Santa Barbara Team

 

Santa Barbara Office:

Beacon Pointe Wealth Advisors

El Andaluz Building

523 Chapala No. 1

Santa Barbara, CA 93101

Phone: (805) 845-2400

Fax: (805) 845-2404

Gary K. Dorfman

Gary K. Dorfman

Managing Director, Partner

Gary is responsible for managing the Beacon Pointe Wealth Advisors office in Santa Barbara as well as overseeing the firm’s other strategic partnerships on the central coast. Prior to joining Beacon Pointe Wealth Advisors, Gary was the founding partner of Pacific Pointe Advisors. With over 25 years of experience, Gary has been an innovator in the financial services industry creating wealth management platforms for several large financial institutions. He has held senior management positions for Sanford Bernstein, Robertson Stephens and Lincoln Financial Advisors. Gary received his Bachelor of Arts from the University of California, Santa Barbara with a dual emphasis in Business Economics and Political Science. He has also served on the Investment Committee for the Bower Foundation of Santa Barbara, the Board of Directors for Santa Barbara Middle School for a three-year term, and currently serves on the Board of Directors for the LEAP Foundation. Gary is the proud father of three children and lives in Santa Barbara, California.

Email:gdorfman@beaconpointe.com

Phone:(805) 845-2400

Sara Kalsman, CFP®

Sara Kalsman, CFP®

Senior Wealth Advisor

Sara Kalsman, CFP® oversees financial planning capabilities for the Beacon Pointe Wealth Advisors Santa Barbara office. Prior to joining Beacon Pointe Wealth Advisors, Sara worked as a Wealth Advisor at a large Registered Investment Advisory firm in San Diego, CA. She played an integral role in developing their Wealth Building Program, creating and implementing financial plans, as well as servicing the firm’s corporate retirement services clientele. Sara attended San Diego State University, were she earned a degree in Financial Services, with a specialization in Personal Financial Planning. In addition to her experience and education, Sara holds the Certified Financial Planner™ (CFP®) certification. Outside of the office, Sara enjoys spending her time alongside family and friends. Her hobbies include hiking, running, cooking, and discovering new cultures through traveling the world.

Email:skalsman@beaconpointe.com

Phone:(805) 845-2400

Tammy Turner

Tammy Turner

Manager, Client Services

Tammy oversees client service and operational duties for the Beacon Pointe Wealth Advisors Santa Barbara office.  Prior to joining Beacon Pointe, Tammy worked at a national bank on their private wealth advisory team managing client services for their Southern California region.  Tammy brings over 20 years of industry experience in client service and operations.  Outside of the office, Tammy spends time with her family and friends and is a member of the BPOE (Elks).  Her hobbies include domestic arts including quilting, cooking and gardening and she met her husband swing dancing.

Email:tturner@beaconpointe.com

Phone:(805) 845-2400

 

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