Gene Ka

Q: What is Gene Ka email address?

Email Gene Ka at akr3dad@gmail.com and gka@beaconpointe.com. This email is the most updated Gene Ka email found in 2026.

Q: How to contact Gene Ka?

To contact Gene Ka send an email to akr3dad@gmail.com or gka@beaconpointe.com. If you want to call Gene Ka try calling on +14087170703 and +14088387686. (updated on October 29, 2024)

Partner, Managing Director at Beacon Pointe | San Francisco Bay Area

About Gene Ka

Gene Ka is a seasoned financial professional with over 35 years of experience in financial planning, asset management, and estate planning. As a Partner and Managing Director at Beacon Pointe, he plays a pivotal role in shaping the firm's comprehensive approach to wealth management. His extensive expertise as a Certified Private Wealth Advisor® enables him to deliver tailored strategies that effectively address the unique needs of high-net-worth clients, ensuring they achieve their financial goals.

At Beacon Pointe, Gene leads key projects that leverage the firm’s allWEALTH® approach, which integrates strategic financial planning with research-driven investment strategies. This holistic methodology allows him to partner closely with clients, guiding them through complex financial landscapes and helping them navigate retirement planning, alternative investments, and estate considerations. His deep understanding of the intricacies of wealth management services empowers him to craft personalized financial plans that align with clients' aspirations and risk tolerances.

Gene's proficiency in investment management and financial advisory is complemented by his knowledge of securities, IRAs, and retirement-sponsored plans. His commitment to continuous learning and adaptation within the evolving financial landscape ensures that he remains at the forefront of industry trends, providing clients with innovative solutions that enhance their financial well-being. As a trusted advisor, Gene Ka is dedicated to fostering long-term relationships with clients, helping them secure their financial futures with confidence and clarity.

Gene Ka Work

Partner, Managing Director at Beacon Pointe in March 2021 to Present

Managing Partner, Wealth Advisor, Financial Planner at Wealth Design, LLC in June 1996 to March 2021

Sr. Financial Advisor at American Express Financial Advisors in February 1991 to May 1996

Gene Ka Skills

Wealth Management

Investments

Asset Management

About Gene Ka's Current Company

Beacon Pointe

Discover more about Beacon Pointe

Frequently Asked Questions about Gene Ka

What is Gene Ka email address?

Email Gene Ka at [email protected] and [email protected]. This email is the most updated Gene Ka email found in 2026.

What is Gene Ka phone number?

Gene Ka phone number is +14087170703 and +14088387686.

How to contact Gene Ka?

To contact Gene Ka send an email to [email protected] or [email protected]. If you want to call Gene Ka try calling on +14087170703 and +14088387686. (updated on October 29, 2024)