Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in San Jose, CA and the San Francisco Bay Area.

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

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses 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, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

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

Meet the San Jose & San Francisco Bay Area Team

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Amber Gresham

Regional Director, Wealth Advisor

Amber Gresham is a Regional Director and Wealth Advisor based out of the Beacon Pointe Bay Area office, providing clients with customized wealth management solutions in addition to coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. 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.

Cara Barr, MBA

Senior Wealth Advisor

Cara Barr is Senior Wealth Advisor at Beacon Pointe Advisors.  With over 20 years of experience in wealth management, she has worked with clients ranging from families to large institutions, both internationally and domestically. Cara is an active member of Beacon Pointe’s Women’s Advisory Institute and is passionate about empowering women with their wealth, guiding clients through transitions and delivering custom investment solutions aligned with clients’ deepest goals.  Prior to joining Beacon Pointe,  Cara was a Managing Director at a national RIA, and earlier was a Director at BlackRock, with a focus on ESG and impact investing solutions.  Cara holds a B.A., M.B.A and is on course to complete the CERTIFIED FINANCIAL PLANNING™ designation. She lives in Marin, California, where she enjoys surfing, cycling and trail running, though none of which are more active than chasing her young daughter.

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.

Gregory Lee, MS

Associate Wealth Advisor

Born and raised in San Francisco, Gregory is an Associate Wealth Advisor at Beacon Pointe’s Northern California office. He is responsible for a range of different functions within portfolio management, client servicing, and advisor support. Gregory graduated with a Bachelor’s Degree in Finance and Double Minor Degrees in Computer Science and Chinese Studies at the University of San Francisco, where he also earned his Master of Science in Financial Analytics. He values being a part of the Beacon Pointe team and is motivated by clients’ financial success. In his spare time, he enjoys fishing, swimming, kickboxing, and spending time with his family and friends.

Gregory Taylor, CFA, CFP®

Senior Wealth Advisor

Gregory Taylor, CFA, CFP®, is a Senior Wealth Advisor at Beacon Pointe Advisors and 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, Greg was a Regional Vice President at Mercer Advisors and a Financial Analyst at Falcon Point Capital.  Greg graduated from the University of California, San Diego where he earned a bachelor’s degree in Quantitative Economics & Decision Sciences.  He holds both the Chartered Financial Analyst (CFA) and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designations.  Greg resides in Moraga, California with his family where he continues to enjoy his passion for mountain biking and skiing.

John Zhang, AAMS®

Associate Wealth Advisor

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.

Leah Loewenthal

Associate Wealth Advisor

Leah is an 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.

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.

Meet the San Jose & San Francisco Bay Area Team

Filter By

Amber Gresham

Regional Director, Wealth Advisor

Amber Gresham is a Regional Director and Wealth Advisor based out of the Beacon Pointe Bay Area office, providing clients with customized wealth management solutions in addition to coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. 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.

Cara Barr, MBA

Senior Wealth Advisor

Cara Barr is Senior Wealth Advisor at Beacon Pointe Advisors.  With over 20 years of experience in wealth management, she has worked with clients ranging from families to large institutions, both internationally and domestically. Cara is an active member of Beacon Pointe’s Women’s Advisory Institute and is passionate about empowering women with their wealth, guiding clients through transitions and delivering custom investment solutions aligned with clients’ deepest goals.  Prior to joining Beacon Pointe,  Cara was a Managing Director at a national RIA, and earlier was a Director at BlackRock, with a focus on ESG and impact investing solutions.  Cara holds a B.A., M.B.A and is on course to complete the CERTIFIED FINANCIAL PLANNING™ designation. She lives in Marin, California, where she enjoys surfing, cycling and trail running, though none of which are more active than chasing her young daughter.

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.

