Gene Ka's Location
San Jose, California, United States
Gene Ka's Work
- Partner, Managing Director @ Beacon Pointe
- Managing Partner, Wealth Advisor, Financial Planner @ Wealth Design, LLC
- Senior Financial Advisor @ American Express Financial Advisors
Gene Ka's Education
- PU1984 - 1987
Gene Ka's Skills
- Finance
- Financial Planners
- Strategic Financial Planning
- Investment Advisory
- Investments
- Wealth Management
- Investment Management
- Asset Allocation
- Wealth
- Retirement
Gene Ka's Summary
Gene Ka, based in San Jose, California, United States, is currently a Partner, Managing Director at Beacon Pointe, bringing experience from previous roles at Wealth Design, LLC and American Express Financial Advisors. Gene Ka holds a 1984 - 1987 PU. With a robust skill set that includes Finance, Financial Planners, Strategic Financial Planning, Investment Advisory, Investments and more, Gene Ka contributes valuable insights to the industry. Gene Ka has 4 emails on RocketReach.
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