Financial Advisors
in Seattle, Washington
Based in the Seattle 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.
Connect with Us
Local Services Offered
Explore how our services can be tailored to fit your specific needs and ambitions.
Financial Advisors | Wealth Management | Retirement Planning | Estate Planning | Investment Advisors
Connect with One of Our Trusted Financial Advisors in Seattle, WA
We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.
Kimberly Arnesen came highly recommended to me as investment adviser by my CPA. This was the best referral ever and I am much better off, financially and mentally, having Kimberly manage my portfolio.
Best team for all your financial needs.
Grant Harvitgson and his team have provided us with saving guidance, strategies for our kid’s college funds, and employer retirement investment choices resulting in a successful pathway to an early retirement. In addition to stewarding our own finances, they now handle the investment counsel for each of our three sons and their growing families. Thank you, Grant and the entire Beacon Pointe team!
Most competent advisor we have ever worked with… Team is friendly and helpful. We feel valued as clients.
Beacon Pointe Advisors are a talented, distinguished, reputable, experienced, and knowledgeable team of financial advisors who are committed to, and practice a client-first approach. We would not be in the strong financial situation we find ourselves today without Beacon Pointe guiding us along our journey toward financial independence.
Clear, concise information and guidance that is easily digestible. Always a pleasure to meet with our advisor, James Simone. He is very competent and knowledgeable, and we appreciate his candor and advice.
We have been with Kimberly for many years. We would not be where we are without her. She’s so professional and helpful with all our needs. It’s a tough road to navigate, and we are so grateful for all she has done for us.
My husband and I have worked with Kimberly Arnesen for many years and honestly, she is brilliant. When meeting with her, she listens, is prepared and has good ideas and strategies that have helped us. When emailing her, she is very prompt in responding. She never makes us feel like we don’t know or understand things. We have our adult children now going to her also and they feel confident with her and trust the advice she offers. Kimberly is steady, personable and very knowledgeable. We highly recommend her.
I love working with Kimberly at Beacon Pointe Seattle. I feel like my investments are in very good hands. She understands my goals, provides useful updates, answers all my questions, and is incredibly personable – it’s a pleasure to connect with her at our quarterly meetings. I highly recommend Beacon Pointe and Kimberly.
I’ve been working with Kimberly at Beacon Pointe for a year now, and I couldn’t be happier with the results. She has expertly managed my finances, helping me reach my early retirement goals. Kimberly makes understanding financial options and strategies easy, and she approaches challenges with intelligence and creativity. Thanks to her guidance, my financial portfolio has seen significant growth. Highly recommend!
Kimberly Arnesen came highly recommended to me as investment adviser by my CPA. This was the best referral ever and I am much better off, financially and mentally, having Kimberly manage my portfolio.
Best team for all your financial needs.
Grant Harvitgson and his team have provided us with saving guidance, strategies for our kid’s college funds, and employer retirement investment choices resulting in a successful pathway to an early retirement. In addition to stewarding our own finances, they now handle the investment counsel for each of our three sons and their growing families. Thank you, Grant and the entire Beacon Pointe team!
Most competent advisor we have ever worked with… Team is friendly and helpful. We feel valued as clients.
Beacon Pointe Advisors are a talented, distinguished, reputable, experienced, and knowledgeable team of financial advisors who are committed to, and practice a client-first approach. We would not be in the strong financial situation we find ourselves today without Beacon Pointe guiding us along our journey toward financial independence.
Clear, concise information and guidance that is easily digestible. Always a pleasure to meet with our advisor, James Simone. He is very competent and knowledgeable, and we appreciate his candor and advice.
We have been with Kimberly for many years. We would not be where we are without her. She’s so professional and helpful with all our needs. It’s a tough road to navigate, and we are so grateful for all she has done for us.
