The Team

Adam

Adam Photo

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 continued his focus on financial planning when he launched Beach Financial Group in 2009 to educate and assist European 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 & Insurance Solutions 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 financial planning 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

Joe Photo

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).

Mike

Mike has been in the insurance industry for the past 4 years, and has a Property & Casualty license as well as a Series 6 & 63. He has been with BFG for the past year, helping to establish the P & C department and now specializes in Commercial/Business insurance. Prior to entering the insurance industry, Mike spent 14 years in the video game & software industry in various Supply Chain capacities. In those roles he managed departments of dozens of employees and was responsible for budgets in excess of $30 million. At various times he was responsible for manufacturing, transportation, distribution, order/returns processing and vendor management. His previous work experience includes supervisor at a marketing firm, sales & account management for a disposable medical devices and later for a medical device hardware supplier, and spent a couple years conducting lectures on ports of call in the cruise ship industry. In addition to his insurance credentials Mike is a graduate of Oglethorpe University in Atlanta, GA with a Bachelor of Business Administration degree.

Tom

Tom has been involved in insurance and business development for 8 years, since graduating from Sheffield Business School in 2008. Prior to marrying and moving to the states in 2014, Tom worked in South Korea and Thailand teaching Business English for two years. Before leaving the UK, he was a fundamental part of the growth of the most prominent distribution companies in North-West England. Along with this, he gained invaluable experience as an insurance administrator with UK insurance company Aviva. Tom became a qualified property and casualty insurance broker in 2015. Tom takes great pride in his ability to build relationships on a business and personal level, making him a trusted member of Beach Financial Group.

Ana

Ana is originally from Austin, Texas and moved to California in 2011 seeking to explore the state she was born in, but not raised in. She has been working with Beach Financial Group for the past two years and is a licensed Life, Health and Disability Agent. She enjoys getting to know her customers on a more personal level and catering to their needs. On her spare time she enjoys spending time with her family, going on hikes, traveling and yoga.

Diana

Diana was born in California and moved to Texas in 2010 with her parents. She was working as a store manager at a window company in Dallas Texas.She decided to move back to California in 2015, and got into the health insurance industry with United Healthcare working as a customer service representative in the mental health and behavioral department. She is the newest employee of Beach Financial Group and assists clients with their policies. Diana loves animals, enjoys spending time with her family, going to the beach on hikes, and watching movies.

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