Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Philadelphia, PA
Beacon Pointe is a Philadelphia based wealth advisor and is one of the largest 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 Philadelphia 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 Philadelphia office to see how best we can assist you with your investment portfolio and financial planning needs.
Meet the Philadelphia Financial Advisor Team
Alisa Garnek, CFP®, CDFA®, MSTFP
Associate Director, Financial Planning
Alisa Garnek holds the Certified Financial Planner™ designation as well as the Certified Divorce Financial Analyst (CDFA®) designation. and is responsible for working with the firm’s clients to determine the best strategies to meet their financial goals. Alisa brings 20 years of experience in financial planning, wealth management, financial services, tax preparation, accounting services, and retirement planning strategies. Alisa graduated with a Bachelor of Science in Accounting from University of Delaware. She also holds a Master of Science in Taxation and Financial Planning from Widener University.
Jill B. Steinberg, MBA, CDFA®
Partner, Managing Director
Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial and life goals. She is very passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute. Jill serves on boards and investment committees for several local Philadelphia non-profits (including Live Like Blaine, a nonprofit founded in her daughter’s honor). Jill graduated cum laude from Princeton University with a degree in Economics and earned an MBA with distinction in Finance and Real Estate from the Wharton School of the University of Pennsylvania and holds Certified Divorce Financial Analyst (CDFA®) designation.
Justin Josephs
Associate Wealth Advisor
Justin is an Associate Wealth Advisor in Beacon Pointe’s Philadelphia office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Among his duties are portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Justin worked in client services at Vanguard before transitioning to a financial planning role with another wealth management firm. Justin graduated with a bachelor’s degree in Financial Planning from Temple University. Outside of the office, Justin enjoys cooking, playing sports, traveling and spending time with friends and family.
Kate Pettee Hickey, CFP®
Wealth Advisor
Kate is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, in new client development for J.P. Morgan Global Alternatives. Kate is a CERTIFIED FINANCIAL PLANNER™ and she earned a Bachelor of Business Administration with majors in Finance and International Business from Villanova University. She currently resides in Philadelphia, Pennsylvania.
Kelley O’Brien, CPA
Associate Wealth Advisor
Kelley O’Brien is an Associate Wealth Advisor at Beacon Pointe Advisors Philadelphia 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, Kelley spent twelve years in both public accounting and in-house accounting roles, and specialized in serving tax-exempt organizations including universities, healthcare systems, and other mission-based organizations. Kelley holds a B.S. in Accountancy and a Master of Taxation from Villanova University, and is a CPA licensed in Pennsylvania. Outside of the office, Kelley enjoys cooking, painting, and hiking with her dog, George.
Linda Brown Carter
Manager, Client Services
Linda Brown Carter is a Client Services Manager in the Philadelphia office, overseeing account management and processes while supporting the advisory and financial planning teams with client relationships. Linda has over 20 years of corporate finance experience in various financial management and director-level positions and 6 years of management consulting experience specializing in financial processes and operations integration. Linda is a graduate of The Wharton School of the University of Pennsylvania with an MBA in finance and Temple University with a BS in accounting. Outside her profession, Linda is an engaged community service volunteer focusing on educational and economic empowerment for under-served populations. She is also contemporary gospel music and jazz enthusiast and enjoys traveling, experiencing various cultures, spectator sports including basketball and football, and spending quality family time with her husband and adult son.
Mariah Back
Senior Associate, Client Service
Mariah is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience and daily duties include account administration, processing new and existing client paperwork and assisting clients with day-to-day service requests. Prior to working at Beacon Pointe, Mariah worked for CBRE, Inc. as a Senior Business Operations Coordinator and earned a Bachelor of Science at Pennsylvania State University. Outside of the office, Mariah enjoys picnics, going on walks and cooking new recipes.
Michael Gonzalez, CFP®
Wealth Advisor
Michael is a Senior Associate Wealth Advisor in Beacon Pointe’s Philadelphia office and is involved in all aspects of client service, financial planning and account management. Prior to joining Beacon Pointe, Michael worked with SEI Investments as an account manager in their Private Wealth Management department. He earned his Bachelor of Economics from Penn State University and was a member of the men’s varsity soccer team. He currently resides in Philadelphia, PA.
