Meet Our Advisory Team

Justin Joseph’s helped me with my wealth management accounts. He did a thorough job to make sure I am set up to leave my children an inheritance in the most tax efficient way. Justin is detail oriented and he always works out all the math behind his recommendations. I feel that my investments are well diversified for many of the possible outcomes that could occur in the market.

Jill Steinberg and Justin Joseph’s at Beacon Pointe provided an excellent, exceptionally comprehensive and professional service, which I highly recommend. They carefully guided my financial journey with transparency and care during an overwhelmingly stressful period of my life, due to divorce and complex financial matters. They focused on best outcomes for me with bespoke service second to none… Handled with sensitivity and empathy.

Amazing team! Rebecca Thompson is wonderful.

We chose Beacon Pointe to steward our portfolio because of our advisor Rebecca Thompson. Rebecca is an extraordinary advisor and human being. In fact, I still frequently call and text the friend who referred me to Rebecca to thank her. Not only does Rebecca know her way around the financial portfolio, her extensive knowledge and support in multiple areas and aspects that affect our finances and life is an ongoing, useful occurrence. I am happy with the performance and growth of our portfolio and Rebecca’s guidance has saved us time and money in multiple areas of our life. She’s also assisted us with some complex planning issues. All of this is why I’ve referred her to family and friends.

Rebecca is full of wonderful knowledge and experience. When I call her for advice or input, I am always learning something new and she comes up with ideas, suggestions and ramifications I had never thought of. Rebecca takes her time answering my many questions, I never feel rushed, and if she doesn’t know something, she researches it and gets back to me. I love the way she works with our accountant and other professionals in our life, the way she works with a team to make sure all bases are covered, and everyone is on the same page, and the overall full service we receive.

When I have a decision to make, whether it be taxes, insurance, a financial matter, and more, I run it by Rebecca. I appreciate her measured responses and that she is willing to tell me the truth (even when it turns out my husband is right). This is one (of the many) reasons I find Rebecca trustworthy, value her insights and advice, and know we made a wise decision parking our money with Rebecca Thompson and Beacon Pointe.

Beacon Pointe has repeatedly demonstrated responsive and professional advisors and administrative staff who are able to provide clear options to even the most naive investor. They approach the wealth management relationship holistically, interacting with my attorney and accountant seamlessly. I have confidently recommended their services to others who have also had the same positive experiences.

Michael Gonzalez has been a excellent advisor. Whenever we have meetings he is prepared, personable and able to address any questions or concerns that I have. Would definitely recommend working with him!