Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Seattle, WA
Beacon Pointe is a Seattle 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 Seattle 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 Seattle office to see how best we can assist you with your investment portfolio and financial planning needs.
Meet the Seattle Financial Advisor Team
Grant E. Hartvigson, CFP®, CLU
Partner, Managing Director
Grant is the Partner and Managing Director for Beacon Pointe’s Seattle office and is responsible for select client service and new client development. He has a passion for fostering intimate client relationships, delivering comprehensive financial advice and providing a personalized planning experience. Prior to joining Beacon Pointe Advisors, Grant founded Rainier Financial Group where he dedicated eighteen years to helping clients achieve financial independence. Actively involved in the financial world, Grant is a member of the Puget Sound Business Journal’s prestigious “40 Under 40,” where he has been recognized as a dynamic leader in both the industry and community in 2011. Grant was included in the 2020 Financial Times’ Top 400 Financial Advisors list and was a perennial member of LPL Financials Executive Council. Grant is a Seattle native and graduate of the University of Washington Foster School of Business. In addition, Grant holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Life Underwriter (CLU) designations. As a member of Seattle Children’s Legacy Advisors, he helps to inspire a new community of philanthropists by assisting in the creation of charitable plans that endeavor to represent the best alignment of donors’ minds, hearts and wallets. Outside the office, Grant can be found on the tennis court, golf course, coaching basketball or spending time with his wife and two daughters, and their family dog.
James Simone, CFA, CFP®
Senior Wealth Advisor
James is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for advising and providing customized wealth management solutions for clients. Through wholistic, personalized planning and investment management, James develops customized strategies to help individuals and families meet their financial goals. James began his career in Geneva, Switzerland and became a Chartered Financial Analyst in 1996. He spent the ensuing 25 years managing assets for institutional and individual clients. Prior to joining Beacon Pointe, he followed his passion of helping individuals and families meet their financial aspirations at Rainier Financial Group. James received his B.A. from Brown University while competing for the football team. He is a CFA Charter holder and a CERTIFIED FINANCIAL PLANNER ™ (CFP®). James is a member of and a past president of the CFA Society Seattle and serves on the board of Friends of Athletic Fields. In his spare time, James enjoys being active outdoors, playing sports and spending time with his wife and three boys.
Kimberly Arnesen, ChFC®
Senior Wealth Advisor
Kimberly is a Senior Wealth Advisor based in Beacon Pointe’s Seattle office serving clients ranging from families to business owners and non-profits. She helps provide clarity to complex and often unique financial and investment needs of her clients. Kimberly started her career in wealth management in 2007 and has developed a deep, holistic approach to financial planning where she is passionate about guiding her clients through various transitions and seasons of life with minimal disruption. She is a Chartered Financial Consultant (ChFC®) and has also passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam. In her spare time, she loves running, kayaking and anything that involves exploring the great Pacific Northwest with her husband and daughter.
Lauren Reisenauer
Senior Client Service Associate
Lauren is a Senior Client Service Associate and is the first friendly face you will see as you enter the Beacon Pointe Seattle office. A twelve-year industry veteran, Lauren is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, scheduling and communicating with clients to provide the highest levels of service. Lauren is a Seattle native and graduate of Portland State University, where she earned a degree in English. Outside of the office, Lauren enjoys spending time with her husband and their dog, taking weekend trips, wine tasting, and other outdoor activities.
Petra Ljubic-Lane
Senior Associate Wealth Advisor
Petra Ljubic-Lane is an Associate Wealth Advisor for the Beacon Pointe Seattle office. Petra works closely with advisors to develop, execute, and maintain a financial plan for each individual client. Prior to joining Beacon Pointe, Petra spent eleven years working for a different RIA in the Seattle area. She earned her B.S. in Economics from the University of Ljubljana, Slovenia, and her Certificate in Personal Financial Planning from the University of California, Los Angeles (UCLA). Petra is fluent in Slovene, Serbo-Croat, and English. Outside of the office, she enjoys spending time with her family, traveling, reading, and enjoying the beauty of the Pacific Northwest.