Meet the Philadelphia Financial Advisor Team
Alisa Garnek, CFP®, CDFA®, MSTFP
Associate Director, Financial Planning
Alisa Garnek holds the Certified Financial Planner™ designation as well as the Certified Divorce Financial Analyst (CDFA®) designation. and is responsible for working with the firm’s clients to determine the best strategies to meet their financial goals. Alisa brings 20 years of experience in financial planning, wealth management, financial services, tax preparation, accounting services, and retirement planning strategies. Alisa graduated with a Bachelor of Science in Accounting from University of Delaware. She also holds a Master of Science in Taxation and Financial Planning from Widener University.
Jill B. Steinberg, MBA, CDFA®
Partner, Managing Director
Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial and life goals. She is very passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute. Jill serves on boards and investment committees for several local Philadelphia non-profits (including Live Like Blaine, a nonprofit founded in her daughter’s honor). Jill graduated cum laude from Princeton University with a degree in Economics and earned an MBA with distinction in Finance and Real Estate from the Wharton School of the University of Pennsylvania and holds Certified Divorce Financial Analyst (CDFA®) designation.
Justin Josephs
Associate Wealth Advisor
Justin is an Associate Wealth Advisor in Beacon Pointe’s Philadelphia office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Among his duties are portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Justin worked in client services at Vanguard before transitioning to a financial planning role with another wealth management firm. Justin graduated with a bachelor’s degree in Financial Planning from Temple University. Outside of the office, Justin enjoys cooking, playing sports, traveling and spending time with friends and family.
Kate Pettee Hickey, CFP®
Wealth Advisor
Kate is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, in new client development for J.P. Morgan Global Alternatives. Kate is a CERTIFIED FINANCIAL PLANNER™ and she earned a Bachelor of Business Administration with majors in Finance and International Business from Villanova University. She currently resides in Philadelphia, Pennsylvania.
Kelley O’Brien, CPA
Associate Wealth Advisor
Kelley O’Brien is an Associate Wealth Advisor at Beacon Pointe Advisors Philadelphia 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, Kelley spent twelve years in both public accounting and in-house accounting roles, and specialized in serving tax-exempt organizations including universities, healthcare systems, and other mission-based organizations. Kelley holds a B.S. in Accountancy and a Master of Taxation from Villanova University, and is a CPA licensed in Pennsylvania. Outside of the office, Kelley enjoys cooking, painting, and hiking with her dog, George.
Linda Brown Carter
Manager, Client Services
Linda Brown Carter is a Client Services Manager in the Philadelphia office, overseeing account management and processes while supporting the advisory and financial planning teams with client relationships. Linda has over 20 years of corporate finance experience in various financial management and director-level positions and 6 years of management consulting experience specializing in financial processes and operations integration. Linda is a graduate of The Wharton School of the University of Pennsylvania with an MBA in finance and Temple University with a BS in accounting. Outside her profession, Linda is an engaged community service volunteer focusing on educational and economic empowerment for under-served populations. She is also contemporary gospel music and jazz enthusiast and enjoys traveling, experiencing various cultures, spectator sports including basketball and football, and spending quality family time with her husband and adult son.
Mariah Back
Senior Associate, Client Service
Mariah is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience and daily duties include account administration, processing new and existing client paperwork and assisting clients with day-to-day service requests. Prior to working at Beacon Pointe, Mariah worked for CBRE, Inc. as a Senior Business Operations Coordinator and earned a Bachelor of Science at Pennsylvania State University. Outside of the office, Mariah enjoys picnics, going on walks and cooking new recipes.
Michael Gonzalez, CFP®
Wealth Advisor
Michael is a Senior Associate Wealth Advisor in Beacon Pointe’s Philadelphia office and is involved in all aspects of client service, financial planning and account management. Prior to joining Beacon Pointe, Michael worked with SEI Investments as an account manager in their Private Wealth Management department. He earned his Bachelor of Economics from Penn State University and was a member of the men’s varsity soccer team. He currently resides in Philadelphia, PA.
