Financial Planners
in San Diego, California

Based in San Diego, our team at Beacon Pointe Advisors provides comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

3131 Camino Del Rio North, Suite 370, San Diego, CA 92108

(619) 906-4499

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Connect with One of Our Trusted Financial Planners in San Diego, CA

We are committed to guiding individuals, families, and professionals through the intricacies of their financial journey.

3131 Camino Del Rio North, Suite 370, San Diego, CA 92108

(619) 906-4499

Get Directions

Financial Advisory Services Tailored to Your Needs

Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.

Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.

Financial Planning

Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.

Retirement Planning

Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.

Estate Planning

Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.

Strategic Tax Planning

Investment Management
We offer customized investment solutions with diverse strategies on an open platform.

Investment Management

Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.

Healthcare Planning

Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.

Asset Protection

Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.

Family Office Services

Meet Our San Diego Financial Planners & Advisors

Managing Directors

Mark Flint, CFA®

Partner, Managing Director

Mark is responsible for working with Beacon Pointe’s Private Client Services Group. Mark assists individuals, businesses, and private foundations meet their financial goals through comprehensive planning and investment management. Prior to joining Beacon Pointe, Mark worked as a portfolio manager at Brandes Investment Partners and was an adjunct professor of finance at the University of San Diego. Mark graduated from the University of San Diego with a BA in international relations. He also received his MBA from the University of San Diego and holds the Chartered Financial Analyst® (CFA®) designation. Mark is married with two sons, and lives with his family in San Diego, California.

Wealth Advisors

Alex Nunes, CFP®

Senior Wealth Advisor

Alex is responsible for working with Beacon Pointe’s Private Client Services Group in San Diego. Alex assists individuals and families, businesses and private foundations with meeting their financial goals through comprehensive planning and investment management. Prior to joining Beacon Pointe, Alex worked as Wealth Advisor for seven years, and prior to that was a Public Safety Technology Analyst for six years. Alex earned is BA in Psychology from the University of California at Santa Barbara and received a Master’s in Homeland Security from San Diego State University. He is also a Certified Financial Planner® (CFP®).  Alex continues to be an active community volunteer, serving as the 2018-2019 Point Loma Rotary President. Alex is married with two daughters and lives with his family in San Diego, California.

Audrey Day

Audrey Day

Associate Wealth Advisor

Audrey 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, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Audrey worked at a wealth management firm based in Minneapolis, Minnesota. She is pursuing the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and graduated from the University of St. Thomas (St. Paul, Minnesota) with a degree in Business Administration and a concentration in Leadership and Management. Outside the office, Audrey enjoys traveling to Palm Springs, California to visit family, trying new restaurants, and exploring her new community.

Austin Cassidy, CFP®

Financial Planner

Austin Cassidy is a Financial Planner at Beacon Pointe Advisors and is responsible for guiding clients through the financial planning process by identifying and pursuing planning strategies that best position clients for success in meeting their financial goals. Austin holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and received a Bachelor of Science degree in Finance with a minor in Economics from Penn State University. Prior to joining Beacon Pointe, Austin worked for over five years at Vanguard in Philadelphia in both investment operations and Advice Methodology, where his team oversaw Portfolio Construction and Financial Planning methodology for Vanguard’s personal advice offer. Born and raised in Pittsburgh, PA, Austin is a huge fan of Pittsburgh sports and has attended Penn State Football games every year since birth. New to California, Austin is enjoying living in Encinitas, where he can play pickleball, hike, run, bike, and golf year-round. He hopes that these activities will help lower his golf handicap to the level it was while playing golf in high school.

Brittany Mangrum

Brittany Mangrum, CFP®

Senior Financial Planner

Brittany Mangrum is a Senior Financial Planner at Beacon Pointe and is responsible for working with the firm’s clients to determine the best strategies to meet their financial goals. Prior to joining Beacon Pointe, Brittany spent five years working for various RIAs, financial planning for individuals in the entertainment industry, and top executives. She also spent two years preparing income tax returns for high-net-worth individuals, partnerships, S-Corps, and non-profits. Brittany graduated from California State University Northridge with a concentration in Financial Planning and is a CERTIFIED FINANCIAL PLANNER® (CFP®). She also earned her Master of Science in Taxation (MST) degree from California State University Northridge focusing on the taxation of partnerships, corporations, estate taxation and planning, income taxation of estates and trusts, tax aspects of charitable giving, and the taxation of real estate. Outside of the office, Brittany enjoys snowboarding, hiking, and chasing around her fearless toddler son.

Michael Bakos

Regional Director

As a Beacon Pointe Regional Director, Michael (Mike) coordinates and leads business development efforts across Beacon Pointe’s referral networks and is primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe’s custodial referral partners. With over twenty-two years of industry experience, Mike has worked in various wealth management and financial advisory roles at First American Trust, Alpha Cubed Investments, Fidelity and TD Ameritrade. Mike earned his Bachelor of Arts in Business Administration with a concentration in Finance from Governors State University near Chicago, IL. He currently resides in San Diego, CA and outside of work, Mike enjoys traveling, working out, watching sports, and spending time with family and friends.

Philip Hagopian, AWMA®

Wealth Advisor

Philip (Phil) is responsible for working with Beacon Pointe’s Private Client Services Group in San Diego. Phil assists individuals and families, businesses, and private foundations with meeting their financial goals through comprehensive planning and investment management. Prior to joining Beacon Pointe, Phil was a Regional Director at Lido Advisors and has nearly two decades of experience in the financial services industry. Phil received his bachelor’s degree in finance from Northeastern University and is an Accredited Wealth Management Advisor™ (AWMA®) designation holder. In his free time, Phil enjoys surfing, traveling, and spending time outdoors with his family.

Robert Ingham CFP®, MBA

Partner, Senior Wealth Advisor

Robert (Bob) Ingham is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors. Bob combines personal attention with investment experience to help his clients on the path to achieving their financial goals. He began his career in the financial services industry in 1994 with one of the nation’s largest financial planning firms. In 1997, his commitment to provide independent, objective advice led him to form his own company, which merged with Beacon Pointe Advisors in 2023. Bob received his bachelor’s degree in Management from the University of Massachusetts, his MBA in Finance from San Diego State University, and is credentialed as a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Bob has extensive experience in estate planning, advanced tax planning, portfolio analysis, and investment management. Bob has also taught graduate level advanced investment theory as an adjunct faculty member at National University. Prior to working in the financial services industry, Bob was a Naval Flight Officer flying carrier based F-14 Tomcat fighter jets. He is retired from the United States Naval Reserves as a Commander.

Client Service & Operations

Casey Donovan

Senior Client Service Associate

As a Senior Client Service Associate at Beacon Pointe, Casey is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing paperwork, money movement, and communication with clients. Prior to joining Beacon Pointe, Casey spent time at the Bank of New York Mellon, Wealth Management. Casey graduated from the University of San Diego, with a B.A. in Political Science, and a minor in Asian Studies. He grew up in the San Francisco Bay Area, and enjoys working out, reading, and adventuring with friends in his free time.

Connor Cirillo

Client Service Associate

As a Client Service Associate at Beacon Pointe, Connor is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing paperwork, money movement, and communication with clients. Connor graduated from the University of Southern California (USC) with a business degree and a minor in analytics. He also played a few years of baseball while attending USC. Connor grew up in Seattle, WA, and enjoys golfing, camping, working out, and spending time with friends and family.

Connect with one of our trusted Financial Advisors in the San Diego area.

We are here to be a partner with you on your personal wealth journey.  Please contact our San Diego, CA team if we can be of service.

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