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.


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.