Introducing Beacon Pointe Wealth Advisors Palm Desert Office!

Official Ribbon Cutting Ceremonies Held For Beacon Pointe’s Palm Desert Office

Palm Desert, California – May 29, 2018 – Beacon Pointe Wealth Advisors Palm Desert officially cut the ribbon to their new office space on Thursday, May 24th, 2018.  Located in the Bromley Building on El Paseo in Palm Desert, CA, Beacon Pointe’s newest office underwent an extensive renovation over several months, with major construction finishing earlier this year.  Managing Partner and Director Brandt Kuhn, CFP® said, “Our office went from a blank slate, to what you see today.  There was only one interior wall that was standing and remained, everything else was designed and built during the remodel.  Michele T. Sarna, AWMA®, AIF® added, “We couldn’t be happier to officially open our office in Palm Desert today. We appreciate all of the support we received from our clients, family, friends and colleagues over the last few months, and we are excited to share this new space with everyone.”

The Palm Desert office consists of Managing Directors and Partners, Brandt Kuhn, CFP® and Michele T. Sarna, AWMA®, AIF®, along with Associate Wealth Advisor, Andrew Castro and Senior Associate, Client Services, Amber Lembo.  The team has been working together since 2012 and joined Beacon Pointe Wealth Advisors in July of 2017.  All of the office staff has deep ties to the Coachella Valley with Brandt, Andrew, and Amber graduating from local high schools and growing up in the valley.  Brandt Kuhn stated, “Over the years, we have seen a new generation of business owners and entrepreneurs returning to the Coachella Valley to set up businesses and establish their personal and professional lives, seeking the opportunity that this area provides. We are happy to be a part of that next generation.”

In attendance for the Ribbon Cutting Ceremonies were three area Chambers of Commerce, Palm Springs Chamber of Commerce (Executive Director Nona Watson), Palm Desert Area Chamber of Commerce, and Greater Coachella Valley Chamber of Commerce (President & CEO Josh Bonner & Chief of Staff Katie Stice), along with Ambassadors, Board Members and members from each organization.  Also in attendance were representatives from local dignitaries’ offices including U.S. House of Representatives, 36th District – Raul Ruiz, M.D., California State Assembly, 42nd District – Chad Mayes, California Senate, 28th District, Jeff Stone, and Riverside County Supervisor, 4th district – Manuel Perez.

Beacon Pointe Wealth Advisors, Palm Desert focuses on financial planning for individuals and business owners, specializing in investment management, qualified retirement plans, as well as working with clients’ CPA’s and Attorneys to develop sound financial plans.