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Financial Planning - Carlsbad, CA

Carlsbad, CA

Meet Our Advisory Team

5973 Avenida Encinas, Suite 210, Carlsbad, CA, 92008, USA

Our Carlsbad-based financial advisors offer personalized financial planning and investment management services to private clients, business owners & entrepreneurs, executives, and retirees. We help our clients make confident, informed decisions about their finances, whether they’re preparing for retirement, planning their estate, or growing generational wealth. Our team also has deep experience serving professionals in North County San Diego, working with corporate employees at AT&T, SDG&E, and other companies to set up their retirement for success.

(888) 756-7568

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What Our Clients Say

Hear directly from the individuals and families we serve about the trust, guidance, and personalized experience they’ve found working with our team.

I feel so very fortunate to have the foresight, care, and attention of the professionals at Beacon Point Advisors… All questions are answered… All concerns are addressed! Wonderful people to work with!

Over the years Paul and his team have helped us achieve our retirement dreams. We always look forward to our meetings with Paul because of his personable demeanor and his solid financial expertise. Over the years I’ve recommended several colleagues to Paul. They’ve all come away with the same feelings as we have about Paul and his team. We are grateful to Paul and Beacon Pointe!

This is an amazing advisory firm, I gave them all of my financials and Paul helped me save a large amount on my taxes after finding and correcting an error on my tax return. I have also seen them help many with retirement and all other financial advice. Highly recommend.

Important Disclosure: Testimonials were provided by current Beacon Pointe clients who are not being compensated. No material conflicts of interest exist, as the clients did not receive any material incentives or benefits for the testimonial. Testimonials are based on an individual’s experience with the firm and are not representative of any other person’s experience. These testimonials do not guarantee a level of success, nor do they guarantee that all clients will have the same experience.

Serving Carlsbad for Many Decades

Our services are customized to address the diverse needs of our clients

Our process and attention to detail ensure your wealth plan enables you to make informed, smart choices about your financial future.

Wealth Management

Our team uses their expertise to design a tailored financial solution for your family and assets.

Wealth Management

Investment Management

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

Investment Management

Estate Planning

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

Estate Planning

Retirement Planning

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

Retirement Planning

Meet Our Team

Wealth Management

You’ve Worked Hard to Get Here.
Now Let’s Protect What You’ve Built.

Whether you are building assets for the future or seeking to protect, enjoy, and pass on the wealth you’ve created, you deserve a Carlsbad financial advisor who puts your goals at the center of every decision.

Ensure Retirement Income

Build a reliable income stream so your retirement lasts as long as you do without compromise.

Maximize Wealth Transfer

Pass on your legacy to the people and causes you love with strategic planning and tax efficiency.

Reduce Tax Burden

Proactive tax strategies woven into every recommendation so you keep more of what you earn.

Create and Preserve Wealth

Pass on your legacy to the people and causes you love with strategic planning and tax efficiency.

Protect Against the Unexpected

Ensure you have the right coverage that protects your family, assets, and business from unforeseen risks.

Gain Peace of Mind

Take a deep breath knowing your financial needs and aspirations are planned for during every stage of your life.

Our advisors across Carlsbad offer a full spectrum of wealth management services designed to address the real challenges you face.
Schedule a Complimentary Financial Review Today

Choose the Solutions That Fit Your Life

Every client’s situation is different. That is why we offer two distinct paths — each backed by the same trusted Carlsbad wealth advisory team with deep expertise and a nationally recognized investment platform.

Wealth Management

Comprehensive Wealth Planning and Investment Management


For individuals and families seeking a trusted partner to build, manage, and protect their wealth with a personalized financial plan.
  • Personalized Financial Planning
  • Retirement Income Strategies
  • Investment Management on an Open Platform
  • Tax, Estate, and Insurance Planning
  • College Funding and Stock Option Strategies
Explore Wealth Management Solutions

Private Office

A Private Family Office Experience for Significant Wealth


For ultra-high-net-worth families and multi-generational wealth requiring a sophisticated, white-glove approach to preserving and growing their legacy.
  • Dedicated Family Office Team
  • Complex Estate and Wealth Transfer Planning
  • Access to Private Equity, Hedge Funds, and Alternative Investments
  • Family Governance and Next-Generation Education
  • Concierge Lifestyle Management Services
Explore Family Office Solutions
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Why Carlsbad Families Trust Us

One Firm. One Team. Built Around You.

We created the allWEALTH® process to serve you, because at Beacon Pointe, we believe wealth is far more than a portfolio — it’s your time, your talents, and the experiences you’ve built throughout life.

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Objectivity

We work solely for our clients. As a fiduciary, Beacon Pointe makes recommendations based on your needs — not what investment products can be sold to you.

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Knowledge

Our advisors hold some of the most respected designations in the industry — CFP®, CFA®,
CIMA®, CDFA®, CPA, and many more.

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Experience

Decades of experience working with Carlsbad executives, physicians, attorneys, business owners, professional athletes, trust beneficiaries, and many other clients.

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Nationally Recognized. Carlsbad Proud.

Our commitment to excellence is consistently recognized by leading financial industry outlets, earning numerous awards in wealth management.
View Our Awards & Accolades

Our Carlsbad Advisory Team

Connect With Our Team

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