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Gina KieferGina Kiefer, CFP®
Associate Wealth Advisor

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Gina is an Associate Wealth Advisor in the Beacon Pointe Bethesda, Maryland office, supporting clients and team members in delivering comprehensive wealth management solutions. With a passion for learning and educating others, Gina is committed to helping individuals and families understand and navigate the complexities of financial planning, retirement, estate planning, and wealth transfer. Prior to joining Beacon Pointe in 2025 through the acquisition of The Family Firm, Gina was a Paraplanner. Earlier in her career, she worked in student affairs in higher education, developing a strong foundation in leadership and client support. Gina is a CERTIFIED FINANCIAL PLANNER® (CFP®) and completed her financial planning certificate coursework through Penn State University. She earned a Master of Arts in Educational Leadership from West Virginia University and a Bachelor of Science in Business Administration from Shippensburg University of Pennsylvania. Outside of the office, Gina enjoys traveling, running, and spending time with her family.

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