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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.

Financial Planning - San Diego, CA (B Street)

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

SDCA

12750 High Bluff Drive, Suite 460, San Diego,
CA 92130

This Beacon Pointe Advisors office in San Diego serves private clientsbusiness owners & entrepreneurs, and retirees and pre-retirees.

Phone: (858) 766-6524

San Diego Managing Directors

Eileen O'Connor

Eileen O’Connor, MBA, CFP®

Partner, Managing Director

Eileen is a Partner and Managing Director in the Beacon Pointe Falls Church, VA office. Eileen works closely with clients to provide holistic, comprehensive financial planning and wealth management solutions, and she is passionate about changing the outcome of her clients’ lives by helping them make smart decisions about money. She founded Hemington Wealth Management, which joined Beacon Pointe in 2025, and brings over 35 years of experience in financial services. She specializes in advising highly successful executives, while her other role as wife and mother of 5 means she understands the importance of holistic planning for the family. Eileen is a speaker and writer on various wealth management issues, particularly those affecting women of wealth. She has co-authored several studies on women and money and is committed to raising the bar for women investors.

Eileen earned an MBA from Harvard University, a B.S. in Finance and Management Information Systems from the University of Virginia, and a Certificate in Financial Planning from Georgetown University. She is also a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Recognized as a leader in the industry, she was named an Investment News “Woman to Watch” in 2016 and, in 2023, entered the Washingtonian Magazine Advisor Hall of Fame, honoring the region’s top advisors and financial professionals consistently ranked among the best by their peers.

Outside of the office, Eileen is active in the Harvard Business School Women’s Circle and the Beacon Pointe Women’s Advisory Institute. She resides in Great Falls, Virginia, with her husband and five children. In her spare time, Eileen enjoys traveling, reading, and cheering on her favorite college lacrosse and football teams.

Jen Dawson

Jen Dawson, CFP®

Partner, Managing Director

Jen Dawson is a Partner and Managing Director in the Beacon Pointe Chicago, IL office. She helps clients get crystal clear about what’s most important in life and then helps them feel confident and connected to the financial plan that supports their vision. Jen asks questions and creates space for critical conversations that are often neglected by busy professionals. She advises clients well beyond portfolio management, with a focus on financial freedom scenarios, college funding tactics, tax reduction strategies, and proactive planning for worst-case scenarios, such as death or disability. For almost twenty years, Jen has been helping clients have a great relationship with their money, offering a unique blend of financial expertise and a sensitivity to the emotion and complex undercurrents linked with money conversations.

Jen was responsible for Hemington Wealth Management’s expansion in Chicago, prior to joining Beacon Pointe in 2025. A valuable resource for Chicago’s legal community, she co-authored Hemington’s white paper, What Do Breadwinner Women Lawyers Want? She is on a personal mission to bring more financial peace of mind and joy to lawyers, a group of professionals who are under huge amounts of stress, professionally and personally. A dedicated advocate for women, Jen is active in Beacon Pointe’s Women’s Advisory Institute, regularly hosts events focused on financial education and empowerment, and has served as Board President for Girls on the Run Chicago. She is also a co-founder of the Women’s Initiative Mentorship Program for The National Association of Personal Financial Advisors (NAPFA). She graduated summa cum laude with a degree in Mathematics from University of South Carolina’s Honors College, where she was an Academic All-American and captain of USC’s NCAA National Championship Track & Field team. She earned her CERTIFIED FINANCIAL PLANNER® (CFP®) designation through Northwestern University and is a member of the Chicago Estate Planning Council, a 10-time winner of the 5-Star Wealth Manager award and a Forbes Best-in-State Top Women Wealth Advisors (2025).

Jen lives in Bucktown, Chicago, with her husband and sons. On any given weekend, you can find her running on the 606, squeezing in a yoga class, or planning their family’s next travel adventures.

Mark Flint

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.

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.

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