Palm Desert, CA
Meet Our Advisory Team
73-833 El Paseo, Suite 102, Palm Desert, CA, 92260, USA
Our Palm Springs-based financial advisors offer personalized financial planning and investment management services to individuals and families. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Our team has deep experience serving a diverse range of clients, including business owners and entrepreneurs, as well as retirees and pre-retirees. We are also proud to work closely with physicians and other practitioners throughout the Coachella Valley. If you’re searching for a financial advisor in Palm Desert, CA, our team is ready to support you and your financial goals.
What Our Clients Say
Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.
Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist, as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.
Serving Palm Desert for Many Decades
Our services are customized to address the diverse needs of our clients
Our process and attention to detail ensure your wealth plan enables you to make informed, smart choices about your financial future.
Wealth Management
You’ve Worked Hard to Get Here.
Now Let’s Protect What You’ve Built.
Whether you are building assets for the future or seeking to protect, enjoy, and pass on the wealth you’ve created, you deserve a Palm Desert financial advisor who puts your goals at the center of every decision.
Choose the Solutions That Fit Your Life
Every client’s situation is different. That is why we offer two distinct paths — each backed by the same trusted Palm Desert wealth advisory team with deep expertise and a nationally recognized investment platform.
Why Palm Desert Families Trust Us
One Firm. One Team. Built Around You.
We created the allWEALTH® process to serve you, because at Beacon Pointe, we believe wealth is far more than a portfolio — it’s your time, your talents, and the experiences you’ve built throughout life.
Objectivity
We work solely for our clients. As a fiduciary, Beacon Pointe makes recommendations based on your needs — not what investment products can be sold to you.
Knowledge
Our advisors hold some of the most respected designations in the industry — CFP®, CFA®,
CIMA®, CDFA®, CPA, and many more.
Experience
Decades of experience working with Palm Desert executives, physicians, attorneys, business owners, professional athletes, trust beneficiaries, and many other clients.
Nationally Recognized. Palm Desert Proud.
Our commitment to excellence is consistently recognized by leading financial industry outlets, earning numerous awards in wealth management.
View Our Awards & Accolades
Our Palm Desert Advisory Team
Alicia Ford
Senior Client Service Associate
Amber Lembo, CFP®
Wealth Advisor
Brandt Kuhn, CFP®
Partner, Managing Director
Madisin Williams
Office Management Associate
Michele Sarna, AIF®, AWMA®, CFP®
Partner, Managing Director
Connect With Our Team
We are here to partner with you on your personal wealth journey. Please contact our Palm Desert team if we can be of service.