Milpitas/Northern California Office:
Beacon Pointe Wealth Advisors
920 Hillview Court, Suite 160
Milpitas, CA 95035
Phone: (408) 261-3300
Fax: (408) 261-3979
Tyler Brock, CFP®, is responsible for advising and providing customized wealth management solutions for clients. Prior to joining Beacon Pointe Wealth Advisors, Tyler worked for Bernstein Global Wealth Management, The Presidio Group, U.S. Trust, Goldman Sachs (SLK Fixed Income Division) and a local RIA. Tyler graduated from the University of Colorado, Boulder where he earned a bachelor’s degree in business administration and he holds the Certified Financial Planner (CFP®) designation. Tyler is a member of The Guardsmen, a local charitable organization and he lives in Marin with his wife and two sons.
Tony Han is primarily responsible for supporting the advisors and servicing clients before and after meetings within the BPWA Northern California office. Prior to joining Beacon Pointe, Tony was a Case Manager at Excelcia Financial Group. Mr. Han is married and lives with his wife in San Jose, CA. He enjoys golfing, fishing and spending time with family and friends.
Stephanie Rumold, CFP®, is responsible for providing customized wealth management solutions for clients. Before joining Beacon Pointe Wealth Advisors, Stephanie worked for First Republic, and prior to that, she was an investment advisor at Opes Advisors. She has also held roles as vice president and financial consultant with Charles Schwab and Co. Previously, she worked in the Premier Banking Group of Bank of America, managing a portfolio of high-net-worth clients. Stephanie is a member of the E-women’s Network in Palo Alto, earned a bachelor’s degree in business administration with an emphasis in finance from Boise State University, and she holds the Certified Financial Planner (CFP®) designation.
Rocky Lin, CFA, manages the client service and trading operations of the Northern California Beacon Pointe Wealth Advisors office. He oversees the advice and portfolio strategies implemented in Northern California BPWA office. Prior to joining Beacon Pointe, Rocky was the Chief Investment Officer of Excelcia Financial Group and the Portfolio Manager for Excelcia Capital Partners a Global Macro Hedge Fund. His background is in Macroeconomic research, Portfolio Construction and Derivatives Trading. Rocky graduated from the University of California, Santa Barbara with a BA in Business Economics. He has earned the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Rocky resides in San Jose, California where he continues to enjoy his passion for ice hockey and snowboarding.
Pascal is responsible for coordination between the Beacon Pointe Wealth Advisors operational team and the advisors and for implementing customized wealth management solutions for clients. Prior to joining Beacon Pointe, Pascal was providing high-quality customer service and building customer relationships at Bank of the West. He earned a BBA degree in Finance from Loyola Marymount University in Los Angeles, CA. Pascal is also actively involved in amateur astronomy and astrophotography, participating in outreach and community events.
Miriam Santiago, RP® is primarily responsible for supporting the advisors, assisting clients before and after their meetings, and assisting with account set up in the BPWA Northern California office. Prior to joining Beacon Pointe Wealth Advisors Miriam was an office manager for a local construction company. She earned her bachelors degree in Mathematics from Ave Maria University in Southwest Florida and enjoys spending time with family and friends in her free time.
Huy is an Associate Wealth Advisor at Beacon Pointe Wealth Advisors in Northern California. His primary responsibilities include coordinating trades with investment managers, creating portfolio reports, and assisting with servicing the needs of Beacon Pointe’s private clients. Prior to Beacon Pointe, Huy worked at TD Ameritrade where his role focused specifically on client service. Huy earned his Bachelor’s degree from San Jose State University. Outside of work he enjoys reading non-fiction and spending time with his two dogs. He currently resides in San Jose, California.
Donald Johnson’s primary responsibilities at Beacon Pointe Wealth Advisors San Jose include trading, research, and assisting in portfolio construction. He previously worked at Opes Advisors where he handled trading. Donald earned his Bachelor’s degree from the Lundquist College of Business at the University of Oregon. He has earned the Chartered Financial Analyst designation and is a member of the CFA Society of San Francisco. Mr. Johnson is married and lives with his wife and two children in San Jose, California.
Cindy Van, RP® is responsible for processing account paperwork, advisor and client support, and organizing office events. Prior to joining Beacon Pointe Wealth Advisors, Cindy worked in the marketing department at her university and spent three months in Cambodia visiting family and volunteering. Cindy graduated from the University of the Pacific where she earned a bachelor’s degree in business administration. She enjoys live music, exploring local events, and spending time with family and friends.
Alexi Howie, CFP®, is primarily responsible for servicing her client base of successful individuals, families, and privately held businesses. Prior to joining Beacon Pointe, Alexi was the co-Founder of Excelcia Financial Group. Alexi graduated from San Jose State University, California, with a BA in Business Finance and Management. She is a Certified Financial Planner®. Alexi is married and lives with her husband and their two children in Danville, CA where they all enjoy traveling, adventure and spending time with family and friends.