Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in San Diego, CA

Beacon Pointe is a Carlsbad based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Carlsbad focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

We look forward to connecting with you virtually or at our Carlsbad office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
(760) 476-1560

Meet the Carlsbad Financial Advisor Team

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Charlie Duncan, CFP®, AIF®, ChFC®

Partner, Managing Director

Charlie Duncan is a Partner and Managing Director of the Beacon Pointe Carlsbad office. With over thirty years of experience, Charlie assists families and individuals with their financial and investment needs by creating custom portfolios designed to meet their desired retirement objectives and goals. Prior to joining Beacon Pointe, Charlie was the President, Chief Investment Officer and Founding Principal of Duncan Financial Advisors (which merged with Beacon Pointe in 2022). Charlie received his Bachelor’s in Business Administration from the University of San Diego (USD) and holds the Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary® (AIF®) and Chartered Financial Consultant (ChFC®) designations. As the father of a son who has autism, Charlie is actively involved with a number of charities, including the HALO Foundation (Helping Autism Through Learning Outreach), which helps developmentally challenged and nonverbal individuals learn to communicate, and TERI (Training, Education, Research, and Innovation), which provides services that help to improve the quality of life for people with intellectual disabilities. He also serves on the USD Sports Banquet Committee, helping raise tens of thousands of dollars each year to benefit scholarship programs for underprivileged scholar athletes. He and his very patient wife live in Encinitas with their three children and three dogs. In the little spare time he has between his kids’ school and sporting activities, Charlie enjoys playing golf, reading, mountain biking, and camping.

Inez Conger

Associate Wealth Advisor

Inez is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting and rebalancing, and asset allocation modeling. Prior to joining Beacon Pointe, Inez was a client service representative and financial advisor at Duncan Financial Advisors (which merged with Beacon Pointe in 2022). Inez has a bachelor’s degree from the University of California, Santa Barbara where she played for the women’s soccer team. A San Diego native, Inez currently resides with her husband and son in University Town Center. Outside of the office, she enjoys hiking, golfing, and going to the beach.

Jeffrey Mantoani

Director of Operations

Jeffrey (Jeff) serves as the for the Beacon Pointe Carlsbad office and is responsible for managing the operational and financial functions of the office. With two decades of experience in the financial services industry, Jeff has held various roles as a director and vice president of customer service for a major broker/dealer before transitioning to the role of Director of Operations and Compliance at Duncan Financial Advisors (which merged with Beacon Pointe in 2022). Jeff is originally from the Bay Area, and an avid fan of Bay Area sports. He currently resides in Point Loma with his wife and son. Outside of work, Jeff enjoys the outdoors, cooking, golfing, and spending time with his family.

 

 

Jennifer Mintle

Office Management Associate

Jennifer is an Office Management Associate and is responsible for a variety of tasks that ensure the smooth operation of the Carlsbad office. Her responsibilities include client service, database organization, and general office management duties. With over 18 years of experience in customer and client-facing roles in the luxury hotel and administrative industry, Jennifer has a passion for assisting clients, with all their needs. Outside of the office, Jennifer enjoys golfing, reading and spending time with friends and family.

Paul Duncan, CFS

Senior Wealth Advisor

Paul Duncan is a Senior Wealth Advisor within the Beacon Pointe Carlsbad office With three decades of experience in the financial services industry, Paul leverages his immense knowledge and innovative approach to help people to prepare for retirement to achieve their long-term investment objectives. Paul began his career as Branch President for a regional banking firm before joining forces with his brother, Charlie Duncan, at Duncan Financial Advisors (which merged with Beacon Pointe in 2022). Paul earned his bachelor’s degree in Economics from UC San Diego and holds the Certified Fund Specialist (CFS) designation. In addition to his role as an advisor, Paul spearheads many charitable endeavors including working with the United Way, and he actively gives both his time and money to the Ronald McDonald House, which helps provide families who need a “home away from home” while their children receive treatment at Children’s Hospital. Paul lives in San Diego with his wife, Jenna and their two sons. In his spare time he loves to surf, scuba dive, and he tries to play golf. He is also an avid Chargers fan.

