Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Palm Desert, California
Address

73-833 El Paseo
Suite 102

Palm Desert, CA 92260

Contact

info-pd@beaconpointe.com
(760) 237-8970

Palm Desert Team

Beacon Pointe is a Palm Desert 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 Palm Desert 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 Palm Desert office to see how best we can assist you with your investment portfolio and financial planning needs.

 

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Amber Lembo

Senior Associate, Client Service

Amber supports the Retirement Plan Services team within the Beacon Pointe Wealth Advisors Palm Desert office. Her responsibilities include a wide range of daily client service, onboarding new clients, scheduling and assisting with client meetings and document preparation for new and prospective clients, verification and processing functions related to 401(k) accounts and direct business.  Prior to joining Beacon Pointe Wealth Advisors, Amber worked at Integrated Wealth management for six years as an Executive Client Service Associate with the Retirement Plan Services team. In 2008, Amber entered the financial/lending industry as a Loan Assistant and Loan Operations and Documentation Specialist at Canyon National Bank/Pacific Premier Bank.  Amber is also a Notary Public. In her spare time, she enjoys staying active, spending time with her friends, family and her dog Trigger.

Brandt Kuhn, CFP®

Managing Director, Partner

Brandt Kuhn, CFP® is a financial planning focused advisor. He creates financial plans that help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit.  In addition, Brandt specializes in qualified retirement plans, including plan design, implementation and management that help employers and employees reach their retirement savings goals. After graduating from California Polytechnic State University San Luis Obispo with a Bachelor of Science in Business Administration and a concentration in Financial Management, Brandt came home to the Palm Springs area. Brandt holds the Certified Financial Planner™ (CFP®) certification.  He serves on the board of the Desert Recreation District Foundation, the Advisory Board of The First Tee of the Coachella Valley, and the Palm Desert Chamber of Commerce. He is also a graduate of the prestigious Leadership Coachella Valley program and serves on the Alumni Council.  Brandt enjoys golf, snowboarding, and spending time with his wife and their black lab/beagle, Abby.

Michele T. Sarna, AIF®, AWMA®

Managing Director, Partner

Michele Sarna, AIF®, AWMA® is responsible for the development of financial plans that help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit. In addition, Michele specializes in qualified retirement plans, including plan design, implementation and management that help employers and employees reach their retirement savings goals. Michele has extensive experience in investment management and the brokerage industry. Prior to her career in financial services, she and her husband ran and managed a construction business.  She is also passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute.  She holds a Bachelor of Science degree in Business Administration/Finance from California State University, Long Beach and holds the Accredited Investment Fiduciary™ and Accredited Wealth Management Advisor™ designations. Michele is also a Notary Public.  Michele is married and has four children. During her free time, she likes to run and participates in many races benefiting non-profit organizations.

Palm Desert Team

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Amber Lembo

Senior Associate, Client Service

Amber supports the Retirement Plan Services team within the Beacon Pointe Wealth Advisors Palm Desert office. Her responsibilities include a wide range of daily client service, onboarding new clients, scheduling and assisting with client meetings and document preparation for new and prospective clients, verification and processing functions related to 401(k) accounts and direct business.  Prior to joining Beacon Pointe Wealth Advisors, Amber worked at Integrated Wealth management for six years as an Executive Client Service Associate with the Retirement Plan Services team. In 2008, Amber entered the financial/lending industry as a Loan Assistant and Loan Operations and Documentation Specialist at Canyon National Bank/Pacific Premier Bank.  Amber is also a Notary Public. In her spare time, she enjoys staying active, spending time with her friends, family and her dog Trigger.

Brandt Kuhn, CFP®

Managing Director, Partner

Brandt Kuhn, CFP® is a financial planning focused advisor. He creates financial plans that help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit.  In addition, Brandt specializes in qualified retirement plans, including plan design, implementation and management that help employers and employees reach their retirement savings goals. After graduating from California Polytechnic State University San Luis Obispo with a Bachelor of Science in Business Administration and a concentration in Financial Management, Brandt came home to the Palm Springs area. Brandt holds the Certified Financial Planner™ (CFP®) certification.  He serves on the board of the Desert Recreation District Foundation, the Advisory Board of The First Tee of the Coachella Valley, and the Palm Desert Chamber of Commerce. He is also a graduate of the prestigious Leadership Coachella Valley program and serves on the Alumni Council.  Brandt enjoys golf, snowboarding, and spending time with his wife and their black lab/beagle, Abby.

Michele T. Sarna, AIF®, AWMA®

Managing Director, Partner

Michele Sarna, AIF®, AWMA® is responsible for the development of financial plans that help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit. In addition, Michele specializes in qualified retirement plans, including plan design, implementation and management that help employers and employees reach their retirement savings goals. Michele has extensive experience in investment management and the brokerage industry. Prior to her career in financial services, she and her husband ran and managed a construction business.  She is also passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute.  She holds a Bachelor of Science degree in Business Administration/Finance from California State University, Long Beach and holds the Accredited Investment Fiduciary™ and Accredited Wealth Management Advisor™ designations. Michele is also a Notary Public.  Michele is married and has four children. During her free time, she likes to run and participates in many races benefiting non-profit organizations.

Palm Desert Team

Filter By

Amber Lembo

Senior Associate, Client Service

Amber supports the Retirement Plan Services team within the Beacon Pointe Wealth Advisors Palm Desert office. Her responsibilities include a wide range of daily client service, onboarding new clients, scheduling and assisting with client meetings and document preparation for new and prospective clients, verification and processing functions related to 401(k) accounts and direct business.  Prior to joining Beacon Pointe Wealth Advisors, Amber worked at Integrated Wealth management for six years as an Executive Client Service Associate with the Retirement Plan Services team. In 2008, Amber entered the financial/lending industry as a Loan Assistant and Loan Operations and Documentation Specialist at Canyon National Bank/Pacific Premier Bank.  Amber is also a Notary Public. In her spare time, she enjoys staying active, spending time with her friends, family and her dog Trigger.

Brandt Kuhn, CFP®

Managing Director, Partner

Brandt Kuhn, CFP® is a financial planning focused advisor. He creates financial plans that help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit.  In addition, Brandt specializes in qualified retirement plans, including plan design, implementation and management that help employers and employees reach their retirement savings goals. After graduating from California Polytechnic State University San Luis Obispo with a Bachelor of Science in Business Administration and a concentration in Financial Management, Brandt came home to the Palm Springs area. Brandt holds the Certified Financial Planner™ (CFP®) certification.  He serves on the board of the Desert Recreation District Foundation, the Advisory Board of The First Tee of the Coachella Valley, and the Palm Desert Chamber of Commerce. He is also a graduate of the prestigious Leadership Coachella Valley program and serves on the Alumni Council.  Brandt enjoys golf, snowboarding, and spending time with his wife and their black lab/beagle, Abby.

Michele T. Sarna, AIF®, AWMA®

Managing Director, Partner

Michele Sarna, AIF®, AWMA® is responsible for the development of financial plans that help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit. In addition, Michele specializes in qualified retirement plans, including plan design, implementation and management that help employers and employees reach their retirement savings goals. Michele has extensive experience in investment management and the brokerage industry. Prior to her career in financial services, she and her husband ran and managed a construction business.  She is also passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute.  She holds a Bachelor of Science degree in Business Administration/Finance from California State University, Long Beach and holds the Accredited Investment Fiduciary™ and Accredited Wealth Management Advisor™ designations. Michele is also a Notary Public.  Michele is married and has four children. During her free time, she likes to run and participates in many races benefiting non-profit organizations.

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