Gena Gonzalez, FPQP®
Office Manager

Contact Me

Gena is the Office Manager for the Beacon Pointe Akron, OH office. With more than a decade of experience in administrative operations across healthcare, finance, and client service, Gena brings a keen eye for detail, strong organizational skills, and a client-first mindset to every aspect of her work. She joined Jentner Wealth Management in 2022 as an administrative assistant, which merged with Beacon Pointe in 2025. Gena earned the Financial Paraplanner Qualified Professional (FPQP)™ designation in 2025, expanding her knowledge in financial planning and deepening her ability to support both clients and advisors. She is also a commissioned Notary Public for the State of Ohio. Outside of the office, Gena enjoys spending time with her family and getting lost in a good audiobook.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...