Loza, Beck & Associates

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals and families. The firm focuses on full service financial planning and research driven investments. Beacon Pointe is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and that our clients' best interests are the driving force in the relationship.

Thankful to have the privilege to work with families in obtaining the financing for their home via a purchase or refinance mortgage loan. Whether it's their first time, second, third or however many times - the mortgage industry guidelines are always changing. And so it's my pleasure to approach every transaction with "going back to the basics" mentality. I provide the information, resources and options the client needs to make an educated and confident decision. You can expect professionalism, clarity and mindfulness. My office is quipped with the support staff to provide every client the experience they deserve. We are fluent in Spanish as well.

If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we're friendly. Please call us for a free initial consultation.