Beacon Pointe
Georgia is the Managing Director for Beacon Pointe’s Portola Valley office and is responsible for working with clients to meet their investment and income objectives. With over 35 years of experience in the financial services industry, Georgia has comprehensive expertise in designing personalized securities portfolios, formulating retirement plans, implementing tax strategies and estate objectives, and analyzing real estate investments for clients. Prior to joining Beacon Pointe, Georgia founded Bennicas and Associates (which merged with Beacon Pointe in 2023). Georgia earned her bachelor degree’s in both Economics and Business Administration from Notre Dame.
This person is not in any teams
This person is not in any offices
Beacon Pointe
Beacon Pointe is a financial services company providing financial consultancy services for individuals, families, and institutions.