Gina Marie Kiefer

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 07/2017
  Alvernia University
  Reading, PA
• 10/2017 → 10/2019
  Penn State University Beaver
  Monaca, PA
• 08/2017 → 05/2019
  Community College Of Beaver County
  Monaca, PA
• 08/2018 → 10/2019
  Hooman & Associates
  Sewickley, PA
• 11/2019 → 09/2025
  The Family Firm
  Bethesda, MD
• 09/2025 → Present
  Beacon Pointe Advisors, Llc
  Bethesda, MD

Designations

• Certified Financial Planner