Audrey Day, CFP®
Associate Wealth Advisor
San Diego, CA
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 herduties 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 holds 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.