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.

Contact Information

info@beaconpointe.com
(610) 664-6100

Meet the Philadelphia Financial Advisor Team

Filter By
Alisa Garnek

Alisa Garnek, CFP®, CDFA®, MSTFP, NSSA®

Associate Director, Financial Planning

Alisa Garnek holds the Certified Financial Planning™ (CFP®) 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 also holds the National Social Security Advisor (NSSA®) designation and is the Social Security specialist for Beacon Pointe nationwide. 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 Steinberg

Jill B. Steinberg, CDFA®, MBA

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, CFP®

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. Justin is a Certified Financial Planner™ (CFP®), and, in his free time, enjoys cooking, playing sports, traveling, and spending time with friends and family.

Kate Pettee

Kate Pettee Hickey, CFP®

Wealth Advisor

Kate is a Wealth Advisor in Beacon Pointe Advisors Philadelphia office. Through a holistic approach to wealth management, Kate develops strategies to help clients identify and meet their financial goals. Kate is also responsible for asset allocation implementation and client servicing for Beacon Pointe’s private clients. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, in client development for J.P. Morgan Global Alternatives. In 2021, Kate was named to InvestmentNews’  prestigious 40 Under 40 ranking, one of the youngest advisors named to the class of 2021. Kate is a Certified Financial Planner™ (CFP®) and she earned a Bachelor of Business Administration with majors in Finance and International Business and a minor in Business Law and Corporate Governance from Villanova University where she was also a member of the Women’s Tennis Team. Kate is passionate about providing financial literacy for women through Beacon Pointe’s Women’s Advisory Institute and is a specialist in values-based Investing. Outside of the office Kate enjoys skiing, practicing yoga, and traveling. 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 Wealth Advisor in Beacon Pointe’s Philadelphia office. He provides clients with a comprehensive financial planning experience including investment, estate, retirement, risk management, and tax planning. Michael develops deep relationships with his clients while helping them achieve their long-term goals and peace of mind about their finances. Prior to joining Beacon Pointe, Michael worked at SEI Investments as an account manager in its 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. Michael is a Certified Financial Planner™ (CFP®), and, in his free time, enjoys spending time with his wife, playing soccer, and reading. He currently resides in Philadelphia, PA.

Rebecca Thompson, CFP®

Wealth Advisor

Rebecca is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to develop and implement customized solutions that help clients meet their financial goals. With over two decades of industry experience, Rebecca is a seasoned financial professional dedicated to creating tailored strategies to help her clients align their wealth and values. Rebecca graduated from Villanova University with a bachelor’s degree in leadership development and holds the Certified Financial Planner™ (CFP®) designation. She is also an active member of The National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Rebecca and her husband live in Lansdale, Pennsylvania, where she serves on the Board of Manna on Main Street, a local food pantry and resource center for people experiencing food and financial insecurity. Outside of work, she enjoys golf, working out and tending to her extensive plant collection.

 

Meet the Philadelphia Financial Advisor Team

Filter By
Alisa Garnek

Alisa Garnek, CFP®, CDFA®, MSTFP, NSSA®

Associate Director, Financial Planning

Alisa Garnek holds the Certified Financial Planning™ (CFP®) 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 also holds the National Social Security Advisor (NSSA®) designation and is the Social Security specialist for Beacon Pointe nationwide. 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 Steinberg

Jill B. Steinberg, CDFA®, MBA

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, CFP®

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. Justin is a Certified Financial Planner™ (CFP®), and, in his free time, enjoys cooking, playing sports, traveling, and spending time with friends and family.

