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

11622 El Camino Real
Suite 100

San Diego, CA 92130

Contact

info@beaconpointe.com
(858) 764-2418

San Diego Team

Beacon Pointe is a San Diego based wealth manager and is one of the largest independent Registered Investment Advisory 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 wealth approach covers 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, life transition support for divorcees and widows, financial planning for business owners and multi-generational family wealth and legacy planning, and socially responsible investing.

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

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Alex Nunes, CFP®

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.

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

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Alex Nunes, CFP®

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.

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

Alex Nunes, CFP®

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.

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.

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