A complete list of active advisors currently associated with Hermosa Wealth Management

Warmer can help you find a great advisor at Hermosa Wealth Management or one who fits your needs even better.

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 also offers educational seminars and workshops and may engage sub‑advisors to manage all or part of client portfolios. Hermosa typically manages accounts on a discretionary, percentage‑of‑assets basis and tailors investment programs to documented client goals, risk tolerance and time horizons using fundamental and technical analysis with periodic (generally quarterly) reviews. Financial planning is offered on an hourly basis, and the firm documents client‑imposed restrictions and encourages clients to compare custodian statements. A distinctive feature of Hermosa is its affiliation with a separate tax preparation and bookkeeping business owned by the firm’s principal; those services are offered to clients for separate compensation and are disclosed as a potential conflict of interest. The firm also runs free, educational seminars for the public and does not routinely vote client proxies—clients receive proxy materials directly and may request voting assistance if needed.

To learn more about the advisors currently working at Hermosa Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Brian Beckman	Hermosa Beach, CA	5
Kenneth Gillespie	Hermosa Beach, CA	22

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