Financial Advisors in San Diego, CA
built around your life, your goals, and what matters most.
No obligation. No pressure. Just a conversation about your future.
Serving San Diego for Many Decades
Our services are customized to address the diverse needs of our clients
Our process and attention to detail help ensure your wealth plan enables you to make informed, smart choices about your financial future.
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 San Diego financial advisor who puts your goals at the center of every decision.
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 San Diego wealth advisory team with deep expertise and a nationally recognized investment platform.
Why San Diego 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.
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.
Knowledge
Our advisors hold some of the most respected designations in the industry — CFP®, CFA®,
CIMA®, CDFA®, CPA, and many more.
Experience
Decades of experience working with San Diego executives, physicians, attorneys, business owners, professional athletes, trust beneficiaries, and many other clients.
Nationally Recognized. San Diego Proud.
Our commitment to excellence is consistently recognized by leading financial industry outlets, earning numerous awards in wealth management.
View Our Awards & Accolades
Your San Diego Advisors
Mark Flint, CFA®
Partner, Managing Director
Rick Fine, CFP®, RMA®
Partner, Managing Director
Rick Miller, Ph.D., CFP®
Partner, Managing Director
Our San Diego Financial Advisor Offices
Find the Beacon Pointe office closest to you in San Diego, CA.
12750 High Bluff Drive, Suite 460, San Diego, CA, 92130, USA
This Beacon Pointe Advisors office in San Diego serves private clients, business owners and entrepreneurs, and retirees and pre-retirees.
600 B Street, Suite 300, San Diego, CA, USA, US
This Beacon Pointe Advisors office is located in the heart of Downtown San Diego and serves private clients, women investors, and business owners.
Connect with one of our trusted financial advisors in San Diego.
We are here to partner with you on your personal wealth journey. Please contact one of our San Diego teams if we can be of service.