Daniel Costigan, CFA, MBA
Associate Wealth Advisor
Daniel 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 his duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Daniel served as a financial advisor for retirement plan advisor, SageView Advisory Group. He also brings experience in mutual fund sales and private equity capital raising. Daniel graduated from Boston College with a bachelor’s degree in Psychology and earned an MBA from the UC Irvine Paul Merage School of Business. Daniel also has his Series 65 license and holds both the Certified Financial Planner™ (CFP®) the Chartered Financial Analyst designation. In his free time, Dan enjoys golf, surfing, music and traveling with his wife.