Gene Ka
Partner, Managing Director at Beacon Pointe Advisors
- Role
- Partner, Managing Director at Beacon Pointe
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Gene Ka
I have over 35 years of experience in, and extensive knowledge of, financial planning…
Experience
Partner, Managing Director
Mar 2021 — Present
Beacon Pointe is a registered investment advisory firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, and high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research driven investments. Through our allWEALTH® approach, we partner with our clients to help them make the most informed decisions possible on any issues related to their wealth and help clients align their wealth to what matters most.
Skills
- Retirement Planning
- Series 7
- Wealth Management Services
- Customer Service
- Investments
- Wealth Management
- High Net Worth Individuals
- Series 63
- Asset Management
- Alternative Investments
- Investment Advisory
- Securities
- Strategic Financial Planning
- Mutual Funds
- Wealth
- Iras
- Estate Planning
- Investment Management
- Investment Strategies
- Finance
- Financial Advisory
- Retirement
- Financial Planners
- Asset Allocation
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