Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Santa Barbara, California
Address

523 Chapala Street, #1
Santa Barbara, CA 93101

Contact

info-sb@beaconpointe.com
(805) 845-2400

Santa Barbara Team

Beacon Pointe is a Santa Barbara based wealth manager and is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Santa Barbara focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic wealth approach covers 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, life transition support for divorcees and widows, financial planning for business owners and multi-generational family wealth and legacy planning, and socially responsible investing.

We look forward to connecting with you at our Santa Barbara office to see how best we can assist you with your investment portfolio and financial planning needs.

Filter By

Elizabeth Gould, CFA

Senior Wealth Advisor

Elizabeth she is responsible for providing customized wealth management solutions for clients through comprehensive financial planning and investment management.  Prior to joining Beacon Pointe, Elizabeth worked as a commercial real estate consultant and as Chief Operating Officer of a medical business. Previously, she was an Equity Research Associate at Banc of America Securities and a Vice President at Bank of America (NationsBank) in the healthcare banking division.  Elizabeth is passionate about empowering women professionally and personally and is actively involved in Beacon Pointe’s Women’s Advisory Institute.  She received a BA in English from Wesleyan University and an MBA from University of Southern California with a concentration in finance.  She earned the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles.  Elizabeth volunteers on a regional advisory board for Interface Children & Family Services, a non-profit in Ventura County.  She is married and has two children.  In her free time she enjoys travel, yoga and spending time with family and friends.

Gary K. Dorfman

Managing Director, Partner

Gary is responsible for managing the Beacon Pointe Wealth Advisors office in Santa Barbara as well as overseeing the firm’s other strategic partnerships on the central coast. Prior to joining Beacon Pointe Wealth Advisors, Gary was the founding partner of Pacific Pointe Advisors. With over 25 years of experience, Gary has been an innovator in the financial services industry creating wealth management platforms for several large financial institutions. He has held senior management positions for Sanford Bernstein, Robertson Stephens and Lincoln Financial Advisors. Gary received his Bachelor of Arts from the University of California, Santa Barbara with a dual emphasis in Business Economics and Political Science. He has also served on the Investment Committee for the Bower Foundation of Santa Barbara, the Board of Directors for Santa Barbara Middle School for a three-year term, and currently serves on the Board of Directors for the LEAP Foundation. Gary is the proud father of three children and lives in Santa Barbara, California.

Sara Kalsman, CFP®

Senior Wealth Advisor

Sara Kalsman, CFP® oversees financial planning capabilities for the Beacon Pointe Wealth Advisors Santa Barbara office. Prior to joining Beacon Pointe Wealth Advisors, Sara worked as a Wealth Advisor at a large Registered Investment Advisory firm in San Diego, CA. She played an integral role in developing their Wealth Building Program, creating and implementing financial plans, as well as servicing the firm’s corporate retirement services clientele. Sara attended San Diego State University, were she earned a degree in Financial Services, with a specialization in Personal Financial Planning. In addition to her experience and education, Sara holds the Certified Financial Planner™ (CFP®) certification. Outside of the office, Sara enjoys spending her time alongside family and friends. Her hobbies include hiking, running, cooking, and discovering new cultures through traveling the world.

Tammy Turner

Manager, Client Service

Tammy oversees client service and operational duties for the Beacon Pointe Wealth Advisors Santa Barbara office.  Prior to joining Beacon Pointe, Tammy worked at a national bank on their private wealth advisory team managing client services for their Southern California region.  Tammy brings over 20 years of industry experience in client service and operations.  Outside of the office, Tammy spends time with her family and friends and is a member of the BPOE (Elks).  Her hobbies include domestic arts including quilting, cooking and gardening and she met her husband swing dancing.

Santa Barbara Team

Filter By

Elizabeth Gould, CFA

Senior Wealth Advisor

Elizabeth she is responsible for providing customized wealth management solutions for clients through comprehensive financial planning and investment management.  Prior to joining Beacon Pointe, Elizabeth worked as a commercial real estate consultant and as Chief Operating Officer of a medical business. Previously, she was an Equity Research Associate at Banc of America Securities and a Vice President at Bank of America (NationsBank) in the healthcare banking division.  Elizabeth is passionate about empowering women professionally and personally and is actively involved in Beacon Pointe’s Women’s Advisory Institute.  She received a BA in English from Wesleyan University and an MBA from University of Southern California with a concentration in finance.  She earned the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles.  Elizabeth volunteers on a regional advisory board for Interface Children & Family Services, a non-profit in Ventura County.  She is married and has two children.  In her free time she enjoys travel, yoga and spending time with family and friends.

