Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in San Jose, CA.
Beacon Pointe is a San Jose 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 San Jose 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 San Jose office to see how best we can assist you with your investment portfolio and financial planning needs.
Meet the San Jose Financial Advisor Team
Gene Ka, CPWA®
Partner, Managing Director
Gene is a partner and the managing director of Beacon Pointe’s San Jose office. He cares deeply about helping people and intentionally asks thought-provoking questions that allow him to truly listen to clients and their needs. A detailed strategist and a tireless implementer, Gene is a strong advocate for complete transparency when working with his clients. With over three decades experience in the financial industry, Gene has extensive knowledge of investments, financial planning, and asset management. Prior to joining Beacon Pointe, Gene was a Senior Financial Advisor with American Express before forming his own independent advisory firm Ka, Demmler & Associates, later renamed Wealth Design, LLC in 2000. Gene graduated from Purdue University and holds the Certified Private Wealth Advisor® (CPWA®) certification. Gene currently resides in Silver Creek, California with his wife, one of his three daughters and his mother.
Beacon Pointe Advisors, LLC is a Registered Investment Advisor. Certain representatives of Beacon Pointe Advisors, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.
Melissa Ochoa
Relationship Manager
Melissa is a relationship manager at Beacon Pointe and is responsible for partnering advisors to provide customized solutions that help clients meet their financial goals and have a personalized service experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Melissa graduated from San Jose State University with a bachelor’s degree in Business Management. She currently resides in downtown San Jose with her boyfriend and Siberian Husky. Outside of the office, Melissa is an avid concert goer and loves to spend her weekends going on road trips to discover small towns, hiking spots, and swimming holes.
Thu Ka
Office Management
Thu is the office manager for the Beacon Pointe San Jose office. In addition to office management duties, Thu is responsible for administrative operations, client servicing and staff training and development. Prior to joining Beacon Pointe, Thu worked as the Chief Compliance Officer for Wealth Design LLC. In her free time, Thu enjoys traveling, playing golf, and spending time with her family.
William (Billy) Roddy
Associate Wealth Advisor
William (Billy) is an Associate Wealth Advisor and is responsible for partnering with advisors to help clients meet their financial goals and ensure a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, and asset allocation modeling. Prior to joining Beacon Pointe, Billy was a supply chain and finance manager in the automotive and automation industry. Billy earned his bachelor’s degree in Economics with a minor in Mandarin Chinese from Duke University. Outside of the office, Billy enjoys golfing, traveling, and reading eclectically.
Meet the San Jose Financial Advisor Team
Gene Ka, CPWA®
Partner, Managing Director
Gene is a partner and the managing director of Beacon Pointe’s San Jose office. He cares deeply about helping people and intentionally asks thought-provoking questions that allow him to truly listen to clients and their needs. A detailed strategist and a tireless implementer, Gene is a strong advocate for complete transparency when working with his clients. With over three decades experience in the financial industry, Gene has extensive knowledge of investments, financial planning, and asset management. Prior to joining Beacon Pointe, Gene was a Senior Financial Advisor with American Express before forming his own independent advisory firm Ka, Demmler & Associates, later renamed Wealth Design, LLC in 2000. Gene graduated from Purdue University and holds the Certified Private Wealth Advisor® (CPWA®) certification. Gene currently resides in Silver Creek, California with his wife, one of his three daughters and his mother.
Beacon Pointe Advisors, LLC is a Registered Investment Advisor. Certain representatives of Beacon Pointe Advisors, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.
Melissa Ochoa
Relationship Manager
Melissa is a relationship manager at Beacon Pointe and is responsible for partnering advisors to provide customized solutions that help clients meet their financial goals and have a personalized service experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Melissa graduated from San Jose State University with a bachelor’s degree in Business Management. She currently resides in downtown San Jose with her boyfriend and Siberian Husky. Outside of the office, Melissa is an avid concert goer and loves to spend her weekends going on road trips to discover small towns, hiking spots, and swimming holes.
Thu Ka
Office Management
Thu is the office manager for the Beacon Pointe San Jose office. In addition to office management duties, Thu is responsible for administrative operations, client servicing and staff training and development. Prior to joining Beacon Pointe, Thu worked as the Chief Compliance Officer for Wealth Design LLC. In her free time, Thu enjoys traveling, playing golf, and spending time with her family.
William (Billy) Roddy
Associate Wealth Advisor
William (Billy) is an Associate Wealth Advisor and is responsible for partnering with advisors to help clients meet their financial goals and ensure a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, and asset allocation modeling. Prior to joining Beacon Pointe, Billy was a supply chain and finance manager in the automotive and automation industry. Billy earned his bachelor’s degree in Economics with a minor in Mandarin Chinese from Duke University. Outside of the office, Billy enjoys golfing, traveling, and reading eclectically.
Meet the San Jose Financial Advisor Team
Gene Ka, CPWA®
Partner, Managing Director
Gene is a partner and the managing director of Beacon Pointe’s San Jose office. He cares deeply about helping people and intentionally asks thought-provoking questions that allow him to truly listen to clients and their needs. A detailed strategist and a tireless implementer, Gene is a strong advocate for complete transparency when working with his clients. With over three decades experience in the financial industry, Gene has extensive knowledge of investments, financial planning, and asset management. Prior to joining Beacon Pointe, Gene was a Senior Financial Advisor with American Express before forming his own independent advisory firm Ka, Demmler & Associates, later renamed Wealth Design, LLC in 2000. Gene graduated from Purdue University and holds the Certified Private Wealth Advisor® (CPWA®) certification. Gene currently resides in Silver Creek, California with his wife, one of his three daughters and his mother.
Beacon Pointe Advisors, LLC is a Registered Investment Advisor. Certain representatives of Beacon Pointe Advisors, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.
Melissa Ochoa
Relationship Manager
Melissa is a relationship manager at Beacon Pointe and is responsible for partnering advisors to provide customized solutions that help clients meet their financial goals and have a personalized service experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling and client servicing. Melissa graduated from San Jose State University with a bachelor’s degree in Business Management. She currently resides in downtown San Jose with her boyfriend and Siberian Husky. Outside of the office, Melissa is an avid concert goer and loves to spend her weekends going on road trips to discover small towns, hiking spots, and swimming holes.
Thu Ka
Office Management
Thu is the office manager for the Beacon Pointe San Jose office. In addition to office management duties, Thu is responsible for administrative operations, client servicing and staff training and development. Prior to joining Beacon Pointe, Thu worked as the Chief Compliance Officer for Wealth Design LLC. In her free time, Thu enjoys traveling, playing golf, and spending time with her family.
William (Billy) Roddy
Associate Wealth Advisor
William (Billy) is an Associate Wealth Advisor and is responsible for partnering with advisors to help clients meet their financial goals and ensure a personalized wealth management experience. Among his duties are investment strategy implementation, portfolio performance reporting, and asset allocation modeling. Prior to joining Beacon Pointe, Billy was a supply chain and finance manager in the automotive and automation industry. Billy earned his bachelor’s degree in Economics with a minor in Mandarin Chinese from Duke University. Outside of the office, Billy enjoys golfing, traveling, and reading eclectically.
Connect with one of our trusted Financial Advisors in San Jose, CA.
We are here to be a partner with you on your personal wealth journey. Please contact us if we can be of service.
