Palm Desert Team

 

Palm Desert Office:

Beacon Pointe Wealth Advisors

Address Coming Soon

Phone: (760) 844-2267

Michele Sarna, AIF®, AWMA®

Michele Sarna, AIF®, AWMA®

Managing Director, Partner

Michele Sarna, AIF®, AWMA® is responsible for the development of financial plans that help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit. In addition, Michele specializes in qualified retirement plans, including plan design, implementation and management that help employers and employees reach their retirement savings goals. Michele has extensive experience in investment management and the brokerage industry. Prior to her career in financial services, she and her husband ran and managed a construction business. She holds a Bachelor of Science degree in Business Administration/Finance from California State University, Long Beach and holds the Accredited Investment Fiduciary™ and Accredited Wealth Management Advisor™ designations. Michele is also a Notary Public.  Michele is married and has four children. During her free time, she likes to run and participates in many races benefiting non-profit organizations.

Email:msarna@bpwealthadvisors.com

Phone:(760) 844-2267

Brandt Kuhn, CFP®

Brandt Kuhn, CFP®

Managing Director, Partner

Brandt Kuhn, CFP® is a financial planning focused advisor. He creates financial plans that help clients identify and set goals for wealth accumulation and future needs, as well as establish priorities, take advantage of tax laws, and utilize financial products to their benefit.  In addition, Brandt specializes in qualified retirement plans, including plan design, implementation and management that help employers and employees reach their retirement savings goals. After graduating from California Polytechnic State University San Luis Obispo with a Bachelor of Science in Business Administration and a concentration in Financial Management, Brandt came home to the Palm Springs area. Brandt is a CERTIFIED FINANCIAL PLANNER™.  He serves on the board of the Desert Recreation District Foundation, the Advisory Board of The First Tee of the Coachella Valley, and the Palm Desert Chamber of Commerce. He is also a graduate of the prestigious Leadership Coachella Valley program and serves on the Alumni Council.  Brandt enjoys golf, snowboarding, and spending time with his wife and their black lab/beagle, Abby.

Email:bkuhn@bpwealthadvisors.com

Phone:(760) 219-9431

Andrew Castro

Andrew Castro

Senior Associate

Andrew Castro assists with servicing 401(k) plans and participants, as well as develops new client relationships. His primary focus is to ensure clients are receiving personalized service, provide ongoing education, and help clients identify and set their financial goals.  Andrew received his Bachelor of Business Administration with a major in finance from the University of San Diego. He began his financial services career as an intern for UBS Financial Services in San Diego, California. He joined UBS full time in where he held the roles of Reporting and Strategy Analyst and later as a Trade and Processing Specialist. Andrew then joined Integrated Wealth Management’s Retirement Plan Services team, as a Financial Planning Associate. Andrew is involved with several of the local chambers of commerce, and is also a graduate of the prestigious Leadership Coachella Valley Program. As a Coachella Valley native, he grew up around farming and was Vice President of Cal Sungold, Inc., a farming and production company that specializes in bulk distribution of Medjool and Deglet Noor dates. In his spare time, Andrew enjoys golf, soccer, cycling and spending time with his fiancée and family.

Amber Lembo

Amber Lembo

Senior Associate

Amber supports the Retirement Plan Services team. Her responsibilities include a wide range of daily client service, onboarding new clients, scheduling and assisting with client meetings and document preparation for new and prospective clients, verification and processing functions related to 401(k) accounts and direct business.  Prior to joining Beacon Pointe Wealth Advisors, Amber worked at Integrated Wealth management for six years as an Executive Client Service Associate with the Retirement Plan Services team. In 2008, Amber entered the financial/lending industry as a Loan Assistant and Loan Operations and Documentation Specialist at Canyon National Bank/Pacific Premier Bank.  Amber is also a Notary Public. In her spare time, she enjoys staying active, spending time with her friends, family and her dog Trigger.

 

 

$(document).ready(function() { $('a').on('click touchend', function(e) { var el = $(this); var link = el.attr('href'); window.location = link; }); });