Meet Our Advisory Team
Our San Jose-based financial advisors offer personalized financial planning, investment management, and strategic tax planning 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 also has deep experience working with business owners & entrepreneurs and ultra-high-net-worth individuals across the Bay Area.
If you’re searching for a financial advisor in San Jose, CA our team is ready to support your financial goals.
Connect with Us
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.
Michael Beaulieu, CFP®
Wealth Advisor
Michael Beaulieu is a CERTIFIED FINANCIAL PLANNER® (CFP®) and Wealth Advisor in Beacon Pointe’s Denver, CO office. Through a comprehensive financial planning process, he helps clients plan for their long-term goals and objectives so they can retire comfortably and confidently. Michael specializes in retirement planning, including income and tax planning, charitable and estate considerations, and investment management. He offers customized investment solutions to ensure each client’s specific goals are met before and during retirement. Prior to joining Beacon Pointe, Michael was a Financial Planner with The Retirement Planning Specialists. Michael graduated cum laude from Colorado State University’s honors program with a degree in Business Administration and a concentration in Financial Planning. Michael serves on the Board of Directors of Humane Colorado, a leading animal welfare organization. Outside of work, Michael enjoys running, cheering on the Denver Nuggets, and golfing during the Colorado summer.
Tom Selbo, CFP®, RICP®
Partner, Senior Wealth Advisor
Tom Selbo is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors with over a decade of experience in wealth management. He is passionate about helping his clients manage their investments and plan for their future. He earned his bachelor’s degree in business from San Jose State University, has a certificate in Retirement Income Planning from the American College, and is a CERTIFIED FINANCIAL PLANNER® (CFP®). Outside of the office, Tom enjoys spending quality time with his wife and three kids, fishing, golfing, or playing the guitar.