Kingswood Wealth Advisors
41yrs
Top advisor by experience in Campbell
2yrs
Danielle Wen
Financial advisor at Beacon Pointe Advisors
Danielle Wen is a fiduciary financial advisor in Campbell, California, with 2 years in the industry. Danielle joined Beacon Pointe Advisors in 2024, a firm offering financial planning, investment management, and private fund management. Beacon Pointe Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 153 advisors with offices in Campbell, and one of 131 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office900 E Hamilton Ave Suite 120, Campbell, CA 95008
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee
Typical client at the firm ?$1.66 million
Advisors at the firm469
States licensed ?1 state
Services through Beacon Pointe Advisors
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowBeacon Pointe Advisors, LLCCurrent firm
Contact Danielle
Local office(408) 261-3300Ask for Danielle. (949) 718-1600Main office · Newport Beach, CA 900 E Hamilton Ave Suite 120Campbell, CA 95008Office · Get directions
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Questions to ask Danielle
Tailored to Danielle’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
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About Danielle
How do I contact Danielle?
Call Danielle’s local office at (408) 261-3300 or the Beacon Pointe Advisors main office at (949) 718-1600, and ask for Danielle Wen.
How long has Danielle been a financial advisor?
Danielle has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Danielle hold?
Series 65. Tap any license on this page to see what it allows.
Is Danielle a fiduciary?
Danielle is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Danielle paid?
Beacon Pointe Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains. Ask Danielle for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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