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Boonseon G
CFP®, Series 65
Carlsbad, CA
Beacon Financial Management LLC
Boonseon Gudmundsen is a CFP® and Series 65-licensed financial advisor with 14 years of industry experience. He has been the principal of Beacon Financial Management LLC since 2011 and has also managed family financial matters since 2004. Beacon Financial Management LLC is a fee-only registered investment adviser serving individuals, small businesses, trusts, estates, and retirement plans. The firm offers comprehensive and limited-scope financial planning along with discretionary investment management, focusing on long-term asset allocation and diversified portfolios tailored to clients’ objectives and risk tolerance.
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