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 focus 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.

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Eric Hamel, CFP®, CLU, AEP, AIF

Senior Wealth Advisor

Eric is responsible for providing customized wealth management and advisory solutions for clients including comprehensive financial planning and investment management. Eric has been there with clients in the most enjoyable and difficult times, from losing a loved one, retiring, building and selling businesses, and a host of other crucial times in his clients’ lives. Prior to joining Beacon Pointe Wealth Advisors, Eric was vice president for a private boutique financial advisory firm in New England for over a decade. After moving to Southern California, he quickly became the managing director for another private financial advisory firm managing $2 billion in client assets and was responsible for running their Los Angeles territory. With 15 years of experience in finance, Eric has also created a portfolio of multi-family apartment buildings, having sound experience in real estate matters. Eric is a Veteran of the U.S. Army Corp. of Engineers. He has been a guest speaker in New York City on multiple occasions to groups of Financial Advisors on subjects such as creating tax efficient retirement plans. Eric is a Certified Financial Planner™, Accredited Estate Planner, Chartered Life Underwriter, and an Accredited Investment Fiduciary. Eric received his Bachelor of Science in Business with a concentration in Finance from Southern New Hampshire University, graduating with honors. Eric is an avid auto enthusiast and maintains an active healthy lifestyle always looking for great experiences from food to memory making adventures such as Shark Cage Diving, Sky-Diving, Snowboarding, aviation, and more.  Eric is married and a proud father of one, and lives in Thousand Oaks, California.

Gary K. Dorfman

Partner, Managing Director

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

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Eric Hamel, CFP®, CLU, AEP, AIF

Senior Wealth Advisor

Eric is responsible for providing customized wealth management and advisory solutions for clients including comprehensive financial planning and investment management. Eric has been there with clients in the most enjoyable and difficult times, from losing a loved one, retiring, building and selling businesses, and a host of other crucial times in his clients’ lives. Prior to joining Beacon Pointe Wealth Advisors, Eric was vice president for a private boutique financial advisory firm in New England for over a decade. After moving to Southern California, he quickly became the managing director for another private financial advisory firm managing $2 billion in client assets and was responsible for running their Los Angeles territory. With 15 years of experience in finance, Eric has also created a portfolio of multi-family apartment buildings, having sound experience in real estate matters. Eric is a Veteran of the U.S. Army Corp. of Engineers. He has been a guest speaker in New York City on multiple occasions to groups of Financial Advisors on subjects such as creating tax efficient retirement plans. Eric is a Certified Financial Planner™, Accredited Estate Planner, Chartered Life Underwriter, and an Accredited Investment Fiduciary. Eric received his Bachelor of Science in Business with a concentration in Finance from Southern New Hampshire University, graduating with honors. Eric is an avid auto enthusiast and maintains an active healthy lifestyle always looking for great experiences from food to memory making adventures such as Shark Cage Diving, Sky-Diving, Snowboarding, aviation, and more.  Eric is married and a proud father of one, and lives in Thousand Oaks, California.

Gary K. Dorfman

Partner, Managing Director

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

Eric Hamel, CFP®, CLU, AEP, AIF

Senior Wealth Advisor

Eric is responsible for providing customized wealth management and advisory solutions for clients including comprehensive financial planning and investment management. Eric has been there with clients in the most enjoyable and difficult times, from losing a loved one, retiring, building and selling businesses, and a host of other crucial times in his clients’ lives. Prior to joining Beacon Pointe Wealth Advisors, Eric was vice president for a private boutique financial advisory firm in New England for over a decade. After moving to Southern California, he quickly became the managing director for another private financial advisory firm managing $2 billion in client assets and was responsible for running their Los Angeles territory. With 15 years of experience in finance, Eric has also created a portfolio of multi-family apartment buildings, having sound experience in real estate matters. Eric is a Veteran of the U.S. Army Corp. of Engineers. He has been a guest speaker in New York City on multiple occasions to groups of Financial Advisors on subjects such as creating tax efficient retirement plans. Eric is a Certified Financial Planner™, Accredited Estate Planner, Chartered Life Underwriter, and an Accredited Investment Fiduciary. Eric received his Bachelor of Science in Business with a concentration in Finance from Southern New Hampshire University, graduating with honors. Eric is an avid auto enthusiast and maintains an active healthy lifestyle always looking for great experiences from food to memory making adventures such as Shark Cage Diving, Sky-Diving, Snowboarding, aviation, and more.  Eric is married and a proud father of one, and lives in Thousand Oaks, California.

Gary K. Dorfman

Partner, Managing Director

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.

Connect with one of our trusted Advisors.

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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