 

Meet the Carlsbad Financial Advisor Team

Filter By

Charlie Duncan, CFP®, AIF®, ChFC®

Partner, Managing Director

Charlie Duncan is a Partner and Managing Director of the Beacon Pointe Carlsbad office. With over thirty years of experience, Charlie assists families and individuals with their financial and investment needs by creating custom portfolios designed to meet their desired retirement objectives and goals. Prior to joining Beacon Pointe, Charlie was the President, Chief Investment Officer and Founding Principal of Duncan Financial Advisors (which merged with Beacon Pointe in 2022). Charlie received his Bachelor’s in Business Administration from the University of San Diego (USD) and holds the Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary® (AIF®) and Chartered Financial Consultant (ChFC®) designations. As the father of a son who has autism, Charlie is actively involved with a number of charities, including the HALO Foundation (Helping Autism Through Learning Outreach), which helps developmentally challenged and nonverbal individuals learn to communicate, and TERI (Training, Education, Research, and Innovation), which provides services that help to improve the quality of life for people with intellectual disabilities. He also serves on the USD Sports Banquet Committee, helping raise tens of thousands of dollars each year to benefit scholarship programs for underprivileged scholar athletes. He and his very patient wife live in Encinitas with their three children and three dogs. In the little spare time he has between his kids’ school and sporting activities, Charlie enjoys playing golf, reading, mountain biking, and camping.

Inez Conger

Associate Wealth Advisor

Inez is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting and rebalancing, and asset allocation modeling. Prior to joining Beacon Pointe, Inez was a client service representative and financial advisor at Duncan Financial Advisors (which merged with Beacon Pointe in 2022). Inez has a bachelor’s degree from the University of California, Santa Barbara where she played for the women’s soccer team. A San Diego native, Inez currently resides with her husband and son in University Town Center. Outside of the office, she enjoys hiking, golfing, and going to the beach.

Jeffrey Mantoani

Director of Operations

Jeffrey (Jeff) serves as the for the Beacon Pointe Carlsbad office and is responsible for managing the operational and financial functions of the office. With two decades of experience in the financial services industry, Jeff has held various roles as a director and vice president of customer service for a major broker/dealer before transitioning to the role of Director of Operations and Compliance at Duncan Financial Advisors (which merged with Beacon Pointe in 2022). Jeff is originally from the Bay Area, and an avid fan of Bay Area sports. He currently resides in Point Loma with his wife and son. Outside of work, Jeff enjoys the outdoors, cooking, golfing, and spending time with his family.

 

 

Jennifer Mintle

Office Management Associate

Jennifer is an Office Management Associate and is responsible for a variety of tasks that ensure the smooth operation of the Carlsbad office. Her responsibilities include client service, database organization, and general office management duties. With over 18 years of experience in customer and client-facing roles in the luxury hotel and administrative industry, Jennifer has a passion for assisting clients, with all their needs. Outside of the office, Jennifer enjoys golfing, reading and spending time with friends and family.

Paul Duncan, CFS

Senior Wealth Advisor

Paul Duncan is a Senior Wealth Advisor within the Beacon Pointe Carlsbad office With three decades of experience in the financial services industry, Paul leverages his immense knowledge and innovative approach to help people to prepare for retirement to achieve their long-term investment objectives. Paul began his career as Branch President for a regional banking firm before joining forces with his brother, Charlie Duncan, at Duncan Financial Advisors (which merged with Beacon Pointe in 2022). Paul earned his bachelor’s degree in Economics from UC San Diego and holds the Certified Fund Specialist (CFS) designation. In addition to his role as an advisor, Paul spearheads many charitable endeavors including working with the United Way, and he actively gives both his time and money to the Ronald McDonald House, which helps provide families who need a “home away from home” while their children receive treatment at Children’s Hospital. Paul lives in San Diego with his wife, Jenna and their two sons. In his spare time he loves to surf, scuba dive, and he tries to play golf. He is also an avid Chargers fan.

