ADVISOR BIO

Erica Wu is an Investment Advisor Representative with Beacon Pointe Advisors, LLC. Erica has been in the industry since 2005. Erica is registered with the state of California. Erica has a Series 6, 7, 63, 66 and SIE licenses. Prior to joining Beacon Pointe Advisors, LLC, Erica worked at J.P. Morgan Securities LLC, TD Ameritrade, Inc. and HSBC Securities (USA) Inc. Erica is an expert in financial planning, portfolio management and pension consulting. Erica provides services to individuals, businesses, investment companies and pooled investment vehicles.

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ADVISOR BIO

Evan King is an investment advisor representative at Moneta Group Investment Advisors, LLC. Evan has been in the industry since November 7, 2019, and holds the Series 7TO, Series 66, and SIE licenses. Evan is registered with the state of California as both a Broker-Dealer and Investment Advisor, and in Colorado, Oregon, Texas, and Washington as a Broker-Dealer. Evan has previously worked at TD Ameritrade, Inc. and Charles Schwab & Co., Inc..

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ADVISOR BIO

Hooman Altafi is an investment advisor representative with Alta Financial Group in Campbell, CA. Hooman has been in the industry since 1992 and has experience with Charles Schwab & Co., Inc., VALIC Financial Advisors, Inc. and Wells Fargo Securities Inc. among other companies. Hooman is licensed in California and holds the Series 6, 7, 22, 63 and 65 licenses. Alta Financial Group focuses on investment advisory services including portfolio management for individuals, businesses and pooled investment vehicles. They also offer financial planning services, pension consulting and educational seminars.

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ADVISOR BIO

John Zhang is a financial advisor with Beacon Pointe Advisors, LLC in Campbell, CA. He specializes in providing financial planning, investment management, and consulting services to individuals, businesses, and institutions. John has over 15 years of experience in the financial services industry. He holds the Series 66, Series 7, Series 9, Series 10, and SIE licenses. John is registered with the state of California. Prior to joining Beacon Pointe Advisors, LLC, John was with Charles Schwab & Co., Inc., where he worked for over 13 years.

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ADVISOR BIO

Leah Loewenthal is an investment advisor representative with Beacon Pointe Advisors, LLC. Leah has over 6 years of experience in the financial services industry. Prior to joining Beacon Pointe Advisors, Leah worked at Wells Fargo Clearing Services, LLC. Leah is registered to provide investment advice in California.

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ADVISOR BIO

Levi Glade Larsen is a financial advisor at Beacon Pointe Advisors, LLC. Levi has been in the financial industry since 2015. Levi has a Series 7, Series 66, and SIE licenses, and is a Certified Financial Planner. Levi has prior experience with CHARLES SCHWAB & CO., INC. and FINANCIAL ENGINES ADVISORS L.L.C..

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ADVISOR BIO

Pascal Jean-claude Menut is a registered Investment Advisor Representative with Beacon Pointe Advisors, LLC. Pascal is a financial professional who works with high-net-worth individuals, corporations, and other businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and pooled investment vehicles. Pascal has worked in the financial services industry since 2013. Pascal holds a Series 65 license, which allows them to provide investment advice. In addition to their work at Beacon Pointe Advisors, LLC, Pascal is also involved in other business ventures in France. Pascal is committed to providing their clients with the highest level of service and expertise.

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ADVISOR BIO

Tyler Brock is a financial advisor at Beacon Pointe Advisors, LLC. Tyler has been in the industry for over 20 years and has experience in a variety of financial services. Tyler works with a variety of clients, including individuals, families, businesses, and institutions. Tyler provides a range of services, including financial planning, investment management, and retirement planning. Tyler holds the Series 66 and Series 7 licenses and is also a Certified Financial Planner. Prior to joining Beacon Pointe Advisors, LLC, Tyler worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Presidio Capital Advisors, LLC, and Sanford C. Bernstein & Co., LLC.

SPECIALIZATIONS