"At Dunamis Capital Consulting, we believe in clear, honest guidance for your financial journey."
“Financial advice is about more than just numbers; it's about building lasting relationships rooted in trust, transparency, and a genuine commitment to our clients' success.”
DUNAMIS CAPITAL CONSULTING
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DUNAMIS CAPITAL CONSULTING -
28 Years of Financial Expertise
Dunamis Capital Consulting is an independent firm partnering with top-tier asset management companies led by Al Beam. Al is dedicated to fostering client relationships built on integrity and exceptional service.
With expertise in retirement planning, insurance, and investments, Al brings 28 years of experience working with hedge funds, high-net-worth clients, managed accounts, mutual funds distribution, investment banking, and consulting for municipal retirement plans.
Professional Financial Designations:
CRC® - Certified Retirement Counselor, Texas Tech University
CRPS® - Chartered Retirement Plan Specialist, College for Financial Planning
FINRA Securities member and Registered Investment Advisor Representative (IAR)
Dunamis Capital Consulting is a Florida State-Registered Investment Advisor, committed to acting in the best interests of clients and disclosing any potential conflicts of interest. View our ADV Part B brochure for more information.
Additional Licensing: Dunamis Insurance Solutions is a Florida State-registered agency for Life, Health, and Variable Annuities.
Professional Associations & Memberships:
Member of the National Association of Active Investment Managers
Palm Beach County Estate Planning Council (PBCEPC)
National Tax-Deferred Savings Association (NTSA)
National Ethics Association (NEA)
International Foundation for Retirement Education (InFRE)
