San Diego
Address

11622 El Camino Real
Suite 100

San Diego, CA 92130

Contact

info@beaconpointe.com
(858) 764-2418

San Diego Team

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George Logan

Associate Wealth Advisor

George is an Associate Wealth Advisor in the Client Service department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting. Prior to joining Beacon Pointe in 2014, George worked as a Research Analyst at Global Capital Markets in Irvine, CA. He attended Chapman University where he graduated with a degree in Business Administration with an emphasis in Entrepreneurship. In his free time, George enjoys surfing, mountain biking, traveling and spending time with family and friends.

Jordan Freund

Senior Associate, Client Service

Jordan is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Jordan graduated from California State University Fullerton with a major in Economics. During her time at Cal State Fullerton, Jordan was a member of the Women in Business Leadership program which provides training and teaches creative problem-solving techniques for women students to prepare for advancement in leadership positions. Additionally, she is a member of Omicron Delta Epsilon – the international Economics Honor Society. Jordan is originally from Laguna Beach, CA and outside of the office enjoys film festivals, body surfing and cooking Italian food.

Mark Flint, CFA

Senior Wealth Advisor

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.

San Diego Team

Filter By

George Logan

Associate Wealth Advisor

George is an Associate Wealth Advisor in the Client Service department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting. Prior to joining Beacon Pointe in 2014, George worked as a Research Analyst at Global Capital Markets in Irvine, CA. He attended Chapman University where he graduated with a degree in Business Administration with an emphasis in Entrepreneurship. In his free time, George enjoys surfing, mountain biking, traveling and spending time with family and friends.

Jordan Freund

Senior Associate, Client Service

Jordan is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Jordan graduated from California State University Fullerton with a major in Economics. During her time at Cal State Fullerton, Jordan was a member of the Women in Business Leadership program which provides training and teaches creative problem-solving techniques for women students to prepare for advancement in leadership positions. Additionally, she is a member of Omicron Delta Epsilon – the international Economics Honor Society. Jordan is originally from Laguna Beach, CA and outside of the office enjoys film festivals, body surfing and cooking Italian food.

Mark Flint, CFA

Senior Wealth Advisor

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.

San Diego Team

Filter By

George Logan

Associate Wealth Advisor

George is an Associate Wealth Advisor in the Client Service department at Beacon Pointe Advisors. He is responsible for partnering with Beacon Pointe’s investment and financial planning teams to deliver the firm’s clients a personalized wealth management experience. His duties include asset allocation modeling, investment strategy implementation and portfolio performance reporting. Prior to joining Beacon Pointe in 2014, George worked as a Research Analyst at Global Capital Markets in Irvine, CA. He attended Chapman University where he graduated with a degree in Business Administration with an emphasis in Entrepreneurship. In his free time, George enjoys surfing, mountain biking, traveling and spending time with family and friends.

Jordan Freund

Senior Associate, Client Service

Jordan is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management and client service. Prior to joining Beacon Pointe, Jordan graduated from California State University Fullerton with a major in Economics. During her time at Cal State Fullerton, Jordan was a member of the Women in Business Leadership program which provides training and teaches creative problem-solving techniques for women students to prepare for advancement in leadership positions. Additionally, she is a member of Omicron Delta Epsilon – the international Economics Honor Society. Jordan is originally from Laguna Beach, CA and outside of the office enjoys film festivals, body surfing and cooking Italian food.

Mark Flint, CFA

Senior Wealth Advisor

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.