Financial Planners
in Philadelphia, Pennsylvania
Based in the Philadelphia area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.
Two Bala Plaza, Suite 806, Bala Cynwyd, PA 19004
(610) 664-6100
Connect with Us
Connect with One of Our Trusted Financial Planners in Philadelphia, PA
We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.
Meet Our Philadelphia Financial Planners & Advisors
Managing Directors
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.
Wealth Advisors
Alisa Garnek, CFP®, CDFA®, MSTFP, NSSA®
Associate Director Financial Planning
Alisa Garnek holds the CERTIFIED FINANCIAL PLANNER® (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.
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.
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.
Client Service & Operations
Connect with one of our trusted Financial Advisors in the Philadelphia area. We are here to be a partner with you on your personal wealth journey. Please contact our Philadelphia, PA team if we can be of service.
