Our financial planning firm has 26 years of experience offering comprehensive financial planning services to individuals, families, and businesses. Whether your needs are investments, short to intermediate cash needs, life insurance, retirement planning, supplemental insurance, or health insurance, we have the solution and a network of industry professionals ready to assist you.
WHAT WE DO
Dunamis Capital is an independently owned and managed advisory firm, a Florida State Registered Investment Advisor*, and an independent insurance agency. We are proud to offer Floridians access to life, health, and supplemental benefit plans for individuals and companies.
We are passionate about what we do and are committed to finding the right financial solutions for your needs.
MISSION
Our mission is to help make our clients' dreams become a reality by providing premier financial guidance and resources.
VISION
Thrive to mazimize our clients' financial objectives while being mindful of our ethical responsibilities.
VALUES
At Dumanis capital Consult we strive to serve our clients with only the utmost integrity, honesty, transparency, and trust.
MEET AL BEAM
26 YEARS OF FINANCIAL EXPERTISE
Al Beam is a founding partner and principal of Dunamis Capital Consulting, an independent firm that partners with leading-edge asset management companies. He is committed to building strong relationships with integrity and excellent service.
Al’s expertise is in retirement planning, insurance, and investments. His 26 years of experience includes working with hedge funds and high network clientele; managed accounts & mutual funds distribution; investment banking; and consulting to municipal retirement plans.
Professional Financial Designations:
CRC® Certified Retirement Counselor – Texas Tech University and CRPS® Chartered Retirement Plan Specialist – College for Financial Planning. FINRA Securities member and a Registered Investment Advisor Representative (IAR). Dunamis Capital is a Florida state -Registered Investment Advisor legally responsible to act in the best interests of clients to avoid and disclose if present conflicts of interest. ADV Part B brochure.
Dunamis Capital also is a Florida state-registered agency for Life, Health and Variable Annuities.
Business Associations & Memberships:
The Chamber of Commerce of the Palm Beaches, Economic Forum of Palm Beach County, Palm Beach County Estate Planning Council PBCEPC, Palm Beach Chamber of Commerce, National Tax-Deferred Savings Association NTSA, National Ethics Association NEA, and The International Foundation for Retirement Education InFRE.
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