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Brian B
Hermosa Beach, CA
Hermosa Wealth Management
Brian Beckman is a financial advisor at Hermosa Wealth Management in Torrance, CA, with five years of industry experience. He has been with Hermosa Inc. since 2020 and has operated Beckman Consulting Inc. since 2010. Hermosa Wealth Management provides discretionary asset management, financial planning, and consulting services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages approximately $24.5 million in client assets and offers goal-driven advisory services that incorporate fundamental and technical analysis, periodic reviews, and rebalancing, along with educational seminars and workshops for the public.
Kenneth G
Series 63, Series 65, Series 66
Hermosa Beach, CA
Hermosa Wealth Management
Kenneth Gillespie is a financial advisor at Hermosa Wealth Management with 22 years of industry experience. He holds the Series 63, 65, and 66 designations. His previous work includes roles at Oppenheimer & Co. Inc. and Garv, Inc. Outside of advisory work, he owns Hermosa Tax Inc., a tax preparation and bookkeeping business. Hermosa Wealth Management provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers educational seminars and may engage sub-advisors to manage portfolios, tailoring investment programs to client goals and reviewing them regularly.
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