Bay Area 
Address

920 Hillview Court
Suite 160

Milpitas, CA 95035

Contact

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

San Jose & San Francisco Bay Area Team

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Cindy Van, RP®

Senior Associate, Client Service

Cindy Van is a Registered Paraplanner and primarily responsible for processing account paperwork, advisor and client support, and organizing office events. Prior to joining Beacon Pointe Wealth Advisors, Cindy worked in the marketing department at her university and spent three months in Cambodia visiting family and volunteering. Cindy graduated from the University of the Pacific where she earned a bachelor’s degree in business administration. She enjoys live music, exploring local events, and spending time with family and friends.

Donald Johnson, CFA

Senior Associate, Investment Research

Donald Johnson is primarily responsible for trading, research, and assisting in portfolio construction for the Beacon Pointe Wealth Advisors Northern California office. He previously worked at Opes Advisors where he handled trading. Donald earned his Bachelor’s degree from the Lundquist College of Business at the University of Oregon. He has earned the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Mr. Johnson is married and lives with his wife and two children in San Jose, California.

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.

Huy Do

Associate Wealth Advisor

Huy is primarily responsible for coordinating trades with investment managers, creating portfolio reports, and assisting with servicing the needs of Beacon Pointe’s private clients. Prior to Beacon Pointe, Huy worked at TD Ameritrade where his role focused specifically on client service. Huy earned his Bachelor’s degree from San Jose State University. Outside of work he enjoys reading non-fiction and spending time with his two dogs. He currently resides in San Jose, California.

Kimberly Pham

Associate, Client Service

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

Managing Director, Partner

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®

Managing Director, Partner

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.  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 RIA.  Tyler graduated from the University of Colorado, Boulder where he earned a bachelor’s degree in business administration and he holds the Certified Financial Planner™ (CFP®) certification.  Tyler is a member of The Guardsmen, a local charitable organization and he lives in Marin with his wife and two sons.

 

San Jose & San Francisco Bay Area Team

Filter By

Cindy Van, RP®

Senior Associate, Client Service

Cindy Van is a Registered Paraplanner and primarily responsible for processing account paperwork, advisor and client support, and organizing office events. Prior to joining Beacon Pointe Wealth Advisors, Cindy worked in the marketing department at her university and spent three months in Cambodia visiting family and volunteering. Cindy graduated from the University of the Pacific where she earned a bachelor’s degree in business administration. She enjoys live music, exploring local events, and spending time with family and friends.

Donald Johnson, CFA

Senior Associate, Investment Research

Donald Johnson is primarily responsible for trading, research, and assisting in portfolio construction for the Beacon Pointe Wealth Advisors Northern California office. He previously worked at Opes Advisors where he handled trading. Donald earned his Bachelor’s degree from the Lundquist College of Business at the University of Oregon. He has earned the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Mr. Johnson is married and lives with his wife and two children in San Jose, California.

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.

Huy Do

Associate Wealth Advisor

Huy is primarily responsible for coordinating trades with investment managers, creating portfolio reports, and assisting with servicing the needs of Beacon Pointe’s private clients. Prior to Beacon Pointe, Huy worked at TD Ameritrade where his role focused specifically on client service. Huy earned his Bachelor’s degree from San Jose State University. Outside of work he enjoys reading non-fiction and spending time with his two dogs. He currently resides in San Jose, California.

Kimberly Pham

Associate, Client Service

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

Managing Director, Partner

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®

Managing Director, Partner

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.  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 RIA.  Tyler graduated from the University of Colorado, Boulder where he earned a bachelor’s degree in business administration and he holds the Certified Financial Planner™ (CFP®) certification.  Tyler is a member of The Guardsmen, a local charitable organization and he lives in Marin with his wife and two sons.

 

San Jose & San Francisco Bay Area Team

Filter By

Cindy Van, RP®

Senior Associate, Client Service

Cindy Van is a Registered Paraplanner and primarily responsible for processing account paperwork, advisor and client support, and organizing office events. Prior to joining Beacon Pointe Wealth Advisors, Cindy worked in the marketing department at her university and spent three months in Cambodia visiting family and volunteering. Cindy graduated from the University of the Pacific where she earned a bachelor’s degree in business administration. She enjoys live music, exploring local events, and spending time with family and friends.

Donald Johnson, CFA

Senior Associate, Investment Research

Donald Johnson is primarily responsible for trading, research, and assisting in portfolio construction for the Beacon Pointe Wealth Advisors Northern California office. He previously worked at Opes Advisors where he handled trading. Donald earned his Bachelor’s degree from the Lundquist College of Business at the University of Oregon. He has earned the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Mr. Johnson is married and lives with his wife and two children in San Jose, California.

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.

Huy Do

Associate Wealth Advisor

Huy is primarily responsible for coordinating trades with investment managers, creating portfolio reports, and assisting with servicing the needs of Beacon Pointe’s private clients. Prior to Beacon Pointe, Huy worked at TD Ameritrade where his role focused specifically on client service. Huy earned his Bachelor’s degree from San Jose State University. Outside of work he enjoys reading non-fiction and spending time with his two dogs. He currently resides in San Jose, California.

Kimberly Pham

Associate, Client Service

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

Managing Director, Partner

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®

Managing Director, Partner

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.  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 RIA.  Tyler graduated from the University of Colorado, Boulder where he earned a bachelor’s degree in business administration and he holds the Certified Financial Planner™ (CFP®) certification.  Tyler is a member of The Guardsmen, a local charitable organization and he lives in Marin with his wife and two sons.