Tom Stefaniak

Tom Stefaniak, CFP®, is a Managing Director at Beacon Pointe Advisors and is responsible for client service and new client development. With more than 30 years of expertise in the financial services industry, Tom has a passion for building relationships that go far beyond finances. Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998, Tom co-founded Pinnacle Wealth Management, a boutique firm in Denver, Colorado (which merged with Beacon Pointe in 2023). Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance, holds the Certified Financial Planner™ (CFP®) designation, and is a member of the Financial Planning Association. Outside of the office, Tom enjoys golfing, traveling (whenever his schedule can allow it), and spending time with his wife and his three adult children.