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.