Financial Advisors in San Jose, California
Based in San Jose and the San Francisco Bay area, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment solutions to assist clients with making well-informed, important life decisions related to their wealth.
Our San Jose Financial Advisor Offices
Find the Beacon Pointe office closest to you in San Jose, CA.
50 West San Fernando Street, Suite 405, San Jose, CA 95113
This Beacon Pointe Advisors office in San Jose serves private clients, business owners, retirement plans, and private foundations.
Phone: (408) 558-1660
2021 The Alameda, Suite 390, San Jose, CA 95126
This Beacon Pointe Advisors office located in the heart of Silicon Valley serves private clients, ultra-high-net-worth clients, business owners, retirement plans, and endowments and foundations.
Phone: (408) 984-8777
San Jose Managing Directors
Gene Ka, CPWA®
Partner, Managing Director
Gene is a partner and the managing director of Beacon Pointe’s San Jose office. He cares deeply about helping people and intentionally asks thought-provoking questions that allow him to truly listen to clients and their needs. A detailed strategist and a tireless implementer, Gene is a strong advocate for complete transparency when working with his clients. With over three decades experience in the financial industry, Gene has extensive knowledge of investments, financial planning, and asset management. Prior to joining Beacon Pointe, Gene was a Senior Financial Advisor with American Express before forming his own independent advisory firm Ka, Demmler & Associates, later renamed Wealth Design, LLC in 2000. Gene graduated from Purdue University and holds the Certified Private Wealth Advisor® (CPWA®) certification. Gene currently resides in Silver Creek, California with his wife, one of his three daughters and his mother.
Beacon Pointe Advisors, LLC is a Registered Investment Advisor. Certain representatives of Beacon Pointe Advisors, LLC are also Registered Representatives offering securities through APW Capital, Inc., Member FINRA/SIPC. 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866 (800)637-3211.
John Underwood
Managing Director
John Underwood is a Managing Director at Beacon Pointe Advisors with over two decades of professional wealth management experience, spanning operations, customer service, strategic transformation, and advising high-net-worth business owners, families, and other clientele. Before Beacon Pointe, he acted as the Chief Financial Officer and Chief Operating Officer of Landmark Wealth Management, which joined Beacon Pointe Advisors in 2024. John earned a bachelor’s degree in finance from the University of St. Thomas in St. Paul, MN, and an MBA from the University of St. Thomas School of Business.
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.
Connect with one of our trusted Financial Advisors in San Jose.
We are here to be a partner with you on your personal wealth journey. Please contact one of our San Jose teams if we can be of service.
