About Us
Our Story
Beacon Financial Pathways was founded on the principle of responsible financial stewardship. Our mission is to guide individuals and businesses through financial decisions that lead to long-term security and prosperity.
About Us – Our Story
At Beacon, we provide strategic financial guidance that illuminates the path to success for individuals, families, and business owners. Our core leadership team—Frank Garcia, Darren Veracruz, and Alan Bates—brings decades of specialized expertise to help clients make informed, confident financial decisions.
- Frank Garcia is a Social Security optimization specialist and risk management expert. With extensive knowledge in broker compensation, life and health insurance, Medicare, and property and casualty insurance, Frank helps clients maximize their benefits, protect their assets, and ensure financial security for the long term.
- Darren Veracruz is a business succession and estate planning attorney, providing legal strategies for asset protection, family wealth transfer, and business continuity. His expertise ensures that families and business owners have the right structures in place to safeguard their legacy and future growth.
- Alan Bates is an investment and wealth management specialist, offering tailored financial strategies that help clients build, manage, and preserve their wealth through smart, data-driven investment planning.
Our Extended Network – Expertise Beyond the Core Team
While our core leadership provides specialized financial, legal, and investment guidance, Beacon is backed by an extensive network of professionals, ensuring comprehensive solutions for every financial and business challenge. Our extended team includes:
- Insurance Specialists – Experts in broker compensation, life and health insurance, Medicare, property and casualty coverage, and more.
- CPAs & Tax Specialists – Focused on small to mid-sized business tax strategy, compliance, and financial efficiency.
- Business Brokers – Assisting with business valuation, sales, and acquisitions to help owners successfully exit or expand their companies.
- Attorneys Across Multiple Specialties – Covering business law, estate planning, real estate, family law, and corporate structuring to provide customized legal solutions.
At Beacon, we don’t believe in one-size-fits-all financial advice. Instead, we integrate expertise across multiple disciplines, ensuring that every financial decision is backed by comprehensive planning and a team of specialists who understand your unique needs.
Whether you’re looking to protect your assets, plan your legacy, grow your business, or optimize your retirement, Beacon is here to shine a path forward, equipping you with the knowledge, strategies, and expert guidance needed for long-term success.
Our Network Includes:
- CPAs & Tax Attorneys
- Business Brokers & Risk Advisors
- Family Law & Real Estate Experts
Mission
At Beacon Financial Pathways, we are committed to being a guiding light in the financial world, helping individuals, families, and business owners achieve clarity, security, and long-term success. Inspired by Matthew 5:14-16, we believe financial wisdom should be shared, empowering our clients through stewardship, integrity, and expert guidance to make sound financial decisions that illuminate their future.
Our mission is to turn financial uncertainty into opportunity, providing holistic, integrated solutions that help clients build, protect, and sustain their wealth. Financial security isn’t just about money—it’s about purpose, legacy, and the lasting impact we leave for future generations.
Founded by Darren Veracruz, Frank Garcia, and Alan Bates, Beacon brings together decades of expertise in estate planning, Social Security optimization, risk management, business succession, and investment advisory services. Supported by a broad network of specialists, we offer comprehensive financial strategies tailored to each client’s unique needs.
At Beacon Financial Pathways, we don’t just provide financial solutions—we help our clients become wise stewards of their wealth, ensuring their financial success continues to shine for generations to come.
Welcome to SuccessHub – Your Gateway to Financial Triumph
Our commitment goes beyond being financial advisors; we are partners in your pursuit of success.
Since our inception, Beacon has been on a mission to illuminate the path to financial security for individuals, families, and business owners. We believe that everyone deserves a clear, strategic roadmap to financial success, and we are dedicated to guiding our clients through the complexities of financial planning with expertise, integrity, and personalized care.
At Beacon Financial Pathways, we are more than just financial consultants—we are trusted partners in your financial journey. Our team of seasoned professionals specializes in Social Security optimization, legal and succession planning, and comprehensive financial strategies, ensuring that every aspect of your financial future is accounted for.
Financial planning isn’t just about numbers—it’s about your future, your legacy, and your peace of mind. We take a holistic approach that goes beyond traditional financial services, helping you navigate everything from retirement planning and tax efficiency to asset protection and business succession.
Built on a foundation of transparency, trust, and client-focused values, Beacon Advisors is committed to delivering personalized strategies tailored to your unique financial goals. Whether you are planning for retirement, securing your family’s future, or optimizing your business finances, we are here to empower you with knowledge and strategies that lead to long-term success.
What began as a vision to provide comprehensive, strategic financial guidance has now grown into a firm that serves as a beacon of clarity in the financial world—helping our clients achieve security, stability, and success.