Meet Our Advisory Team
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 & entrepreneurs and are 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
Connect with Us
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.
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.
Alex and the team have been great financial partners! Everyone is very knowledgeable and willing to help us with all our investment needs.
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.
Wealth Advisors
Alex Nunes, CFP®
Senior Wealth Advisor
Alex is responsible for working with Beacon Pointe’s Private Client Services Group in San Diego. Alex assists individuals and families, businesses and private foundations with meeting their financial goals through comprehensive planning and investment management. Prior to joining Beacon Pointe, Alex worked as Wealth Advisor for seven years, and prior to that was a Public Safety Technology Analyst for six years. Alex earned is BA in Psychology from the University of California at Santa Barbara and received a Master’s in Homeland Security from San Diego State University. He is also a Certified Financial Planner® (CFP®). Alex continues to be an active community volunteer, serving as the 2018-2019 Point Loma Rotary President. Alex is married with two daughters and lives with his family in San Diego, California.
Audrey Day
Associate Wealth Advisor
Audrey is an Associate Wealth Advisor and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions for clients with a personalized wealth management experience. Among her duties are investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client services. Prior to joining Beacon Pointe, Audrey worked at a wealth management firm based in Minneapolis, Minnesota. She is pursuing the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and graduated from the University of St. Thomas (St. Paul, Minnesota) with a degree in Business Administration and a concentration in Leadership and Management. Outside the office, Audrey enjoys traveling to Palm Springs, California to visit family, trying new restaurants, and exploring her new community.
Austin Cassidy, CFP®
Wealth Advisor
Austin is a Wealth Advisor in the Beacon Pointe San Diego, CA office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Austin holds the CERTIFIED FINANCIAL PLANNER® (CFP®) designation and received a Bachelor of Science degree in Finance with a minor in Economics from Penn State University. Prior to joining Beacon Pointe, Austin worked for over five years at Vanguard in Philadelphia in both investment operations and Advice Methodology, where his team oversaw Portfolio Construction and Financial Planning methodology for Vanguard’s personal advice offer. Born and raised in Pittsburgh, PA, Austin is a huge fan of Pittsburgh sports and has attended Penn State Football games every year since birth. New to California, Austin is enjoying living in Encinitas, where he can play pickleball, hike, run, bike, and golf year-round. He hopes that these activities will help lower his golf handicap to the level it was while playing golf in high school.
Branden McMullen
Associate Regional Director
Branden serves as an Associate Regional Director at Beacon Pointe, where he drives business development initiatives across the firm’s referral networks. In this capacity, he is primarily responsible for establishing, cultivating, and maintaining strategic relationships with financial consultants and regional leadership within Beacon Pointe’s custodial referral partners. Branden earned his B.S. in Economics from San Diego State University and has a 10-year background in sales and Global Supply Chain Consulting. He was born and raised in San Diego, and outside of work, he enjoys sports and doing outdoor activities with his family and friends.
Casey Donovan
Associate Wealth Advisor
As an Associate Wealth Advisor at Beacon Pointe, Casey is responsible for partnering with the firm’s investment and financial planning teams to provide clients with personalized wealth management and customized financial solutions. His duties include investment strategy implementation, portfolio performance reporting, asset allocation modeling, and client service. Prior to joining Beacon Pointe, Casey spent time at the Bank of New York Mellon, Wealth Management. Casey graduated from the University of San Diego with a B.A. in Political Science and a minor in Asian Studies. He grew up in the San Francisco Bay Area, and enjoys working out, reading, and adventuring with friends in his free time.
Michael Bakos
Regional Director
As a Beacon Pointe Regional Director, Michael (Mike) coordinates and leads business development efforts across Beacon Pointe’s referral networks and is primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe’s custodial referral partners. With over twenty-two years of industry experience, Mike has worked in various wealth management and financial advisory roles at First American Trust, Alpha Cubed Investments, Fidelity and TD Ameritrade. Mike earned his Bachelor of Arts in Business Administration with a concentration in Finance from Governors State University near Chicago, IL. He currently resides in San Diego, CA and outside of work, Mike enjoys traveling, working out, watching sports, and spending time with family and friends.
Philip Hagopian, AWMA®
Senior Wealth Advisor
Philip (Phil) is a Senior Wealth Advisor and is responsible for working with Beacon Pointe’s Private Client Services Group in San Diego. Phil assists individuals and families, businesses, and private foundations with meeting their financial goals through comprehensive planning and investment management. Prior to joining Beacon Pointe, Phil was a Regional Director at Lido Advisors and has nearly two decades of experience in the financial services industry. Phil received his bachelor’s degree in finance from Northeastern University and is an Accredited Wealth Management Advisor™ (AWMA®) designation holder. In his free time, Phil enjoys surfing, traveling, and spending time outdoors with his family.
Robert Ingham, CFP®, MBA
Partner, Senior Wealth Advisor
Robert (Bob) Ingham is a Partner and Senior Wealth Advisor at Beacon Pointe Advisors. Bob combines personal attention with investment experience to help his clients on the path to achieving their financial goals. He began his career in the financial services industry in 1994 with one of the nation’s largest financial planning firms. In 1997, his commitment to provide independent, objective advice led him to form his own company, which merged with Beacon Pointe Advisors in 2023. Bob received his bachelor’s degree in Management from the University of Massachusetts, his MBA in Finance from San Diego State University, and is credentialed as a CERTIFIED FINANCIAL PLANNER® (CFP®) professional. Bob has extensive experience in estate planning, advanced tax planning, portfolio analysis, and investment management. Bob has also taught graduate level advanced investment theory as an adjunct faculty member at National University. Prior to working in the financial services industry, Bob was a Naval Flight Officer flying carrier based F-14 Tomcat fighter jets. He is retired from the United States Naval Reserves as a Commander.
Client Service & Operations
Carson Cirillo
Client Service Associate
Carson is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. His duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. Carson recently graduated with his master’s in business psychology from the University of Southern California, where he wanted to further assess the behavioral sciences within business strategy. Outside of work, Carson enjoys golfing, working out, and watching his favorite Seattle sports teams.
Financial Advisory Services Tailored to Your Needs
Our process and attention to detail ensure your wealth plan allows you to make smart choices about your financial future through informed decisions.
Financial Planning
Our holistic allWEALTH® approach addresses all aspects of your financial well-being.
Retirement Planning
We help clients achieve their best retirement by making smart, informed choices now.
Estate Planning
We’ll help ensure you have the necessary documents in place to protect your family and legacy.
Strategic Tax Planning
Our team is well-versed at integrating tax strategies across your portfolio and financial plan.
Investment Management
We offer customized investment solutions with diverse strategies on an open platform.
Healthcare Planning
Our team can guide you in confidently planning for your future healthcare needs.
Asset Protection
Our team uses their expertise to design a protection plan for your family and assets.
Family Office Services
Our role is to help ensure that your wealth will last you and your family for generations to come.