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Purpose Wealth Partners | About Us
So you can focus on what matters most.
At Purpose Wealth Partners, we help clients achieve their financial goals by staying true to traditional values, common sense, and principled stewardship. With over 40 years in the financial industry, we’ve walked alongside families through every phase of life. Many of our client relationships span generations—and we’re here for the long term, because your future is worth it.
We understand that managing wealth can be complex. That’s why our team of experienced professionals is here to help you simplify the financial demands of life and business. Our goal is to give you the freedom to focus on your family, your passions, and the legacy you’re building.
Founder & Independent Fiduciary Advisor | Purpose Wealth Partners
With more than 25 years of experience in the financial services industry, Ken Beber is a seasoned Independent Fiduciary Advisor and the founder of Purpose Wealth Partners, a boutique advisory firm focused on helping individuals, families, and business owners align their financial strategies with their core values and long-term goals.
Ken holds the Accredited Investment Fiduciary (AIF®) and Certified Fund Specialist (CFS®) designations and specializes in comprehensive retirement planning, tax-efficient investment strategies, and multigenerational wealth transfer. His client-first approach emphasizes objective, transparent advice tailored to each client’s unique financial journey.
He founded Purpose Wealth Partners with a mission to deliver personalized, values-based wealth management rooted in purpose, clarity, and long-term trust. As a fiduciary, Ken is committed to acting in the best interests of his clients at all times, offering insight and guidance that fosters financial confidence and meaningful progress.
Beyond his professional practice, Ken is deeply involved in the community. He currently serves as a School Board Trustee for Little Elm ISD, where he is passionate about supporting public education and empowering local families. An avid golfer, Ken also enjoys connecting with clients and community members on the course, combining his love for the game with relationship-building and giving back.
Ken splits his time between Texas and California, where he remains committed to making a lasting impact—both professionally and personally.
Founder & Independent Fiduciary Advisor | Purpose Wealth Partners
With over 15 years of experience in the financial services industry, Franklin is a seasoned Independent Fiduciary Advisor and Co-Founder of Purpose Wealth Partners—a boutique advisory firm dedicated to helping individuals, families, and business owners align their financial lives with their values and long-term goals.
Franklin earned his degree in Mathematics from California State University, Los Angeles. His areas of expertise include Retirement Planning, Business Planning and Multigenerational wealth transfer and Tax-efficient Investment Management. Recognized for his transparent and client-focused methodology, Franklin provides impartial guidance customized to suit the specific financial circumstances of each client.
Franklin co-founded Purpose Wealth Partners with the goal of delivering personalized, purpose-driven wealth management anchored in integrity, transparency, and lasting trust. In his role as a fiduciary, he is dedicated to upholding his clients’ best interests, enabling them to make well-informed and confident financial decisions.
Beyond his professional work, Franklin is passionate about his family, sports, and helping others in the community. He actively strives to create meaningful relationships, whether connecting with clients over shared interests or guiding them through life’s transitions.
Franklin brings purpose and perspective to every conversation, reflecting his commitment to both personal and community impact. Franklin divides his time between the Greater Los Angeles Area and California’s Central Coast, maintaining a strong commitment to creating a meaningful impact in both his professional and personal endeavors.
Client Services Coordinator | Purpose Wealth Partners
Patrick Luevano serves as Client Services Coordinator at Purpose Wealth Partners, where he supports daily operations and helps deliver a seamless client experience. With strong attention to detail and a service-focused approach, Patrick assists with client onboarding, account servicing and ongoing support, ensuring clients receive responsive and reliable care.
Originally from Claremont, California, Patrick also coaches varsity soccer at his alma mater, where he mentors student-athletes and reinforces the values of discipline, leadership and long-term growth. He studied Accounting and Business Administration at Citrus College and brings a mindset centered on trust, organization and helping others succeed over time.
Connect with Purpose Wealth Partners to create a financial plan that evolves with your life.
Whether you’re planning for retirement, navigating a life change, or looking for a more intentional investment strategy, we’re here to guide you—every step of the way.
Ready to take the next step? Fill out the form below and a dedicated advisor will reach out to start the conversation.
