Beach Financial & Insurance Solutions are committed to providing our clients with the finest financial advice available. We offer a level of service that is unsurpassed within the industry, a major reason why many of our clients have been with us since we opened our doors in 2008.
Our philosophy is to tailor all of our plans to the needs of each and every client, offering a unique adaptability to whatever those particular specifics might be. We are committed to working in the best interests of our clients and take an approach of blending cost containment, solid benefits, and effective consulting in all of our relationships.
Our experience and specialization allow us to anticipate your needs and to be responsive to the unique requirements of your program. You will not find another company that offers a better overall experience than what we guarantee we will do at Beach Financial & Insurance Solutions.
Adam Beach relocated to Los Angeles in 2008 from London, with a strong background in European financial client relations. Since 2003, Beach has been providing clients with comprehensive wealth management solutions. He possesses the professional designations of Uniform Combined State Law (Series 66 license), a Registered Representative (Series 7 license) in addition to Life & Health and Property & Casualty Insurance Licensed. He is firmly committed to long-term client relationships and through financial planning – helps his clients with retirement, education, estate & insurance planning strategies.
Originally from the UK, Sebastian emigrated to California with his wife and two young children in 2018. Prior to his arrival in America, Sebastian spent 5 years working as a financial adviser in Dubai, providing international wealth management and financial planning services to the professional expat market. Sebastian’s international expertise, particularly with regards to the UK pension market, make him a valuable asset to Beach Financial Group’s diverse client base. His straightforward, reason driven approach to all aspects of financial planning mark him out as an outstanding professional in our industry.
Financial Administrative Assistant
Originally from Seoul, South Korea, Mini has lived in four countries growing up where she gained the knowledge of various cultures and languages. She is currently a student attending the University of Washington in Seattle where she is majoring in International Relations. She recently joined Beach Financial Group as an administrative assistant in November of 2020.
She has been working closely with the Finance department where she has been able to get first-hand experience and opportunities learning more about clients and day-to-day responsibilities. Outside of work and school, she spends her time finding local coffee shops and new hiking trails around Los Angeles.
Mark is from the South West of England, where he owned and operated his own entertainment company. He majored in business management at the University of Plymouth – with a specific focus on the Sport and Leisure industry. Mark’s attention to detail and organizational skills are a great asset to Beach Financial Group and also aids in implementing innovative technology to help our clients achieve their financial objectives.