Kasem Abdullah

Investment Advisor Representative

I joined Beacon Financial Group in 2024 as an Investment Advisor Representative. With nearly a decade of experience, I have a passion for helping individuals navigate the complexities of wealth management. One-size-fits-all approaches may be appropriate for some investors, but I believe investment strategies should be crafted toward what is truly important to you.

Through our established process, I specialize in tackling intricate financial scenarios, including:
• Facilitating the sale of businesses or real estate
• Providing tax strategies for business owners and highly compensated professionals
• Handling matters of death or inheritance
• Navigating divorce-related finances
• Conducting in-depth analysis of multiple cash flows

Outside of working with clients, I spend my time playing guitar and hanging out with my Boston Terrier, Bond. I grew up in Alabama and am an avid supporter of my Auburn Tigers. I also enjoy cheering on the local sports teams here in Dallas.

Ultimately, the right advisor for you and your family to partner with is the one you trust the most. When you work with the Beacon Financial family, you are also joining my family. Let's schedule an introductory meeting so you can experience firsthand how I take care of my clients.