My husband and I have worked with Kimberly Arnesen for many years and honestly, she is brilliant. When meeting with her, she listens, is prepared and has good ideas and strategies that have helped us. When emailing her, she is very prompt in responding. She never makes us feel like we don’t know or understand things. We have our adult children now going to her also and they feel confident with her and trust the advice she offers. Kimberly is steady, personable and very knowledgeable. We highly recommend her.
I love working with Kimberly at Beacon Pointe Seattle. I feel like my investments are in very good hands. She understands my goals, provides useful updates, answers all my questions, and is incredibly personable – it’s a pleasure to connect with her at our quarterly meetings. I highly recommend Beacon Pointe and Kimberly.
I’ve been working with Kimberly at Beacon Pointe for a year now, and I couldn’t be happier with the results. She has expertly managed my finances, helping me reach my early retirement goals. Kimberly makes understanding financial options and strategies easy, and she approaches challenges with intelligence and creativity. Thanks to her guidance, my financial portfolio has seen significant growth. Highly recommend!
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 Seattle Financial Advisors
Managing Directors
Grant 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 two decades to helping clients achieve financial independence. In 2011, Grant was selected as Puget Sound Business Journal’s prestigious 40 Under 40, and he continues to be recognized as a dynamic leader within both the industry and the community. Grant was included in the 2020 Financial Times’ Top 400 Financial Advisors list and was a perennial member of LPL Financial’s 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.
Wealth Advisors
Bo Lee, CFWA
Senior Wealth Advisor
Bo is a Senior Wealth Advisor based in the Beacon Pointe Seattle office with over two decades of experience as a wealth advisor to families, individuals, and institutions in the Pacific Northwest. Bo works directly with clients to provide a full complement of advisory services. Prior to joining Beacon Pointe, Bo held senior wealth advisory and leadership roles for fifteen years at BNY Mellon Wealth Management and nine years at Morgan Stanley in Seattle. She received a Bachelor of Arts degree in Economics with a minor in Art History at the University of Washington. Bo is a Certified Family Wealth Advisor and is a member of the Family Firm Institute. She was selected as the Puget Sound Business Journal’s prestigious 40 Under 40 in 2017 for her contribution to the business industry and the community. Bo is actively involved in the local community as a Board of Trustee of the United Way of King County, a member of the Finance Committee at the Washington State Opportunity Scholarship, and a member of the Professional Advisory Committee at the Fred Hutchinson Cancer Center. In her spare time, Bo enjoys traveling, cooking, and playing pickleball.
Jack Delafield
Associate Wealth Advisor
John (Jack) is an Associate Wealth Advisor for the Beacon Pointe Seattle office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. He interned at Beacon Pointe in 2023 before joining the team full-time in 2024. Jack studied and played tennis at Colorado College, where he majored in Economics and minored in History, and is currently pursuing the CERTIFIED FINANCIAL PLANNER® (CFP®) designation. Outside of the office, Jack enjoys tennis, chess, and spending time in nature.
James Simone, CFA®, CFP®
Senior Wealth Advisor
James is a Senior Wealth Advisor at Beacon Pointe Advisors. Through holistic, personalized planning and investment management, James develops customized strategies to help institutions, individuals, and families meet their financial goals. James joined Beacon Pointe after managing assets for institutional clients for 25 years. James received his B.A. from Brown University while competing for the football team. James is a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER® (CFP®). He is also a member of and a past president of the CFA® Society Seattle, serves on the board of Friends of Athletic Fields, and has volunteered at Family Works, Green Lake Elementary PTA, Roosevelt Athletic Boosters, and Junior Achievement. In his spare time, James enjoys being active outdoors 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 as well as an active member of Beacon Pointe’s Women’s Advisory Institute. In her spare time, she loves running, kayaking, and anything that involves exploring the great Pacific Northwest with her husband and daughter.
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.
Client Service & Operations
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.
Connect with one of our trusted Financial Advisors in the Seattle area.
We are here to be a partner with you on your personal wealth journey. Please contact our Seattle, WA team if we can be of service.
