Daniel Costigan, CFA, MBA
Associate Wealth Advisor

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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.


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