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Beacon Pointe Advisors
Your trusted partner for personalized financial planning and wealth management in San Jose.
5(5 reviews)
Business
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Your trusted partner for personalized financial planning and wealth management in San Jose.
Beacon Pointe Advisors is a premier financial advisory firm in San Jose, CA, dedicated to helping individuals and families achieve their financial goals with integrity and expertise. Led by experienced advisors like Tom Selbo and Tammie Mark, the team offers personalized, consultative services in investment strategies, retirement planning, and wealth management. Known for their responsive, client-focused approach, they build long-term relationships based on trust, ensuring your financial well-being is managed with care and professionalism. Perfect for those seeking reliable, tailored financial guidance.
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Personalized investment planning and portfolio management tailored to your goals and risk tolerance.
Comprehensive retirement solutions to help secure your financial future and plan for life after work.
Holistic financial services including estate planning, tax strategies, and asset allocation for long-term growth.
One-on-one advisory sessions to address questions, review accounts, and develop sound financial decisions.
Empowering clients with insights and guidance on financial matters, from basic queries to complex planning.
Tom and the entire team at Beacon Point have been great to work with. They are very responsive and take time to answer all of our questions (even the basic ones). Glad we choose them to help manage our the financial aspects of our life!
We have been involved with Tammie Mark and her team for many years. We have found Tammie to be personable and knowledgeable on financial matters for the future. She has a remarkable team at Beacon Pointe that can address financial matters. They are responsive and we have full confidence in their services. We have recommended to our family members.
I have been with Tom Selbo and his team, including Sara and Elizabeth, for over seventeen years. They were with me when my husband passed away and they helped keep me financially stable while I raised two young children. My twin boys are now seniors in college. Recently, Tom generously spent time speaking with my Finance major son about career paths. For me, the biggest strength that this entire group has is their personalized approach to each client. At a minimum, I meet with Tom every quarter and have full confidence that the decisions they make about my investments are sound. I do not worry as the market fluctuates, and it feels as if they anticipate my financial needs before I do myself. I call Tom and his group when I have random questions about my accounts or need help in financing the purchase of my dream home. They are quick to come up with solid solutions. When I call Tom, Elizabeth, or Sara, most of the time they can answer the phone themselves. If I leave a message they will get back to me later that day or at least within 24 hours. I always feel like they are on my side and striving to help me and my boys live our best lives.
The team at Beacon Pointe is the best! They have earned my complete trust. Tom, Jake, Sara and Elizabeth consistently impress me with their unparalleled professionalism, reliability and dedication to my financial well-being. Tom is an outstanding advisor who actively listens and offers insightful advice on everything from investment strategies to retirement planning. He empowers you to make informed decisions and prioritizes your personal goals. I know my finances are managed with the utmost care, integrity and expertise, and I can’t recommend the team enough.
Tom and the Beacon Pointe team are wonderful to work with. They are professional, excellent listeners, subject matter experts and use a consultative, no pressure approach to help you achieve your financial goals. I recommend them to anyone looking for trustworthy individuals seeking to optimize their financial portfolio
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