Jameson van Houten
Partner, Managing Director at Beacon Pointe Advisors
- Role
- Partner, Managing Director at Beacon Pointe
- Location
- Phoenix, AZ, US
- LinkedIn followers
- 500 followers
About Jameson van Houten
How is your IRA invested? Are your investments as tax efficient as possible? Have you taken your RMD for the year? Is your estate plan up to date?”My job as a wealth advisor is to educate, empower and engage clients in their personal finances so that they can live their best lives. I spend time with clients in all areas of financial planning and investments to best help them get to where they want to go. My process starts with a conversation. I want to learn about what’s important to the individual – personal values, family, business and interests, goals and future plans. I then tailor a custom plan to help achieve these goals and aspirations. Many of my clients’ plans are based upon the following goals:Retirement ReadinessRetirement IncomeEducation Cost PlanningStrategic Tax & Estate PlanningCareer & Business PlanningLife Changes & MilestonesValues-Based and Impact Investing I take great pride in helping my clients achieve their life and legacy goals. If you would like to learn more about how we can work together, I would love to get in touch.
Experience
Partner, Managing Director
Sep 2021 — Present
Education
Barrett, the Honors College at Arizona State University
BA
Skills
- Mutual Funds
- Financial Advisory
- Strategic Planning
- Retirement Planning
- Retirement
- Bonds
- Leadership
- Wealth Management
- Personal Finance
- Finance
- Financial Planners
- Options
- Securities
- Estate Planning
- Investments
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