Meet the Philadelphia Financial Advisor Team
Alisa Garnek, CFP®, CDFA®, MSTFP
Associate Director, Financial Planning
Alisa Garnek holds the Certified Financial Planner™ designation as well as the Certified Divorce Financial Analyst (CDFA®) designation. and is responsible for working with the firm’s clients to determine the best strategies to meet their financial goals. Alisa brings 20 years of experience in financial planning, wealth management, financial services, tax preparation, accounting services, and retirement planning strategies. Alisa graduated with a Bachelor of Science in Accounting from University of Delaware. She also holds a Master of Science in Taxation and Financial Planning from Widener University.
Jill B. Steinberg, MBA, CDFA®
Partner, Managing Director
Jill Steinberg brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Advisors as a Managing Director and Partner. Prior to joining Beacon Pointe, Jill founded Walden Capital Advisors in 2006 to provide high net worth women and men comprehensive investment advice to help them achieve their financial and life goals. She is very passionate about empowering women both personally and professionally and is an active member of Beacon Pointe’s Women’s Advisory Institute. Jill serves on boards and investment committees for several local Philadelphia non-profits (including Live Like Blaine, a nonprofit founded in her daughter’s honor). Jill graduated cum laude from Princeton University with a degree in Economics and earned an MBA with distinction in Finance and Real Estate from the Wharton School of the University of Pennsylvania and holds Certified Divorce Financial Analyst (CDFA®) designation.
Justin Josephs
Associate Wealth Advisor
Justin is an Associate Wealth Advisor in Beacon Pointe’s Philadelphia office and is responsible for partnering with clients and their advisors to provide customized solutions that help clients meet their unique financial goals. Among his duties are portfolio performance reporting, asset allocation modeling and client servicing. Prior to joining Beacon Pointe, Justin worked in client services at Vanguard before transitioning to a financial planning role with another wealth management firm. Justin graduated with a bachelor’s degree in Financial Planning from Temple University. Outside of the office, Justin enjoys cooking, playing sports, traveling and spending time with friends and family.
Kate Pettee Hickey, CFP®
Wealth Advisor
Kate is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, in new client development for J.P. Morgan Global Alternatives. Kate is a CERTIFIED FINANCIAL PLANNER™ and she earned a Bachelor of Business Administration with majors in Finance and International Business from Villanova University. She currently resides in Philadelphia, Pennsylvania.
Kelley O’Brien, CPA
Associate Wealth Advisor
Kelley O’Brien is an Associate Wealth Advisor at Beacon Pointe Advisors Philadelphia 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, Kelley spent twelve years in both public accounting and in-house accounting roles, and specialized in serving tax-exempt organizations including universities, healthcare systems, and other mission-based organizations. Kelley holds a B.S. in Accountancy and a Master of Taxation from Villanova University, and is a CPA licensed in Pennsylvania. Outside of the office, Kelley enjoys cooking, painting, and hiking with her dog, George.
Linda Brown Carter
Manager, Client Services
Linda Brown Carter is a Client Services Manager in the Philadelphia office, overseeing account management and processes while supporting the advisory and financial planning teams with client relationships. Linda has over 20 years of corporate finance experience in various financial management and director-level positions and 6 years of management consulting experience specializing in financial processes and operations integration. Linda is a graduate of The Wharton School of the University of Pennsylvania with an MBA in finance and Temple University with a BS in accounting. Outside her profession, Linda is an engaged community service volunteer focusing on educational and economic empowerment for under-served populations. She is also contemporary gospel music and jazz enthusiast and enjoys traveling, experiencing various cultures, spectator sports including basketball and football, and spending quality family time with her husband and adult son.
Mariah Back
Senior Associate, Client Service
Mariah is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience and daily duties include account administration, processing new and existing client paperwork and assisting clients with day-to-day service requests. Prior to working at Beacon Pointe, Mariah worked for CBRE, Inc. as a Senior Business Operations Coordinator and earned a Bachelor of Science at Pennsylvania State University. Outside of the office, Mariah enjoys picnics, going on walks and cooking new recipes.
Michael Gonzalez, CFP®
Wealth Advisor
Michael is a Senior Associate Wealth Advisor in Beacon Pointe’s Philadelphia office and is involved in all aspects of client service, financial planning and account management. Prior to joining Beacon Pointe, Michael worked with SEI Investments as an account manager in their Private Wealth Management department. He earned his Bachelor of Economics from Penn State University and was a member of the men’s varsity soccer team. He currently resides in Philadelphia, PA.
Connect with one of our trusted Financial Advisors in Philadelphia, PA.
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