Gregory Lee, MS

Associate Wealth Advisor

Born and raised in San Francisco, Gregory is an Associate Wealth Advisor at Beacon Pointe’s Northern California office. He is responsible for a range of different functions within portfolio management, client servicing, and advisor support. Gregory graduated with a Bachelor’s Degree in Finance and Double Minor Degrees in Computer Science and Chinese Studies at the University of San Francisco, where he also earned his Master of Science in Financial Analytics. He values being a part of the Beacon Pointe team and is motivated by clients’ financial success. In his spare time, he enjoys fishing, swimming, kickboxing, and spending time with his family and friends.

Gregory Taylor, CFA, CFP®

Senior Wealth Advisor

Gregory Taylor, CFA, CFP®, is a Senior Wealth Advisor at Beacon Pointe Advisors and 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, Greg was a Regional Vice President at Mercer Advisors and a Financial Analyst at Falcon Point Capital.  Greg graduated from the University of California, San Diego where he earned a bachelor’s degree in Quantitative Economics & Decision Sciences.  He holds both the Chartered Financial Analyst (CFA) and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designations.  Greg resides in Moraga, California with his family where he continues to enjoy his passion for mountain biking and skiing.

John Zhang, AAMS®

Associate Wealth Advisor

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.

Leah Loewenthal

Associate Wealth Advisor

Leah is an 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.

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.

Meet the San Jose & San Francisco Bay Area Team

Filter By

Amber Gresham

Regional Director, Wealth Advisor

Amber Gresham is a Regional Director and Wealth Advisor based out of the Beacon Pointe Bay Area office, providing clients with customized wealth management solutions in addition to coordinating and leading business development efforts across Beacon Pointe’s referral networks and custodial partners. 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.

Cara Barr, MBA

Senior Wealth Advisor

Cara Barr is Senior Wealth Advisor at Beacon Pointe Advisors.  With over 20 years of experience in wealth management, she has worked with clients ranging from families to large institutions, both internationally and domestically. Cara is an active member of Beacon Pointe’s Women’s Advisory Institute and is passionate about empowering women with their wealth, guiding clients through transitions and delivering custom investment solutions aligned with clients’ deepest goals.  Prior to joining Beacon Pointe,  Cara was a Managing Director at a national RIA, and earlier was a Director at BlackRock, with a focus on ESG and impact investing solutions.  Cara holds a B.A., M.B.A and is on course to complete the CERTIFIED FINANCIAL PLANNING™ designation. She lives in Marin, California, where she enjoys surfing, cycling and trail running, though none of which are more active than chasing her young daughter.

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.

Gregory Lee, MS

Associate Wealth Advisor

Born and raised in San Francisco, Gregory is an Associate Wealth Advisor at Beacon Pointe’s Northern California office. He is responsible for a range of different functions within portfolio management, client servicing, and advisor support. Gregory graduated with a Bachelor’s Degree in Finance and Double Minor Degrees in Computer Science and Chinese Studies at the University of San Francisco, where he also earned his Master of Science in Financial Analytics. He values being a part of the Beacon Pointe team and is motivated by clients’ financial success. In his spare time, he enjoys fishing, swimming, kickboxing, and spending time with his family and friends.

Gregory Taylor, CFA, CFP®

Senior Wealth Advisor

Gregory Taylor, CFA, CFP®, is a Senior Wealth Advisor at Beacon Pointe Advisors and 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, Greg was a Regional Vice President at Mercer Advisors and a Financial Analyst at Falcon Point Capital.  Greg graduated from the University of California, San Diego where he earned a bachelor’s degree in Quantitative Economics & Decision Sciences.  He holds both the Chartered Financial Analyst (CFA) and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designations.  Greg resides in Moraga, California with his family where he continues to enjoy his passion for mountain biking and skiing.

John Zhang, AAMS®

Associate Wealth Advisor

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.

Leah Loewenthal

Associate Wealth Advisor

Leah is an 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.

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 Financial Advisors in the San Jose & San Francisco Bay Area.

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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