Meet the Seattle Financial Advisor Team
Grant E. Hartvigson, CFP®, CLU
Partner, Managing Director
Grant is the Partner and Managing Director for Beacon Pointe’s Seattle office and is responsible for select client service and new client development. He has a passion for fostering intimate client relationships, delivering comprehensive financial advice and providing a personalized planning experience. Prior to joining Beacon Pointe Advisors, Grant founded Rainier Financial Group where he dedicated eighteen years to helping clients achieve financial independence. Actively involved in the financial world, Grant is a member of the Puget Sound Business Journal’s prestigious “40 Under 40,” where he has been recognized as a dynamic leader in both the industry and community in 2011. Grant was included in the 2020 Financial Times’ Top 400 Financial Advisors list and was a perennial member of LPL Financials Executive Council. Grant is a Seattle native and graduate of the University of Washington Foster School of Business. In addition, Grant holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Life Underwriter (CLU) designations. As a member of Seattle Children’s Legacy Advisors, he helps to inspire a new community of philanthropists by assisting in the creation of charitable plans that endeavor to represent the best alignment of donors’ minds, hearts and wallets. Outside the office, Grant can be found on the tennis court, golf course, coaching basketball or spending time with his wife and two daughters, and their family dog.
James Simone, CFA, CFP®
Senior Wealth Advisor
James is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for advising and providing customized wealth management solutions for clients. Through wholistic, personalized planning and investment management, James develops customized strategies to help individuals and families meet their financial goals. James began his career in Geneva, Switzerland and became a Chartered Financial Analyst in 1996. He spent the ensuing 25 years managing assets for institutional and individual clients. Prior to joining Beacon Pointe, he followed his passion of helping individuals and families meet their financial aspirations at Rainier Financial Group. James received his B.A. from Brown University while competing for the football team. He is a CFA Charter holder and a CERTIFIED FINANCIAL PLANNER ™ (CFP®). James is a member of and a past president of the CFA Society Seattle and serves on the board of Friends of Athletic Fields. In his spare time, James enjoys being active outdoors, playing sports and spending time with his wife and three boys.
Kimberly Arnesen, ChFC®
Senior Wealth Advisor
Kimberly is a Senior Wealth Advisor based in Beacon Pointe’s Seattle office serving clients ranging from families to business owners and non-profits. She helps provide clarity to complex and often unique financial and investment needs of her clients. Kimberly started her career in wealth management in 2007 and has developed a deep, holistic approach to financial planning where she is passionate about guiding her clients through various transitions and seasons of life with minimal disruption. She is a Chartered Financial Consultant (ChFC®) and has also passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam. In her spare time, she loves running, kayaking and anything that involves exploring the great Pacific Northwest with her husband and daughter.
Lauren Reisenauer
Senior Client Service Associate
Lauren is a Senior Client Service Associate and is the first friendly face you will see as you enter the Beacon Pointe Seattle office. A twelve-year industry veteran, Lauren is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, scheduling and communicating with clients to provide the highest levels of service. Lauren is a Seattle native and graduate of Portland State University, where she earned a degree in English. Outside of the office, Lauren enjoys spending time with her husband and their dog, taking weekend trips, wine tasting, and other outdoor activities.
Petra Ljubic-Lane
Senior Associate Wealth Advisor
Petra Ljubic-Lane is an Associate Wealth Advisor for the Beacon Pointe Seattle office. Petra works closely with advisors to develop, execute, and maintain a financial plan for each individual client. Prior to joining Beacon Pointe, Petra spent eleven years working for a different RIA in the Seattle area. She earned her B.S. in Economics from the University of Ljubljana, Slovenia, and her Certificate in Personal Financial Planning from the University of California, Los Angeles (UCLA). Petra is fluent in Slovene, Serbo-Croat, and English. Outside of the office, she enjoys spending time with her family, traveling, reading, and enjoying the beauty of the Pacific Northwest.
