Financial Planner in Seattle, WA

Beacon Pointe financial planners focus on full-service financial planning and research-driven investments. We are a Seattle-based wealth advisor and one of the nation’s largest Registered Investment Advisor firms (RIAs), working with institutions, defined contribution plans, individuals, and families.

We’re Local

5001 25th Avenue NE Suite 201E Seattle, WA 98105

Get Financial Help When Needed Most

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being, including but not limited to:

  • Wealth and retirement planning
  • Estate and tax strategy planning 
  • Insurance reviews and risk assessments
  • Healthcare planning
  • Charitable giving and education planning 
  • Life transition support for divorcées and widows
  • Financial planning for business owners 
  • Multi-generational family wealth and legacy planning

Personalized Financial Advice

Work with a financial consultant at Beacon Pointe Advisors and get access to personalized financial advice tailored to your situation and cash flow. Protect assets, grow money, and unlock true financial peace.

Custom Investment Strategies

Learn how to make your money work for you through custom investment strategies. Our financial consultants will work with you to create an investment strategy that aligns with your personal goals.

Gain Financial Freedom

Beacon Pointe is not only here to be your sounding board. We’re here to help you set and reach your financial goals. Our financial consultant staff at our Seattle office is ready to help you reach your dreams of financial freedom.

Optimize Your Investments With a
Financial Planner in Seattle

Secure your investments and aim to optimize your strategies with the help of Seattle’s financial consultants. We’ll guide you through stress-free investment strategies that are custom-tailored to you.

Look to Reduce Your Tax Bill with
Tax Strategy & Planning

Taxes can be complicated- that’s why our team in Seattle has professional training in the world of taxes. Let’s talk tax strategy anytime you need it at Beacon Pointe Advisors.

Budget Like a Superhero

Learn how to take control of your money with safe budgeting practices that are designed to help keep your cash flow in line with your goals. Save and budget smarter with Beacon Pointe Advisors.

We’re The Largest Women-Led RIA in the Nation

If you’re a woman looking for a financial planner in Seattle, you’re in luck. Beacon Pointe has advice for women by women, with 60% being in corporate leadership roles.

We’re All About You

Beacon Pointe Advisors is a prominent financial planner in Seattle, and has locations across the United States. Our holistic approach focuses on what’s best for you. We care about you and want nothing but the best for you and your family.

Meet Your Financial Consultant in Seattle

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Bo Lee

Bo Lee, CFWA

Senior Wealth Advisor

Bo is a Senior Wealth Advisor based in the Beacon Pointe Seattle office with over two decades of experience as a wealth advisor to families, individuals, and institutions in the Pacific Northwest. Bo works directly with clients to provide a full complement of advisory services. Prior to joining Beacon Pointe, Bo held senior wealth advisory and leadership roles for fifteen years at BNY Mellon Wealth Management and nine years at Morgan Stanley in Seattle. She received a Bachelor of Arts degree in Economics with a minor in Art History at the University of Washington. Bo is a Certified Family Wealth Advisor and is a member of the Family Firm Institute. She was selected as the Puget Sound Business Journal’s prestigious 40 Under 40 in 2017 for her contribution to the business industry and the community. Bo is actively involved in the local community as a Board of Trustee of the United Way of King County, a member of the Finance Committee at the Washington State Opportunity Scholarship, and a member of the Professional Advisory Committee at the Fred Hutchinson Cancer Center. In her spare time, Bo enjoys traveling, cooking, and playing pickleball.

