Gene Ka, Cpwa®
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Gene Ka, Cpwa® Email & Phone Number

Partner, Managing Director at Beacon Pointe Advisors at Beacon Pointe
Location: San Francisco Bay Area, United States, United States 3 work roles 1 school
1 work email found @beaconpointe.com 9 phones found area 408, 415, 650, and 858 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 9 phones

Work email g****@beaconpointe.com
Direct phone (408) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Beacon Pointe
Role
Partner, Managing Director at Beacon Pointe Advisors
Location
San Francisco Bay Area, United States, United States
Company size
186 employees

Who is Gene Ka, Cpwa®? Overview

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Quick answer

Gene Ka, Cpwa® is listed as Partner, Managing Director at Beacon Pointe Advisors at Beacon Pointe, a company with 186 employees, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at beaconpointe.com, phone signal with area code 408, 415, 650, 858, and a matched LinkedIn profile for Gene Ka, Cpwa®.

Gene Ka, Cpwa® previously worked as Partner, Managing Director at Beacon Pointe and Managing Partner, Wealth Advisor, Financial Planner at Wealth Design, Llc. Gene Ka, Cpwa® studied at Purdue University.

Company email context

Email format at Beacon Pointe

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*@beaconpointe.com
71% confidence

AeroLeads found 1 current-domain work email signal for Gene Ka, Cpwa®. Compare company email patterns before reaching out.

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Profile bio

About Gene Ka, Cpwa®

I have over 35 years of experience in, and extensive knowledge of, financial planning, asset management and estate planning. I am a Certified Private Wealth Advisor® with experience in the wealth management content, strategies, and applied concepts that help better serve high net worth clients. Please feel free to send me an IN-mail with any questions or for more information.Beacon Pointe Advisors is a wealth advisory consulting firm that takes a comprehensive approach to helping institutions, retirement-sponsored plans, high-net-worth individuals and families set and meet their financial goals. We focus on full service financial planning and research-driven investments.Specialties: Wealth Management, Investment Consulting, Retirement Readiness Planning, Education Cost Planning, Strategic Tax & Estate Planning, Career & Business Planning, Life Changes & Milestones, Values-Based and Impact Investing

Listed skills include Wealth Management, Investments, Asset Management, Estate Planning, and 20 others.

Current workplace

Gene Ka, Cpwa®'s current company

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Beacon Pointe
Beacon Pointe
Partner, Managing Director at Beacon Pointe Advisors
newport beach, california, united states
Website
beaconpointe.com
Employees
186
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Company profile
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3 roles

Gene Ka, Cpwa® work experience

A career timeline built from the work history available for this profile.

Partner, Managing Director

Current
Beacon Pointe

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.

Mar 2021 - Present

Managing Partner, Wealth Advisor, Financial Planner

Wealth Design, Llc

Campbell, California

Lifetime CFO and Comprehensive Wealth Management

Jun 1996 - Mar 2021

Sr. Financial Advisor

American Express Financial Advisors

Comprehensive Financing PlanningGene left American Express to form Ka, Demmler & Associates, an independent financial advisory firm in Campbell, CA. In the spring of 2000, Ka, Demmler & Associates became Wealth Design, LLC.

Feb 1991 - May 1996
Team & coworkers

Colleagues at Beacon Pointe

Other employees you can reach at beaconpointe.com. View company contacts for 186 employees →

EK Emmett King Iii Emmett King Iii Colleague at Beacon Pointe Dallas, Texas, United States, United States View → SA Scott Ayers Scott Ayers Colleague at Beacon Pointe Newport Beach, California, United States, United States View → NB Noah Babin Noah Babin Colleague at Beacon Pointe San Diego, California, United States, United States View → AD Audrey Day Audrey Day Colleague at Beacon Pointe San Diego, California, United States, United States View → KC Kaylynn C. Kaylynn C. Colleague at Beacon Pointe Scottsdale, Arizona, United States, United States View → KF Kara Felten Kara Felten Colleague at Beacon Pointe Mission Viejo, California, United States, United States View → TB Taylor Bordman Taylor Bordman Colleague at Beacon Pointe Phoenix, Arizona, United States, United States View → JU John Underwood John Underwood Colleague at Beacon Pointe Greater Minneapolis-St. Paul Area, United States View → TD Tommy Derrick Tommy Derrick Colleague at Beacon Pointe Greenville, South Carolina, United States, United States View → LM Lauren Meixel Lauren Meixel Colleague at Beacon Pointe Orange County, California, United States, United States View →
1 education record

Gene Ka, Cpwa® education

FAQ

Frequently asked questions about Gene Ka, Cpwa®

Quick answers generated from the profile data available on this page.

What company does Gene Ka, Cpwa® work for?

Gene Ka, Cpwa® works for Beacon Pointe.

What is Gene Ka, Cpwa®'s role at Beacon Pointe?

Gene Ka, Cpwa® is listed as Partner, Managing Director at Beacon Pointe Advisors at Beacon Pointe.

What is Gene Ka, Cpwa®'s email address?

AeroLeads has found 1 work email signal at @beaconpointe.com for Gene Ka, Cpwa® at Beacon Pointe.

What is Gene Ka, Cpwa®'s phone number?

AeroLeads has found 9 phone signal(s) with area code 408, 415, 650, 858 for Gene Ka, Cpwa® at Beacon Pointe.

Where is Gene Ka, Cpwa® based?

Gene Ka, Cpwa® is based in San Francisco Bay Area, United States, United States while working with Beacon Pointe.

What companies has Gene Ka, Cpwa® worked for?

Gene Ka, Cpwa® has worked for Beacon Pointe, Wealth Design, Llc, and American Express Financial Advisors.

Who are Gene Ka, Cpwa®'s colleagues at Beacon Pointe?

Gene Ka, Cpwa®'s colleagues at Beacon Pointe include Emmett King Iii, Scott Ayers, Noah Babin, Audrey Day, and Kaylynn C..

How can I contact Gene Ka, Cpwa®?

You can use AeroLeads to view verified contact signals for Gene Ka, Cpwa® at Beacon Pointe, including work email, phone, and LinkedIn data when available.

What schools did Gene Ka, Cpwa® attend?

Gene Ka, Cpwa® studied at Purdue University.

What skills is Gene Ka, Cpwa® known for?

Gene Ka, Cpwa® is listed with skills including Wealth Management, Investments, Asset Management, Estate Planning, Strategic Financial Planning, Financial Advisory, Retirement Planning, and High Net Worth Individuals.

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