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.

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