships at Bank of the West. He earned a BBA degree in Finance from Loyola Marymount University in Los Angeles, CA. Pascal is also actively involved in amateur astronomy and astrophotography, participating in outreach and community events.

Rocky Lin, CFA

Partner, Managing Director

Rocky manages the client service and trading operations of the Northern California office. He oversees the advice and portfolio strategies implemented in Northern California. Prior to joining Beacon Pointe, Rocky was the Chief Investment Officer of Excelcia Financial Group and the Portfolio Manager for Excelcia Capital Partners a Global Macro Hedge Fund. His background is in Macroeconomic research, Portfolio Construction and Derivatives Trading. Rocky graduated from the University of California, Santa Barbara with a BA in Business Economics. He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of San Francisco. Rocky resides in San Jose, California where he continues to enjoy his passion for Ice Hockey and Snowboarding.

 

Stephanie Rumold, CFP®, CPWA®

Partner, Managing Director

Stephanie is responsible for providing customized wealth management solutions for clients. Before joining Beacon Pointe Wealth Advisors, Stephanie worked for First Republic, and prior to that, she was an investment advisor at Opes Advisors. She has also held roles as vice president and financial consultant with Charles Schwab and Co. Previously, she worked in the Premier Banking Group of Bank of America, managing a portfolio of high-net-worth clients. Stephanie is passionate about empowering women both personally and professionally and is a member of the E-women’s Network in Palo Alto and an active member of Beacon Pointe’s Women’s Advisory Institute. She earned a bachelor’s degree in business administration with an emphasis in finance from Boise State University, and she holds the Certified Financial Planner™ (CFP®) certification.

Tony Han

Manager, Operations

Tony is primarily responsible for customer relations and day-to-day operations. Prior to joining Beacon Pointe, Tony was a Case Manager at Excelcia Financial Group. He is primarily responsible for supporting the advisors and servicing clients before and after meetings.   Mr. Han is married and lives with his wife in San Jose, CA. He enjoys golfing, fishing and spending time with family and friends.

Tyler Brock, CFP®

Senior Wealth Advisor

Tyler Brock, CFP® is responsible for advising and providing customized wealth management solutions for clients. He has extensive experience in both retirement and financial planning as well as investments.  Prior to joining Beacon Pointe Wealth Advisors, Tyler worked for Bernstein Global Wealth Management, The Presidio Group, U.S. Trust, Goldman Sachs (SLK Fixed Income Division) and a local Registered Investment Advisor. Tyler graduated from the University of Colorado, Boulder where he earned a bachelor’s degree in business administration. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

San Jose & San Francisco Bay Area Team

Filter By

Amber Gresham

Wealth Advisor

Amber Gresham is a wealth advisor based out of the Beacon Pointe Bay Area office providing clients with customized wealth management solutions. Prior to joining Beacon Pointe Advisors, Amber worked as a financial advisor at an independent wealth management firm in Southern California where she advised and assisted clients in establishing sound financial plans with both investment and insurance advice. Amber also has a background in compliance, a role that has shaped her experience as an advisor and the importance of adhering to the fiduciary standards of placing the interests of her clients above her own and the firm she represents. Outside of the office, Amber enjoys traveling, hiking with her dog, playing tennis and splitting her time between Southern California’s beaches and Northern California’s wine country.

Erica Wu

Senior Wealth Advisor

Erica Wu is responsible for advising and providing customized wealth management solutions for clients.  Prior to joining Beacon Pointe Wealth Advisors, Erica worked for JP Morgan, TD Ameritrade, and HSBC Bank. Erica graduated from the University of Miami, Florida where she earned a bachelor’s degree in business administration. Erica continued her education and graduated from Fairleigh Dickinson University, with a master’s degree in business administration.  Erica resides in San Jose, California where she enjoys traveling and spending time with her three dogs.

Kimberly Pham

Associate Wealth Advisor

Kimberly is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Kimberly worked in the contract electronic manufacturing industry in the heart of Silicon Valley. She graduated from Cal Poly San Luis Obispo with a major in Political Science. Outside of the office, she enjoys cooking and spending time with family and friends.

