Beach Financial Group has been committed to providing our clients with the finest insurance plans 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 2007.
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 Group.
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 professional designations in addition to Life & Health Insurance Licensed. He continued his focus on financial planning when he launched Beach Financial Group in 2009 to educate and assist Expat businesses in launching a sister bureau overseas. In the past six years, Beach Financial Group has grown into a full-service insurance agency focused not only on the European Market but large group and small groups packages for retail, medical and law offices, restaurants and more. Sharing his first-hand knowledge and over a decade of experience in the industry, Beach Financial Group has been providing their clients with the finest insurance plans available at the most competitive rates. He is firmly committed to long-term client relationships and through industry expertise helps his clients with retirement, education, estate & insurance planning strategies. Beach’s experience and specialization allows him to anticipate client needs and be responsive to the unique requirements of each insurance program.
Joe is an experienced, dual-qualified US and Australian commercial insurance adviser based in San Francisco. Over the last 13 years Joe has worked with multi-national, mid-market and start-up enterprises advising in relation to appropriate insurance program structure and placement. His experience has been gained working at AON and other large national brokerages, plus Joe ran his own boutique commercial insurance advisory practice in Melbourne for 6 years before successfully selling that to relocate to San Francisco in 2016. Joe has first-hand experience working with foreign companies entering the US and has advised across industry in that segment. This experience has seen Joe engaged by several overseas insurance brokers as their appointed US correspondent broker and an accredited provider of US placements for international insurers. Much of the work Joe does is assisting small to medium enterprises that aim to operate at a global scale who encounter difficulties obtaining appropriate insurance advice and service. Too many times it is left to chance or not properly advised upon prior to business growth, sometimes leading to disastrous results. In addition to his insurance qualifications Joe holds a MBA from Melbourne Business School and a Bachelor of Commerce (First Class Honors).
Retirement Plan Consulting
Business Succession Planning
Executive Benefit Plans
Financial and Estate Planning Strategies
Life Insurance Planning and Policy Review
Disability and Long Term Care