Personalized Financial Planning for Medical Professionals in Arizona

Working with Beacon Pointe Advisors has been one of the most valuable and impactful financial decisions we’ve ever made. Eric Newby, CFP®, Senior Wealth Advisor, has provided exceptional expertise in financial planning, investment management, and tax planning. His ability to simplify complex financial decisions has given us confidence and peace of mind while helping us grow our retirement portfolio. From the very beginning, Eric took the time to understand our retirement goals and developed a customized investment strategy tailored to our needs. What truly sets him apart is his proactive approach to tax planning. He immediately collaborated with our CPA to develop strategies that minimized capital gains and reduced our overall tax exposure. That level of coordination and forward-thinking has had a significant positive financial impact—far beyond anything we experienced with our previous advisor. Eric’s personalized guidance, attention to detail, and collaborative approach have made a meaningful difference in our financial future. We highly recommend Eric Newby and Beacon Pointe Advisors to anyone seeking a knowledgeable, trustworthy financial advisor who is genuinely committed to helping clients achieve long-term financial success.

Beacon Pointe Advisors offers a very high and comprehensive level of customer service and support for clients with the feel and service levels of a boutique firm, while offering the footprint, resources, and products of a national firm, as compared to the larger “institutional” financial services firms.

My family has had an outstanding experience with Beacon Pointe Financial. My mom and dad entrusted the financial assets of our family trust to Beacon Pointe, and the entire team has exceeded our expectations. Andy and his team have gone above and beyond—not only in helping grow our assets, but also in providing thoughtful guidance, clear communication, and a level of personal attention that is hard to find. They genuinely care about their clients and take the time to understand each family’s goals and needs. It’s reassuring to know our family’s financial future is in such capable hands. I highly recommend Beacon Pointe Financial to anyone looking for a knowledgeable, trustworthy, and dedicated wealth management team.

Happily entrusting finances to my spouse for 33 years, I was widowed. For the next decade, I slowly learned and tried to consolidate my wealth, never feeling full confidence in my own wisdom and always skeptical of offers of assistance. Speaking to a family friend in the financial industry, he gave me the contact information of Christopher Palermo as one of a handful of individuals in whom he had complete trust. More than a decade later, I am extremely satisfied with his management. Chris is proactive and responsive. He listens to my priorities and concerns, offering sound advice and solutions. I feel he keeps my best interests in mind. Christopher Palermo and his Beacon Pointe team provide practical wealth management and invaluable peace of mind.

We have been clients of Beacon Pointe for over 17 years and Chris Palermo has been our financial advisor for over 20 years. We have always been very pleased with the level of professional and effective support we have received from both BP and Chris. We set financial goals together and they have consistently delivered on those expectations. Although our portfolio may not be as large as many other clients, Chris has always been diligent in reviewing and adjusting our goals and portfolio performance on a regular basis. The best endorsement I can offer is that I sleep well knowing my financial interests are being guided by a highly ethical and astute organization represented by an advisor I trust completely and is sincerely committed to our financial well-being.

We’ve enjoyed many years of sound investment management and better-than-expected returns. They’re always quick to respond to our inquiries and provide sound guidance and referrals to other professional services providers.

Robyn Gerke and Jacob Lucchese have taken the time to understand my investment objectives. They ensure that my plan is meeting my objectives and they are available for any questions I have. I highly recommend working with Beacon Pointe Advisors, particularly Robyn and Jacob.

I have really enjoyed working the the Beacon Pointe team, particularly Jake Heisler. I am not a finance guy, so their expertise has been a godsend. I feel very comfortable entrusting them with my retirement plans. I highly recommend them.

My family comes from a world of “finance.” My grandfather, George Blumenthal, had his own stock brokerage firm and was a stockbroker for sixty years. My grandfather was attentive to his customers. For many years I have been with Bruce Meyer and Beacon Pointe and I have been a personal customer of Andrew Saltzman for close to a decade now. Andrew is knowledgeable, observant and ever-alert to changes in the market. He is careful and patient, as well, which really helps when you are busy in an altogether different business. Finally, Andrew is a friend. He took time out of our appointment to assist in filing a 401k final return for my business. I admire and trust Andrew and would recommend him to my own friends. My grandfather would be impressed.

Beacon Pointe is a top notch, professional and competent financial planning company. They continue to serve us well. Robyn Gerke is the best. Thank you for all you do on our behalf.