San Diego, CA

Meet Our Advisory Team

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

Our San Diego-based financial advisors offer personalized financial planning, investment management, and strategic tax planning services to individuals and families. 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 has deep experience serving a diverse range of clients, including business owners and entrepreneurs, and is proud to work closely with retirees and pre-retirees throughout the Downtown San Diego area. If you’re searching for a financial advisor in San Diego, CA, our team is ready to support you and your financial goals.

(888) 756-7568

View on Map

Connect with Our Team

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.

Alex and the team have been great financial partners! Everyone is very knowledgeable and willing to help us with all our investment needs.

Alex and his team demonstrated that I, as just one of their clients, just one of the tens if not hundreds of thousands of accounts at Beacon Pointe, was more than a mere account statement. I was a person who lost his 93-year old mother. And he acknowledged that loss very professionally and very profoundly. Alex and his team have earned my loyalty, and I am grateful to be a Beacon Pointe client because of them.

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.