 

Meet the Carlsbad Financial Advisor Team

Filter By

Charlie Duncan, CFP®, AIF®, ChFC®

Partner, Managing Director

Charlie Duncan is a Partner and Managing Director of the Beacon Pointe Carlsbad office. With over thirty years of experience, Charlie assists families and individuals with their financial and investment needs by creating custom portfolios designed to meet their desired retirement objectives and goals. Prior to joining Beacon Pointe, Charlie was the President, Chief Investment Officer and Founding Principal of Duncan Financial Advisors (which merged with Beacon Pointe in 2022). Charlie received his Bachelor’s in Business Administration from the University of San Diego (USD) and holds the Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary® (AIF®) and Chartered Financial Consultant (ChFC®) designations. As the father of a son who has autism, Charlie is actively involved with a number of charities, including the HALO Foundation (Helping Autism Through Learning Outreach), which helps developmentally challenged and nonverbal individuals learn to communicate, and TERI (Training, Education, Research, and Innovation), which provides services that help to improve the quality of life for people with intellectual disabilities. He also serves on the USD Sports Banquet Committee, helping raise tens of thousands of dollars each year to benefit scholarship programs for underprivileged scholar athletes. He and his very patient wife live in Encinitas with their three children and three dogs. In the little spare time he has between his kids’ school and sporting activities, Charlie enjoys playing golf, reading, mountain biking, and camping.

Inez Conger

Associate Wealth Advisor

Inez is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting and rebalancing, and asset allocation modeling. Prior to joining Beacon Pointe, Inez was a client service representative and financial advisor at Duncan Financial Advisors (which merged with Beacon Pointe in 2022). Inez has a bachelor’s degree from the University of California, Santa Barbara where she played for the women’s soccer team. A San Diego native, Inez currently resides with her husband and son in University Town Center. Outside of the office, she enjoys hiking, golfing, and going to the beach.

Jeffrey Mantoani

Director of Operations

Jeffrey (Jeff) serves as the for the Beacon Pointe Carlsbad office and is responsible for managing the operational and financial functions of the office. With two decades of experience in the financial services industry, Jeff has held various roles as a director and vice president of customer service for a major broker/dealer before transitioning to the role of Director of Operations and Compliance at Duncan Financial Advisors (which merged with Beacon Pointe in 2022). Jeff is originally from the Bay Area, and an avid fan of Bay Area sports. He currently resides in Point Loma with his wife and son. Outside of work, Jeff enjoys the outdoors, cooking, golfing, and spending time with his family.

 

 

Jennifer Mintle

Office Management Associate

Jennifer is an Office Management Associate and is responsible for a variety of tasks that ensure the smooth operation of the Carlsbad office. Her responsibilities include client service, database organization, and general office management duties. With over 18 years of experience in customer and client-facing roles in the luxury hotel and administrative industry, Jennifer has a passion for assisting clients, with all their needs. Outside of the office, Jennifer enjoys golfing, reading and spending time with friends and family.

Paul Duncan, CFS

Senior Wealth Advisor

Paul Duncan is a Senior Wealth Advisor within the Beacon Pointe Carlsbad office With three decades of experience in the financial services industry, Paul leverages his immense knowledge and innovative approach to help people to prepare for retirement to achieve their long-term investment objectives. Paul began his career as Branch President for a regional banking firm before joining forces with his brother, Charlie Duncan, at Duncan Financial Advisors (which merged with Beacon Pointe in 2022). Paul earned his bachelor’s degree in Economics from UC San Diego and holds the Certified Fund Specialist (CFS) designation. In addition to his role as an advisor, Paul spearheads many charitable endeavors including working with the United Way, and he actively gives both his time and money to the Ronald McDonald House, which helps provide families who need a “home away from home” while their children receive treatment at Children’s Hospital. Paul lives in San Diego with his wife, Jenna and their two sons. In his spare time he loves to surf, scuba dive, and he tries to play golf. He is also an avid Chargers fan.

 

Connect with one of our trusted Financial Advisors in Carlsbad, CA.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

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