Miriam Santiago, RP®

Senior Associate, Client Service

Miriam Santiago is a Registered Paraplanner and primarily responsible for supporting the advisors, assisting clients before and after their meetings, and assisting with account set up in the BPWA Northern California office.  Prior to joining Beacon Pointe Wealth Advisors Miriam was an office manager for a local construction company.  She earned her bachelors degree in Mathematics from Ave Maria University in Southwest Florida and enjoys spending time with family and friends in her free time.

Pascal Menut

Associate Wealth Advisor

Pascal is primarily responsible for coordination between the Beacon Pointe Wealth Advisors operational team and the advisors and for implementing customized wealth management solutions for clients. Prior to joining Beacon Pointe, Pascal was providing high-quality customer service and building customer relationships at Bank of the West. He earned a BBA degree in Finance from Loyola Marymount University in Los Angeles, CA. Pascal is also actively involved in amateur astronomy and astrophotography, participating in outreach and community events.

Rocky Lin, CFA

Partner, Managing Director

Rocky manages the client service and trading operations of the Northern California office. He oversees the advice and portfolio strategies implemented in Northern California. Prior to joining Beacon Pointe, Rocky was the Chief Investment Officer of Excelcia Financial Group and the Portfolio Manager for Excelcia Capital Partners a Global Macro Hedge Fund. His background is in Macroeconomic research, Portfolio Construction and Derivatives Trading. Rocky graduated from the University of California, Santa Barbara with a BA in Business Economics. He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of San Francisco. Rocky resides in San Jose, California where he continues to enjoy his passion for Ice Hockey and Snowboarding.

 

Stephanie Rumold, CFP®, CPWA®

Partner, Managing Director

Stephanie is responsible for providing customized wealth management solutions for clients. Before joining Beacon Pointe Wealth Advisors, Stephanie worked for First Republic, and prior to that, she was an investment advisor at Opes Advisors. She has also held roles as vice president and financial consultant with Charles Schwab and Co. Previously, she worked in the Premier Banking Group of Bank of America, managing a portfolio of high-net-worth clients. Stephanie is passionate about empowering women both personally and professionally and is a member of the E-women’s Network in Palo Alto and an active member of Beacon Pointe’s Women’s Advisory Institute. She earned a bachelor’s degree in business administration with an emphasis in finance from Boise State University, and she holds the Certified Financial Planner™ (CFP®) certification.

Tony Han

Manager, Operations

Tony is primarily responsible for customer relations and day-to-day operations. Prior to joining Beacon Pointe, Tony was a Case Manager at Excelcia Financial Group. He is primarily responsible for supporting the advisors and servicing clients before and after meetings.   Mr. Han is married and lives with his wife in San Jose, CA. He enjoys golfing, fishing and spending time with family and friends.

Tyler Brock, CFP®

Senior Wealth Advisor

Tyler Brock, CFP® is responsible for advising and providing customized wealth management solutions for clients. He has extensive experience in both retirement and financial planning as well as investments.  Prior to joining Beacon Pointe Wealth Advisors, Tyler worked for Bernstein Global Wealth Management, The Presidio Group, U.S. Trust, Goldman Sachs (SLK Fixed Income Division) and a local Registered Investment Advisor. Tyler graduated from the University of Colorado, Boulder where he earned a bachelor’s degree in business administration. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

San Jose & San Francisco Bay Area Team

Filter By

Amber Gresham

Wealth Advisor

Amber Gresham is a wealth advisor based out of the Beacon Pointe Bay Area office providing clients with customized wealth management solutions. Prior to joining Beacon Pointe Advisors, Amber worked as a financial advisor at an independent wealth management firm in Southern California where she advised and assisted clients in establishing sound financial plans with both investment and insurance advice. Amber also has a background in compliance, a role that has shaped her experience as an advisor and the importance of adhering to the fiduciary standards of placing the interests of her clients above her own and the firm she represents. Outside of the office, Amber enjoys traveling, hiking with her dog, playing tennis and splitting her time between Southern California’s beaches and Northern California’s wine country.

