Paul Duncan, CFS
Partner, Senior Wealth Advisor

Request an Appointment | Office Information

Paul Duncan is a Partner and 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.


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.