Mike Bakos
- Role
- Regional Director at Beacon Pointe
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Mike Bakos
I lead business development efforts across Beacon Pointe’s referral networks and…
Experience
Regional Director
Jan 2021 — Present · San Diego, CA, US
As a Beacon Pointe Regional Director, I coordinate and lead the business development efforts across our referral networks and am primarily responsible for building and maintaining relationships with financial consultants and regional leaders at Beacon Pointe\'s custodial referral partners (Schwab, TD and Fidelity).Beacon Pointe is an investment consulting firm that takes a comprehensive approach to helping endowments and foundations, other institutions and retirement-sponsored plans, and high-net-worth individuals set and meet their financial goals. We focus on full service financial planning and research driven investments. We partner with our clients to help them make the most informed decisions possible on any issues related to their wealth.
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