Erica Wu

Senior Wealth Advisor

Erica Wu is responsible for advising and providing customized wealth management solutions for clients.  Prior to joining Beacon Pointe Wealth Advisors, Erica worked for JP Morgan, TD Ameritrade, and HSBC Bank. Erica graduated from the University of Miami, Florida where she earned a bachelor’s degree in business administration. Erica continued her education and graduated from Fairleigh Dickinson University, with a master’s degree in business administration.  Erica resides in San Jose, California where she enjoys traveling and spending time with her three dogs.

Kimberly Pham

Associate Wealth Advisor

Kimberly is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Kimberly worked in the contract electronic manufacturing industry in the heart of Silicon Valley. She graduated from Cal Poly San Luis Obispo with a major in Political Science. Outside of the office, she enjoys cooking and spending time with family and friends.

Miriam Santiago, RP®

Senior Associate, Client Service

Miriam Santiago is a Registered Paraplanner and primarily responsible for supporting the advisors, assisting clients before and after their meetings, and assisting with account set up in the BPWA Northern California office.  Prior to joining Beacon Pointe Wealth Advisors Miriam was an office manager for a local construction company.  She earned her bachelors degree in Mathematics from Ave Maria University in Southwest Florida and enjoys spending time with family and friends in her free time.

Pascal Menut

Associate Wealth Advisor

Pascal is primarily responsible for coordination between the Beacon Pointe Wealth Advisors operational team and the advisors and for implementing customized wealth management solutions for clients. Prior to joining Beacon Pointe, Pascal was providing high-quality customer service and building customer relationships at Bank of the West. He earned a BBA degree in Finance from Loyola Marymount University in Los Angeles, CA. Pascal is also actively involved in amateur astronomy and astrophotography, participating in outreach and community events.

Rocky Lin, CFA

Partner, Managing Director

Rocky manages the client service and trading operations of the Northern California office. He oversees the advice and portfolio strategies implemented in Northern California. Prior to joining Beacon Pointe, Rocky was the Chief Investment Officer of Excelcia Financial Group and the Portfolio Manager for Excelcia Capital Partners a Global Macro Hedge Fund. His background is in Macroeconomic research, Portfolio Construction and Derivatives Trading. Rocky graduated from the University of California, Santa Barbara with a BA in Business Economics. He has earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of San Francisco. Rocky resides in San Jose, California where he continues to enjoy his passion for Ice Hockey and Snowboarding.

 

Stephanie Rumold, CFP®, CPWA®

Partner, Managing Director

Stephanie is responsible for providing customized wealth management solutions for clients. Before joining Beacon Pointe Wealth Advisors, Stephanie worked for First Republic, and prior to that, she was an investment advisor at Opes Advisors. She has also held roles as vice president and financial consultant with Charles Schwab and Co. Previously, she worked in the Premier Banking Group of Bank of America, managing a portfolio of high-net-worth clients. Stephanie is passionate about empowering women both personally and professionally and is a member of the E-women’s Network in Palo Alto and an active member of Beacon Pointe’s Women’s Advisory Institute. She earned a bachelor’s degree in business administration with an emphasis in finance from Boise State University, and she holds the Certified Financial Planner™ (CFP®) certification.

Tony Han

Manager, Operations

Tony is primarily responsible for customer relations and day-to-day operations. Prior to joining Beacon Pointe, Tony was a Case Manager at Excelcia Financial Group. He is primarily responsible for supporting the advisors and servicing clients before and after meetings.   Mr. Han is married and lives with his wife in San Jose, CA. He enjoys golfing, fishing and spending time with family and friends.

Tyler Brock, CFP®

Senior Wealth Advisor

Tyler Brock, CFP® is responsible for advising and providing customized wealth management solutions for clients. He has extensive experience in both retirement and financial planning as well as investments.  Prior to joining Beacon Pointe Wealth Advisors, Tyler worked for Bernstein Global Wealth Management, The Presidio Group, U.S. Trust, Goldman Sachs (SLK Fixed Income Division) and a local Registered Investment Advisor. Tyler graduated from the University of Colorado, Boulder where he earned a bachelor’s degree in business administration. He holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Connect with one of our trusted Advisors.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

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