Financial Advisors in San Diego, California
Based in the San Diego area, 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.
San Diego Financial Services
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Wealth Management
Our team uses their expertise to design a tailored financial solution for your family and assets.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Our San Diego Financial Advisor Offices
Find the Beacon Pointe office closest to you in San Diego, CA.
600 B Street, Suite 300, San Diego, CA 92101
This Beacon Pointe Advisors office is located in the heart of Downtown San Diego and serves private clients, women investors, and business owners.
Phone: (442) 222-7825
12750 High Bluff Drive, Suite 460, San Diego,
CA 92130
This Beacon Pointe Advisors office in San Diego serves private clients, business owners & entrepreneurs, and retirees and pre-retirees.
Phone: (858) 766-6524
San Diego 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.
Rick Fine, MBA, CFP®, RMA®
Partner, Managing Director
Rick is a Partner and Managing Director in the Beacon Pointe Waltham, MA office, dedicated to helping individuals and families achieve their financial goals through comprehensive financial planning and investment management. He brings deep knowledge in financial modeling, retirement planning, and insurance, and works closely with clients to organize their personal finances and design strategies tailored to their unique needs.
Prior to his career in financial planning, Rick spent 17 years in the financial software industry in engineering, product management, and business development. His growing interest in investing led him to pursue a career change, earning his MBA from Babson College and completing Boston University’s financial planning certificate program before becoming a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Rick joined Sensible Financial Planning, which was acquired by Beacon Pointe in 2025, as the firm’s first employee and was promoted to Principal in 2017. Rick holds a bachelor’s degree in computer science and leverages his analytical background to bring precision and attention to detail to the financial planning process. Outside of the office, Rick enjoys traveling for photography, exploring the outdoors, and spending time with his family.
Rick Miller, Ph.D., CFP®
Partner, Managing Director
Rick is a Partner and Managing Director in the Beacon Pointe Waltham, MA office, bringing a rigorous academic background and more than two decades of experience in financial services, guiding individuals and families through data-driven financial planning and investment strategies. With a Ph.D. in economics from the University of Chicago, Rick applies a disciplined and analytical approach to wealth management, helping clients align their financial decisions with long-term goals.
Prior to joining Beacon Pointe in 2025 through the acquisition of Sensible Financial Planning and Management, Rick was the founder and Chief Executive Officer of Sensible, a firm he established in 2002. Earlier in his career, he was a consultant specializing in financial services, working with regulators, industry experts, and senior executives, and later joined Scudder Investments, where he gained extensive knowledge of mutual fund operations and developed a financial planning business plan for one of the firm’s largest institutional clients. Rick is a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, a member of the Financial Planning Association (FPA), and has served on task forces for the Certified Financial Planner Board of Standards focused on financial planning trends and job analysis. An advocate of Life Cycle Planning and Investing, Rick frequently conducts professional seminars on these subjects.
Rick resides in the Boston area, where he enjoys teaching, sharing his knowledge with peers, and working closely with clients to help them achieve meaningful financial outcomes.
Connect with one of our trusted Financial Advisors in San Diego.
We are here to be a partner with you on your personal wealth journey. Please contact one of our San Diego teams if we can be of service.