Philadelphia
Address

Two Bala Plaza
Suite 401
Bala Cynwyd, PA 19004

Contact

info-pa@beaconpointe.com
(610) 664-6100

Philadelphia Team

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Alisa Garnek, CFP®

Financial Planner

Alisa Garnek holds the Certified Financial Planner™ 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®

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.

Fran Gibson

Manager, Client Service

Fran is primarily responsible for client communications, database organization, oversight of internal processes and general office management duties. Fran has over 30 years of experience in office management, financial services marketing and client service. Fran received a BA in Fine Arts from the University of the Arts and a Master of Arts degree from Temple University.

Jill B. Steinberg

Managing Director, Partner

Jill brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Wealth 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.

Kate Pettee

Associate Wealth Advisor

Kate is involved in all aspects of the client experience within the Beacon Pointe Wealth Advisors Philadelphia Office. Her responsibilities include client service, financial planning and analysis, and trading. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, most recently in new client development for J.P. Morgan Global Alternatives. She earned a Bachelor of Business Administration with majors in Finance and International Business from Villanova University. She currently resides in Philadelphia, Pennsylvania.

Nicole E. LaRocca

Senior Associate, 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.

Randye Kaplan, CPA, CFP®

Senior Wealth Advisor

Randye is responsible for client servicing and new client development and has counseled and educated individuals on numerous financial planning issues. Previously, she served as the Chief Financial Officer for an innovative consumer products company and as an Associate in investment banking.   She graduated summa cum laude with an undergraduate degree in Accounting from the State University of New York at Albany, earned an MBA in Finance from the University of Chicago, holds the Certified Financial Planner™ designation and is licensed as a Certified Public Accountant.

Philadelphia Team

Filter By

Alisa Garnek, CFP®

Financial Planner

Alisa Garnek holds the Certified Financial Planner™ 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®

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.

Fran Gibson

Manager, Client Service

Fran is primarily responsible for client communications, database organization, oversight of internal processes and general office management duties. Fran has over 30 years of experience in office management, financial services marketing and client service. Fran received a BA in Fine Arts from the University of the Arts and a Master of Arts degree from Temple University.

Jill B. Steinberg

Managing Director, Partner

Jill brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Wealth 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.

Kate Pettee

Associate Wealth Advisor

Kate is involved in all aspects of the client experience within the Beacon Pointe Wealth Advisors Philadelphia Office. Her responsibilities include client service, financial planning and analysis, and trading. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, most recently in new client development for J.P. Morgan Global Alternatives. She earned a Bachelor of Business Administration with majors in Finance and International Business from Villanova University. She currently resides in Philadelphia, Pennsylvania.

Nicole E. LaRocca

Senior Associate, 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.

Randye Kaplan, CPA, CFP®

Senior Wealth Advisor

Randye is responsible for client servicing and new client development and has counseled and educated individuals on numerous financial planning issues. Previously, she served as the Chief Financial Officer for an innovative consumer products company and as an Associate in investment banking.   She graduated summa cum laude with an undergraduate degree in Accounting from the State University of New York at Albany, earned an MBA in Finance from the University of Chicago, holds the Certified Financial Planner™ designation and is licensed as a Certified Public Accountant.

Philadelphia Team

Filter By

Alisa Garnek, CFP®

Financial Planner

Alisa Garnek holds the Certified Financial Planner™ 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®

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.

Fran Gibson

Manager, Client Service

Fran is primarily responsible for client communications, database organization, oversight of internal processes and general office management duties. Fran has over 30 years of experience in office management, financial services marketing and client service. Fran received a BA in Fine Arts from the University of the Arts and a Master of Arts degree from Temple University.

Jill B. Steinberg

Managing Director, Partner

Jill brings over 30 years of investment advisory and banking experience and joined Beacon Pointe Wealth 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.

Kate Pettee

Associate Wealth Advisor

Kate is involved in all aspects of the client experience within the Beacon Pointe Wealth Advisors Philadelphia Office. Her responsibilities include client service, financial planning and analysis, and trading. Prior to joining Beacon Pointe, Kate worked for J.P. Morgan Asset Management in New York, most recently in new client development for J.P. Morgan Global Alternatives. She earned a Bachelor of Business Administration with majors in Finance and International Business from Villanova University. She currently resides in Philadelphia, Pennsylvania.

Nicole E. LaRocca

Senior Associate, 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.

Randye Kaplan, CPA, CFP®

Senior Wealth Advisor

Randye is responsible for client servicing and new client development and has counseled and educated individuals on numerous financial planning issues. Previously, she served as the Chief Financial Officer for an innovative consumer products company and as an Associate in investment banking.   She graduated summa cum laude with an undergraduate degree in Accounting from the State University of New York at Albany, earned an MBA in Finance from the University of Chicago, holds the Certified Financial Planner™ designation and is licensed as a Certified Public Accountant.