Gary K. Dorfman

Managing Director, Partner

Gary is responsible for managing the Beacon Pointe Wealth Advisors office in Santa Barbara as well as overseeing the firm’s other strategic partnerships on the central coast. Prior to joining Beacon Pointe Wealth Advisors, Gary was the founding partner of Pacific Pointe Advisors. With over 25 years of experience, Gary has been an innovator in the financial services industry creating wealth management platforms for several large financial institutions. He has held senior management positions for Sanford Bernstein, Robertson Stephens and Lincoln Financial Advisors. Gary received his Bachelor of Arts from the University of California, Santa Barbara with a dual emphasis in Business Economics and Political Science. He has also served on the Investment Committee for the Bower Foundation of Santa Barbara, the Board of Directors for Santa Barbara Middle School for a three-year term, and currently serves on the Board of Directors for the LEAP Foundation. Gary is the proud father of three children and lives in Santa Barbara, California.

Sara Kalsman, CFP®

Senior Wealth Advisor

Sara Kalsman, CFP® oversees financial planning capabilities for the Beacon Pointe Wealth Advisors Santa Barbara office. Prior to joining Beacon Pointe Wealth Advisors, Sara worked as a Wealth Advisor at a large Registered Investment Advisory firm in San Diego, CA. She played an integral role in developing their Wealth Building Program, creating and implementing financial plans, as well as servicing the firm’s corporate retirement services clientele. Sara attended San Diego State University, were she earned a degree in Financial Services, with a specialization in Personal Financial Planning. In addition to her experience and education, Sara holds the Certified Financial Planner™ (CFP®) certification. Outside of the office, Sara enjoys spending her time alongside family and friends. Her hobbies include hiking, running, cooking, and discovering new cultures through traveling the world.

Tammy Turner

Manager, Client Service

Tammy oversees client service and operational duties for the Beacon Pointe Wealth Advisors Santa Barbara office.  Prior to joining Beacon Pointe, Tammy worked at a national bank on their private wealth advisory team managing client services for their Southern California region.  Tammy brings over 20 years of industry experience in client service and operations.  Outside of the office, Tammy spends time with her family and friends and is a member of the BPOE (Elks).  Her hobbies include domestic arts including quilting, cooking and gardening and she met her husband swing dancing.

Santa Barbara Team

Filter By

Elizabeth Gould, CFA

Senior Wealth Advisor

Elizabeth she is responsible for providing customized wealth management solutions for clients through comprehensive financial planning and investment management.  Prior to joining Beacon Pointe, Elizabeth worked as a commercial real estate consultant and as Chief Operating Officer of a medical business. Previously, she was an Equity Research Associate at Banc of America Securities and a Vice President at Bank of America (NationsBank) in the healthcare banking division.  Elizabeth is passionate about empowering women professionally and personally and is actively involved in Beacon Pointe’s Women’s Advisory Institute.  She received a BA in English from Wesleyan University and an MBA from University of Southern California with a concentration in finance.  She earned the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles.  Elizabeth volunteers on a regional advisory board for Interface Children & Family Services, a non-profit in Ventura County.  She is married and has two children.  In her free time she enjoys travel, yoga and spending time with family and friends.

Gary K. Dorfman

Managing Director, Partner

Gary is responsible for managing the Beacon Pointe Wealth Advisors office in Santa Barbara as well as overseeing the firm’s other strategic partnerships on the central coast. Prior to joining Beacon Pointe Wealth Advisors, Gary was the founding partner of Pacific Pointe Advisors. With over 25 years of experience, Gary has been an innovator in the financial services industry creating wealth management platforms for several large financial institutions. He has held senior management positions for Sanford Bernstein, Robertson Stephens and Lincoln Financial Advisors. Gary received his Bachelor of Arts from the University of California, Santa Barbara with a dual emphasis in Business Economics and Political Science. He has also served on the Investment Committee for the Bower Foundation of Santa Barbara, the Board of Directors for Santa Barbara Middle School for a three-year term, and currently serves on the Board of Directors for the LEAP Foundation. Gary is the proud father of three children and lives in Santa Barbara, California.

Sara Kalsman, CFP®

Senior Wealth Advisor

Sara Kalsman, CFP® oversees financial planning capabilities for the Beacon Pointe Wealth Advisors Santa Barbara office. Prior to joining Beacon Pointe Wealth Advisors, Sara worked as a Wealth Advisor at a large Registered Investment Advisory firm in San Diego, CA. She played an integral role in developing their Wealth Building Program, creating and implementing financial plans, as well as servicing the firm’s corporate retirement services clientele. Sara attended San Diego State University, were she earned a degree in Financial Services, with a specialization in Personal Financial Planning. In addition to her experience and education, Sara holds the Certified Financial Planner™ (CFP®) certification. Outside of the office, Sara enjoys spending her time alongside family and friends. Her hobbies include hiking, running, cooking, and discovering new cultures through traveling the world.

Tammy Turner

Manager, Client Service

Tammy oversees client service and operational duties for the Beacon Pointe Wealth Advisors Santa Barbara office.  Prior to joining Beacon Pointe, Tammy worked at a national bank on their private wealth advisory team managing client services for their Southern California region.  Tammy brings over 20 years of industry experience in client service and operations.  Outside of the office, Tammy spends time with her family and friends and is a member of the BPOE (Elks).  Her hobbies include domestic arts including quilting, cooking and gardening and she met her husband swing dancing.

Loading...