Beacon Global Advisor Network
CEO
[email protected]
(888) 679-6474
With 40+ years of experience in the financial services industry, Joby has a passion for linking people and opportunities. As CEO of Beacon Global Advisor Network, a SEC Registered Investment Advisor, Joby is uniquely positioned to connect advisors around the world with the ability to service expats living abroad or internationals returning to their home country. Beacon Global Advisor Network, provides solutions for Financial Planning and Wealth Management firms focused on cross-border opportunities; Expats and foreign nationals who need financial education, investment, and wealth management; RIAs and Advisors who want to work on, not work in their business; and CPAs and Accountants, IMOS and Insurance Agents, who want to expand their value proposition.
About Us:
At BGAN, we provide strategic coaching, sound advice, and a customized plan that allows us to focus on overall strategy—while you continue to work through the day-to-day aspects of your business.
We are a U.S. network of advisory firms that are fee-based. We specialize in supporting overseas advisory firms wanting to work with Expats based in the U.S. We help you with the unique financial challenges of Expats. We help you with licensing, processing SIPP transfers & investing. We provide you with recommendations on Business Strategy, Investment Platforms, Technology & Compliance. As former C-suite level executives for Fortune 500 financial services companies and advisors ourselves, we’ve stood in your shoes and worked with hundreds of advisors across the county.