Duncan Financial of Carlsbad, California & Goldstein Financial Group of Indianapolis, Indiana selected partner in Beacon Pointe Advisors
NEWPORT BEACH, Calif., May 2, 2022 /PRNewswire/ — Beacon Pointe Advisors (“Beacon Pointe”) announces its latest two partnerships with Duncan Financial based in Carlsbad, Californiaand Goldstein Group located at Indianapolis, Indianafurther strengthening Beacon Pointe’s presence in Southern California and regions of the Midwest.
The Duncan Financial team has over $300 million in assets under management and is led by Charles Duncan, CFP®, AIF®, ChFC® who will become a partner and general manager of Beacon Pointe. The Carlsbad office serves as a midpoint between the Beacon Pointe platform headquarters at Newport Beach, Californiaand its existing San Diego office, supplying customers across the Southern California region a plethora of support and service offerings.
“The main thing that stood out to us was that in every meeting with Beacon Pointe, they always started every conversation with how aligning with Beacon Pointe would benefit our customers,” shares Charles Duncan, Chairman of Duncan Financial. “We immediately felt there was a culture to fit, but that’s what, coupled with the focus on customer benefits and satisfaction, really sealed the deal for us. We look forward with looking forward to the additional support from the back office, which will allow us to refocus our attention to our customers and their needs.”
Charles (Charlie) Duncan, CFP®, AIF®, ChFC® has over 35 years of experience in the financial services industry. He received his bachelor’s degree in business administration from the University of San Diego (USD) and holds the Certified Financial Planner™ (CFP®), Accredited Investment Fiduciary® (AIF®) and Chartered Financial Consultant (ChFC®) designations. As the father of an autistic son, Charlie serves on the board of directors of Beacons, Inc., a non-profit organization that provides vocational, recreational and social services to young adults with intellectual and developmental disabilities. He is actively involved in a number of other charities including the HALO Foundation (Helping Autism Through Learning Outreach). Charlie also serves on the USD Sports Banquet Committee, helping to raise tens of thousands of dollars each year for scholarship programs for underprivileged college athletes.
Joining Charlie in the transition to Beacon Pointe are four additional team members, including his brother Paul Duncan who joins as a partner and senior wealth advisor, and Jeffrey Mantoani, Ines Conger and Jennifer Mint. Paul, Jeffrey and Inez have been part of Charlie’s team for over a decade.
Pivoting to the Midwest, Goldstein Group Financial Advisors, LLC, with over $250 million of assets under management, marks Beacon Pointe’s second partnership in the Midwest in the past three months. This follows the acquisition of Next Generation Wealth Management in Milwaukee, Wis. end of 2021.
Helene Goldstein, Sole Founder and Chairman of The Goldstein Group, will join Beacon Pointe as Managing Director and Partner. Helen shared, “What stood out to me with Beacon Pointe is the depth of their services and platform support that will allow us to expand what we can offer our clients. At Goldstein Group, we look forward to what this partnership will mean for our customers and our team.”
Helene Goldstein, CFP® has over 35 years of experience in the financial services industry, beginning his career in commercial lending and moving into funds management before founding his own company. She graduated from Indiana University with a BS in Economics and Finance and holds the Certified Financial Planner™ (CFP®) designation. As a member of the prestigious Stanley K. Lacy Leadership Program early in her career, Helen was introduced to numerous community organizations and charities with which she held numerous positions as a committee member, board member of directors and president. As a volunteer consultant, Helen has helped establish and grow many community endowment funds and review and revamp the financial models of these organizations. In doing this work, she fulfills a personal goal of helping to improve people’s lives through the creation of sustainable financial models for these important community organizations. Professionally, Helen is a founding member of the Indiana Women’s Presidents Organization and has been involved with the National Association of Women’s Business Owners (NAWBO) and the Financial Planning Association. She served on the board of her synagogue, was president of the Jewish Community Center in Indianapolis and raised funds totaling millions for the JCC, the Jewish Federation of Greater Indianapolis, among other organizations. Helen will become an active member of Beacon Pointe Women’s Advisory Institute.
Helen brings with her two other professional staff, Stephanie Ashley and Kelly Satherin the transition to Beacon Pointe.
“We plan to remain very active in the Midwest region of the country,” comments the president of Beacon Pointe, matt cooper. “Now with new roots firmly planted in Milwaukee and Indianawe are excited to continue our expansion into the Midwest market among other very attractive markets like San Diego and beyond.”
“We couldn’t be more thrilled to have Charlie and Helen join the Beacon Pointe family,” shares the CEO of Beacon Pointe, Shannon Eusey. “Both have built phenomenal practices wholeheartedly focused on exceeding expectations for their clients – they will fit very well into the Beacon Pointe family.”
With the addition of Duncan Financial and Goldstein Group, Beacon Pointe now has 37 offices in 17 states and approximately $26 billion in assets under deliberation.
The Duncan transaction closed on March 30e and the Goldstein transaction closed on April 29e. Financial terms of the partnerships were not disclosed.
Shannon Eusey and matt cooper of Beacon Point, Helene Goldstein of the Goldstein group and Charlie Duncan of Duncan Financial are available for interviews upon request.
About Beacon Pointe Advisors:
Beacon Pointe Advisors is the nation’s largest female-led registered investment adviser. Its head office is located at Newport Beach, California, with offices and customers located nationwide. Clients have long relied on Beacon Pointe’s professional advisors to help them determine their investment objectives, establish asset allocation guidelines, select investment managers, assess fund performance and develop strategic financial plans through our own everythingWEALTH® approach. Our advisors’ extensive expertise and strong commitment to our clients translates into numerous awards, including recognition by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barrons and more. For more information about Beacon Pointe’s Wealth Management Advisory Services, please visit: www.beaconpointe.com.
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SOURCE Beacon Pointe Advisors