Kate Pettee

Kate Pettee Hickey, CFP®

Wealth Advisor

Kate is a Wealth Advisor in Beacon Pointe Advisors Philadelphia office. Through a holistic approach to wealth management, Kate develops strategies to help clients identify and meet their financial goals. Kate is also responsible for asset allocation implementation and client servicing for Beacon Pointe’s private clients. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, in client development for J.P. Morgan Global Alternatives. In 2021, Kate was named to InvestmentNews’  prestigious 40 Under 40 ranking, one of the youngest advisors named to the class of 2021. Kate is a Certified Financial Planner™ (CFP®) and she earned a Bachelor of Business Administration with majors in Finance and International Business and a minor in Business Law and Corporate Governance from Villanova University where she was also a member of the Women’s Tennis Team. Kate is passionate about providing financial literacy for women through Beacon Pointe’s Women’s Advisory Institute and is a specialist in values-based Investing. Outside of the office Kate enjoys skiing, practicing yoga, and traveling. 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 Wealth Advisor in Beacon Pointe’s Philadelphia office. He provides clients with a comprehensive financial planning experience including investment, estate, retirement, risk management, and tax planning. Michael develops deep relationships with his clients while helping them achieve their long-term goals and peace of mind about their finances. Prior to joining Beacon Pointe, Michael worked at SEI Investments as an account manager in its 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. Michael is a Certified Financial Planner™ (CFP®), and, in his free time, enjoys spending time with his wife, playing soccer, and reading. He currently resides in Philadelphia, PA.

Rebecca Thompson, CFP®

Wealth Advisor

Rebecca is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to develop and implement customized solutions that help clients meet their financial goals. With over two decades of industry experience, Rebecca is a seasoned financial professional dedicated to creating tailored strategies to help her clients align their wealth and values. Rebecca graduated from Villanova University with a bachelor’s degree in leadership development and holds the Certified Financial Planner™ (CFP®) designation. She is also an active member of The National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Rebecca and her husband live in Lansdale, Pennsylvania, where she serves on the Board of Manna on Main Street, a local food pantry and resource center for people experiencing food and financial insecurity. Outside of work, she enjoys golf, working out and tending to her extensive plant collection.

 

Meet the Philadelphia Financial Advisor Team

Filter By
Alisa Garnek

Alisa Garnek, CFP®, CDFA®, MSTFP, NSSA®

Associate Director, Financial Planning

Alisa Garnek holds the Certified Financial Planning™ (CFP®) 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 also holds the National Social Security Advisor (NSSA®) designation and is the Social Security specialist for Beacon Pointe nationwide. 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 Steinberg

Jill B. Steinberg, CDFA®, MBA

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, CFP®

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. Justin is a Certified Financial Planner™ (CFP®), and, in his free time, enjoys cooking, playing sports, traveling, and spending time with friends and family.

Kate Pettee

Kate Pettee Hickey, CFP®

Wealth Advisor

Kate is a Wealth Advisor in Beacon Pointe Advisors Philadelphia office. Through a holistic approach to wealth management, Kate develops strategies to help clients identify and meet their financial goals. Kate is also responsible for asset allocation implementation and client servicing for Beacon Pointe’s private clients. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, in client development for J.P. Morgan Global Alternatives. In 2021, Kate was named to InvestmentNews’  prestigious 40 Under 40 ranking, one of the youngest advisors named to the class of 2021. Kate is a Certified Financial Planner™ (CFP®) and she earned a Bachelor of Business Administration with majors in Finance and International Business and a minor in Business Law and Corporate Governance from Villanova University where she was also a member of the Women’s Tennis Team. Kate is passionate about providing financial literacy for women through Beacon Pointe’s Women’s Advisory Institute and is a specialist in values-based Investing. Outside of the office Kate enjoys skiing, practicing yoga, and traveling. 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 Wealth Advisor in Beacon Pointe’s Philadelphia office. He provides clients with a comprehensive financial planning experience including investment, estate, retirement, risk management, and tax planning. Michael develops deep relationships with his clients while helping them achieve their long-term goals and peace of mind about their finances. Prior to joining Beacon Pointe, Michael worked at SEI Investments as an account manager in its 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. Michael is a Certified Financial Planner™ (CFP®), and, in his free time, enjoys spending time with his wife, playing soccer, and reading. He currently resides in Philadelphia, PA.

Rebecca Thompson, CFP®

Wealth Advisor

Rebecca is a Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to develop and implement customized solutions that help clients meet their financial goals. With over two decades of industry experience, Rebecca is a seasoned financial professional dedicated to creating tailored strategies to help her clients align their wealth and values. Rebecca graduated from Villanova University with a bachelor’s degree in leadership development and holds the Certified Financial Planner™ (CFP®) designation. She is also an active member of The National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). Rebecca and her husband live in Lansdale, Pennsylvania, where she serves on the Board of Manna on Main Street, a local food pantry and resource center for people experiencing food and financial insecurity. Outside of work, she enjoys golf, working out and tending to her extensive plant collection.

 

Connect with one of our trusted Financial Advisors in Philadelphia, PA.

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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