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 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 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 Team

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Alisa Garnek, CFP®, CDFA®, MSTFP

Financial Planner

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.

Bryan A. Moylan, CFP®

Senior Wealth Advisor

Bryan is responsible for client servicing and new client development within the Beacon Pointe Wealth Advisors Philadelphia Office. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. He is involved on all aspects of client activities including daily operations, financial planning and investment management. Bryan has worked in the financial services industry for seven years and holds the Certified Financial Planner™ (CFP®) certification. He graduated magna cum laude from Indiana University of Pennsylvania with a B.S. in Finance and a Minor in Applied Statistics.

Christopher Budny, CFP®

Senior Associate Wealth Advisor

Chris is a Senior 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. Prior to joining Beacon Pointe, he worked as an Associate Financial Advisor at Wescott Financial Advisory Group and gained significant experience in client servicing, estate transfers and portfolio construction at Vanguard. He earned his bachelor’s degree with a finance specialization from Temple University and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He is also an active member of The National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). In his free time, Chris enjoys snowboarding, golfing, traveling, and spending time with friends and family.

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.

Kate Pettee, 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.

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

Associate Wealth Advisor

Michael is an 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.

Nicole E. LaRocca

Manager, Client Service

Nicole partners with our wealth advisors to provide the firm’s clients with a personalized service experience.  She is responsible for daily client service, assisting with client meetings, onboarding new clients, document preparation, and creating deeper client relationships.  Prior to joining Beacon Pointe, Nicole spent eight years working in the wealth management industry where she held roles with increasing responsibilities in client service, operations and sales. She received her Bachelor of Science degree in Business Administration, with a dual major in Marketing and Finance, from La Salle University in Philadelphia, PA.

Meet the Philadelphia Team

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Alisa Garnek, CFP®, CDFA®, MSTFP

Financial Planner

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.

Bryan A. Moylan, CFP®

Senior Wealth Advisor

Bryan is responsible for client servicing and new client development within the Beacon Pointe Wealth Advisors Philadelphia Office. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. He is involved on all aspects of client activities including daily operations, financial planning and investment management. Bryan has worked in the financial services industry for seven years and holds the Certified Financial Planner™ (CFP®) certification. He graduated magna cum laude from Indiana University of Pennsylvania with a B.S. in Finance and a Minor in Applied Statistics.

Christopher Budny, CFP®

Senior Associate Wealth Advisor

Chris is a Senior 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. Prior to joining Beacon Pointe, he worked as an Associate Financial Advisor at Wescott Financial Advisory Group and gained significant experience in client servicing, estate transfers and portfolio construction at Vanguard. He earned his bachelor’s degree with a finance specialization from Temple University and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He is also an active member of The National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). In his free time, Chris enjoys snowboarding, golfing, traveling, and spending time with friends and family.

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.

Kate Pettee, 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.

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

Associate Wealth Advisor

Michael is an 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.

Nicole E. LaRocca

Manager, Client Service

Nicole partners with our wealth advisors to provide the firm’s clients with a personalized service experience.  She is responsible for daily client service, assisting with client meetings, onboarding new clients, document preparation, and creating deeper client relationships.  Prior to joining Beacon Pointe, Nicole spent eight years working in the wealth management industry where she held roles with increasing responsibilities in client service, operations and sales. She received her Bachelor of Science degree in Business Administration, with a dual major in Marketing and Finance, from La Salle University in Philadelphia, PA.

Meet the Philadelphia Team

Filter By

Alisa Garnek, CFP®, CDFA®, MSTFP

Financial Planner

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.

Bryan A. Moylan, CFP®

Senior Wealth Advisor

Bryan is responsible for client servicing and new client development within the Beacon Pointe Wealth Advisors Philadelphia Office. He is dedicated to providing his clients with individually tailored solutions and strives to achieve the optimal alignment between their wealth, values and goals. He is involved on all aspects of client activities including daily operations, financial planning and investment management. Bryan has worked in the financial services industry for seven years and holds the Certified Financial Planner™ (CFP®) certification. He graduated magna cum laude from Indiana University of Pennsylvania with a B.S. in Finance and a Minor in Applied Statistics.

Christopher Budny, CFP®

Senior Associate Wealth Advisor

Chris is a Senior 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. Prior to joining Beacon Pointe, he worked as an Associate Financial Advisor at Wescott Financial Advisory Group and gained significant experience in client servicing, estate transfers and portfolio construction at Vanguard. He earned his bachelor’s degree with a finance specialization from Temple University and holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He is also an active member of The National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). In his free time, Chris enjoys snowboarding, golfing, traveling, and spending time with friends and family.

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.

Kate Pettee, 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.

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

Associate Wealth Advisor

Michael is an 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.

Nicole E. LaRocca

Manager, Client Service

Nicole partners with our wealth advisors to provide the firm’s clients with a personalized service experience.  She is responsible for daily client service, assisting with client meetings, onboarding new clients, document preparation, and creating deeper client relationships.  Prior to joining Beacon Pointe, Nicole spent eight years working in the wealth management industry where she held roles with increasing responsibilities in client service, operations and sales. She received her Bachelor of Science degree in Business Administration, with a dual major in Marketing and Finance, from La Salle University in Philadelphia, PA.

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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