Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in San Diego, CA

Beacon Pointe is a San Diego based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in San Diego focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

We look forward to connecting with you virtually or at our San Diego office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
(858) 766-6524

Meet the San Diego Financial Advisor Team

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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™.  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.

Casey Donovan

Client Service Associate

As a 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.

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 designation. Mark is married with two sons, and lives with his family in San Diego, California.

Matt Ricketts, CFP®

Wealth Advisor

Matt is a Wealth Advisor at Beacon Pointe and is responsible for providing clients with a comprehensive financial planning experience, assisting individuals, families, businesses and private foundations with estate, retirement, tax, and risk management planning, and overall investment management. Matt has been in the financial services industry for over a decade, and has previously worked for Charles Schwab, American Century Investments and State Street Bank and Trust. He holds a bachelor’s degree in Finance from the University of Kansas and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of the office, Matt volunteers at Veteran’s Hospitals with the Musician’s On Call Organization, writes music and surfs near his home in San Diego, California.

 

 

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.

Meet the San Diego Financial Advisor Team

Filter By

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™.  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.

Casey Donovan

Client Service Associate

As a 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.

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 designation. Mark is married with two sons, and lives with his family in San Diego, California.

Matt Ricketts, CFP®

Wealth Advisor

Matt is a Wealth Advisor at Beacon Pointe and is responsible for providing clients with a comprehensive financial planning experience, assisting individuals, families, businesses and private foundations with estate, retirement, tax, and risk management planning, and overall investment management. Matt has been in the financial services industry for over a decade, and has previously worked for Charles Schwab, American Century Investments and State Street Bank and Trust. He holds a bachelor’s degree in Finance from the University of Kansas and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of the office, Matt volunteers at Veteran’s Hospitals with the Musician’s On Call Organization, writes music and surfs near his home in San Diego, California.

 

 

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.

Meet the San Diego Financial Advisor Team

Filter By

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™.  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.

Casey Donovan

Client Service Associate

As a 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.

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 designation. Mark is married with two sons, and lives with his family in San Diego, California.

Matt Ricketts, CFP®

Wealth Advisor

Matt is a Wealth Advisor at Beacon Pointe and is responsible for providing clients with a comprehensive financial planning experience, assisting individuals, families, businesses and private foundations with estate, retirement, tax, and risk management planning, and overall investment management. Matt has been in the financial services industry for over a decade, and has previously worked for Charles Schwab, American Century Investments and State Street Bank and Trust. He holds a bachelor’s degree in Finance from the University of Kansas and is a CERTIFIED FINANCIAL PLANNER™ professional. Outside of the office, Matt volunteers at Veteran’s Hospitals with the Musician’s On Call Organization, writes music and surfs near his home in San Diego, California.

 

 

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.

Connect with one of our trusted Financial Advisors in San Diego, CA.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

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