Grant E. Hartvigson, CFP®, CLU®

Partner, Managing Director

Grant is the Partner and Managing Director for Beacon Pointe’s Seattle office and is responsible for select client service and new client development. He has a passion for fostering intimate client relationships, delivering comprehensive financial advice and providing a personalized planning experience. Prior to joining Beacon Pointe Advisors, Grant founded Rainier Financial Group where he dedicated two decades to helping clients achieve financial independence. In 2011, Grant was selected as Puget Sound Business Journal’s prestigious 40 Under 40, and he continues to be recognized as a dynamic leader within both the industry and the community. Grant was included in the 2020 Financial Times’ Top 400 Financial Advisors list and was a perennial member of LPL Financial’s Executive Council. Grant is a Seattle native and graduate of the University of Washington Foster School of Business. In addition, Grant holds both the Certified Financial Planner™ (CFP®) and Chartered Life Underwriter (CLU®) designations. As a member of Seattle Children’s Legacy Advisors, he helps to inspire a new community of philanthropists by assisting in the creation of charitable plans that endeavor to represent the best alignment of donors’ minds, hearts, and wallets. Outside the office, Grant can be found on the tennis court, golf course, coaching basketball, or spending time with his wife and two daughters, and their family dog.

Jack Delafield

Associate Wealth Advisor

John (Jack) is an Associate Wealth Advisor for the Beacon Pointe Seattle office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized wealth management experience. His duties include investment strategy implementation, asset allocation modeling, portfolio performance reporting, and client services. He interned at Beacon Pointe in 2023 before joining the team full-time in 2024. Jack studied and played tennis at Colorado College, where he majored in Economics and minored in History, and is currently pursuing the Certified Financial Planner™ (CFP®) designation. Outside of the office, Jack enjoys tennis, chess, and spending time in nature.

James Simone, CFA, CFP®

Senior Wealth Advisor

James is a Senior Wealth Advisor at Beacon Pointe Advisors. Through holistic, personalized planning and investment management, James develops customized strategies to help institutions, individuals, and families meet their financial goals. James joined Beacon Pointe after managing assets for institutional clients for 25 years. James received his B.A. from Brown University while competing for the football team. James is a CFA Charterholder and a Certified Financial Planner™ (CFP®). He is also a member of and a past president of the CFA Society Seattle, serves on the board of Friends of Athletic Fields, and has volunteered at Family Works, Green Lake Elementary PTA, Roosevelt Athletic Boosters, and Junior Achievement. In his spare time, James enjoys being active outdoors and spending time with his wife and three boys.

Kimberly Arnesen

Kimberly Arnesen, ChFC®

Senior Wealth Advisor

Kimberly is a Senior Wealth Advisor based in Beacon Pointe’s Seattle office serving clients ranging from families to business owners and non-profits. She helps provide clarity to complex and often unique financial and investment needs of her clients. Kimberly started her career in wealth management in 2007 and has developed a deep, holistic approach to financial planning where she is passionate about guiding her clients through various transitions and seasons of life with minimal disruption. She is a Chartered Financial Consultant (ChFC®) and has also passed the Certified Financial Planner™ (CFP®) exam as well as an active member of Beacon Pointe’s Women’s Advisory Institute. In her spare time, she loves running, kayaking, and anything that involves exploring the great Pacific Northwest with her husband and daughter.

Lauren Reisenauer

Senior Client Service Associate

Lauren is a Senior Client Service Associate and is the first friendly face you will see as you enter the Beacon Pointe Seattle office. A twelve-year industry veteran, Lauren is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, scheduling and communicating with clients to provide the highest levels of service. Lauren is a Seattle native and graduate of Portland State University, where she earned a degree in English.  Outside of the office, Lauren enjoys spending time with her husband and their dog, taking weekend trips, wine tasting, and other outdoor activities.

Petra Ljubic-Lane

Senior Associate Wealth Advisor

Petra Ljubic-Lane is an Associate Wealth Advisor for the Beacon Pointe Seattle office. Petra works closely with advisors to develop, execute, and maintain a financial plan for each individual client.  Prior to joining Beacon Pointe, Petra spent eleven years working for a different RIA in the Seattle area. She earned her B.S. in Economics from the University of Ljubljana, Slovenia, and her Certificate in Personal Financial Planning from the University of California, Los Angeles (UCLA). Petra is fluent in Slovene, Serbo-Croat, and English. Outside of the office, she enjoys spending time with her family, traveling, reading, and enjoying the beauty of the Pacific Northwest.

Discover a Financial Planner Focused on Your Needs in Seattle

Ready to get access to customized financial advice from a financial consultant in Seattle? Reach out today and start the path to reaching your financial goals.

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