Charlie Duncan, CFP®, AIF®, ChFC®
Partner, Managing Director

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Charlie Duncan is a Partner and the Managing Director of the Carlsbad, CA office of Beacon Pointe Advisors.  After graduating from the University of San Diego with a Bachelor’s Degree in Business Administration, he worked for the Principal Financial Group for 13 years assisting families and small businesses with their financial planning needs.  In 1999 he decided to become independent and formed Duncan Investment Advisors (dba Duncan Financial) which he ran for 23 years before merging with Beacon Pointe.  During the 35 years he has spent in the financial services industry Charlie and his firm have helped over 1,000 families and individuals meet their financial goals by achieving financial independence and smoothly transitioning into retirement.  He is a specialist in the areas of investment management and retirement planning, and Charlie holds the Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary and Chartered Financial Consultant designations.  As the Dad of a son who has autism Charlie serves on the Board of Directors of Beacons, Inc (no relation), a nonprofit that provides vocational, recreational, and social services to young adults with developmental and intellectual disabilities.  He is actively involved with several other charities, including HALO (Helping Autism Through Learning Outreach) as well as the University of San Diego Athletic Department.  His eldest daughter lives and works in New York City while his youngest daughter just graduated from college and lives and works in Los Angeles. Charlie and his very patient wife of 30 years live with their son in Encinitas.  He tries to read a book every two weeks and when he isn’t working on completing his private pilot certification Charlie can be found golfing, traveling or spending time with his family.


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