Meet the Seattle Financial Advisor Team
Grant E. Hartvigson, CFP®, CLU
Partner, Managing Director
Grant is the Partner and Managing Director for Beacon Pointe’s Seattle office and is responsible for select client service and new client development. He has a passion for fostering intimate client relationships, delivering comprehensive financial advice and providing a personalized planning experience. Prior to joining Beacon Pointe Advisors, Grant founded Rainier Financial Group where he dedicated eighteen years to helping clients achieve financial independence. Actively involved in the financial world, Grant is a member of the Puget Sound Business Journal’s prestigious “40 Under 40,” where he has been recognized as a dynamic leader in both the industry and community in 2011. Grant was included in the 2020 Financial Times’ Top 400 Financial Advisors list and was a perennial member of LPL Financials Executive Council. Grant is a Seattle native and graduate of the University of Washington Foster School of Business. In addition, Grant holds both the CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Life Underwriter (CLU) designations. As a member of Seattle Children’s Legacy Advisors, he helps to inspire a new community of philanthropists by assisting in the creation of charitable plans that endeavor to represent the best alignment of donors’ minds, hearts and wallets. Outside the office, Grant can be found on the tennis court, golf course, coaching basketball or spending time with his wife and two daughters, and their family dog.
James Simone, CFA, CFP®
Senior Wealth Advisor
James is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors and is responsible for advising and providing customized wealth management solutions for clients. Through wholistic, personalized planning and investment management, James develops customized strategies to help individuals and families meet their financial goals. James began his career in Geneva, Switzerland and became a Chartered Financial Analyst in 1996. He spent the ensuing 25 years managing assets for institutional and individual clients. Prior to joining Beacon Pointe, he followed his passion of helping individuals and families meet their financial aspirations at Rainier Financial Group. James received his B.A. from Brown University while competing for the football team. He is a CFA Charter holder and a CERTIFIED FINANCIAL PLANNER ™ (CFP®). James is a member of and a past president of the CFA Society Seattle and serves on the board of Friends of Athletic Fields. In his spare time, James enjoys being active outdoors, playing sports and spending time with his wife and three boys.
Kimberly Arnesen, ChFC®
Senior Wealth Advisor
Kimberly is a Senior Wealth Advisor based in Beacon Pointe’s Seattle office serving clients ranging from families to business owners and non-profits. She helps provide clarity to complex and often unique financial and investment needs of her clients. Kimberly started her career in wealth management in 2007 and has developed a deep, holistic approach to financial planning where she is passionate about guiding her clients through various transitions and seasons of life with minimal disruption. She is a Chartered Financial Consultant (ChFC®) and has also passed the CERTIFIED FINANCIAL PLANNER™ (CFP®) exam. In her spare time, she loves running, kayaking and anything that involves exploring the great Pacific Northwest with her husband and daughter.
Lauren Reisenauer
Senior Client Service Associate
Lauren is a Senior Client Service Associate and is the first friendly face you will see as you enter the Beacon Pointe Seattle office. A twelve-year industry veteran, Lauren is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, scheduling and communicating with clients to provide the highest levels of service. Lauren is a Seattle native and graduate of Portland State University, where she earned a degree in English. Outside of the office, Lauren enjoys spending time with her husband and their dog, taking weekend trips, wine tasting, and other outdoor activities.
Petra Ljubic-Lane
Senior Associate Wealth Advisor
Petra Ljubic-Lane is an Associate Wealth Advisor for the Beacon Pointe Seattle office. Petra works closely with advisors to develop, execute, and maintain a financial plan for each individual client. Prior to joining Beacon Pointe, Petra spent eleven years working for a different RIA in the Seattle area. She earned her B.S. in Economics from the University of Ljubljana, Slovenia, and her Certificate in Personal Financial Planning from the University of California, Los Angeles (UCLA). Petra is fluent in Slovene, Serbo-Croat, and English. Outside of the office, she enjoys spending time with her family, traveling, reading, and enjoying the beauty of the Pacific Northwest.
Connect with one of our trusted Financial Advisors in Seattle, WA.
We are here to be a partner with you on your personal wealth journey. Please contact us if we can be of service.
