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Herbert B

CFP®, Series 63, Series 66

Austin, TX

Beacon Advisors

Herbert Boyd is a CFP® with 27 years of industry experience and is currently with Beacon Advisors in Austin, TX. His prior experience includes roles at Custos Family Office and J.P. Morgan Private Bank. He serves as a board member for One Chapel, providing financial advice and reviewing financial information. Beacon Advisors offers investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes risk management, asset allocation, and diversification, tailoring portfolios to client objectives and conducting regular account reviews.

Private / alternative investments Real estate investing Active portfolio management Options & derivatives strategies
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Juan C

Series 63

Austin, TX

Beacon Advisors

Juan Creixell is a financial advisor at Beacon Advisors with 20 years of industry experience. He holds a Series 63 designation and has previously worked at JPMorgan Chase Bank NA and Custos Family Office LLC. Outside of his advisory role, he serves as a director for SilverBox Engaged Corp, a SPAC-focused acquisitions company, and volunteers as a board member and finance committee member for nonprofit organizations including St. Louise House and Seton Ascension Texas. Beacon Advisors provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm emphasizes risk management, asset allocation, and diversification, using a combination of long-term, tactical, and value-oriented strategies tailored to client objectives and risk tolerance.

Private / alternative investments Real estate investing Active portfolio management Options & derivatives strategies
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