Stone Beacon Capital

Stone Beacon Capital Stone Beacon Capital provides comprehensive wealth management to individuals, businesses, and nonprofit organizations.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable — we cannot assure the accuracy or completeness of these materials. The information presented is not intended to constitute an investment recommendation for, or advice to, any specific person. The information presented here is not specific to

any individual’s personal circumstances. To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. The information in these materials may change at any time and without notice.

05/22/2020

We're pleased to honor Stone Beacon Capital as this year's 'Top Producing Team.' Read more about the award in San Diego Metro Magazine: http://ow.ly/SViJ50zHegG

Stone Beacon Capital wins top producing team awardStone Beacon Capital, a financial services firm in Carlsbad, has been ...
05/07/2020

Stone Beacon Capital wins top producing team award

Stone Beacon Capital, a financial services firm in Carlsbad, has been awarded the Top Producing Team Award from Kestra Private Wealth Services. The firm was selected based on overall firm revenue for 2019.

This year’s winners were announced among other Kestra Private Wealth Services’ firms at their annual educational conference in February.

Founded January 2017, Stone Beacon Capital is a financial planning practice. It is led by financial professionals Chad Collins, chief executive officer, Graham Pearce, chief financial officer, and Shari Hughes, chief operating officer, who have a combined 60-plus years of experience in the financial industry.

http://www.sandiegometro.com/2020/05/daily-business-report-may-7-2020/

David Albrycht, CFA President and Chief Investment Officer - Virtus Newfleet fund manager stoping by our office with a s...
02/25/2020

David Albrycht, CFA President and Chief Investment Officer - Virtus Newfleet fund manager stoping by our office with a strategy update. His team manages over 10 billion in mutual funds.

Excited to support Boys & Girls Clubs of San Marcos !!!
08/15/2019

Excited to support Boys & Girls Clubs of San Marcos !!!

Congratulations Paris helping lead the Celgene Team to a Third Place finish out of thirty foursomes in the 16th Annual A...
04/10/2019

Congratulations Paris helping lead the Celgene Team to a Third Place finish out of thirty foursomes in the 16th Annual American Cancer Society Invitational !!!

Team Celgene !!!
04/02/2019

Team Celgene !!!

04/01/2019

Paris working on Long Drive Competition 16th Annual American Cancer Society San Diego Invitational !!!!

Awesome day at the 16th Annual American Cancer Society San Diego Invitational !!!!
04/01/2019

Awesome day at the 16th Annual American Cancer Society San Diego Invitational !!!!

Excited for the 16th Annual American Cancer Society San Diego Invitational !!!!
03/31/2019

Excited for the 16th Annual American Cancer Society San Diego Invitational !!!!

16th Annual American Cancer Society Golf Tournament Monday (4/1/19) at the La Jolla Country Club !!! So excited !!
03/28/2019

16th Annual American Cancer Society Golf Tournament Monday (4/1/19) at the La Jolla Country Club !!! So excited !!

03/21/2019

Proud to support San Marcos High School Softball, congrats Mia C. on your scholarship decision to sign with Syracuse University !!

Address

1917 Palomar Oaks Way, Ste. 140
Carlsbad, CA
92008

Opening Hours

Monday 6:30am - 2:30pm
Tuesday 6:30am - 2:30pm
Wednesday 6:30am - 2:30pm
Thursday 6:30am - 2:30pm
Friday 6:30am - 2:30pm

Telephone

+17602237077

Website

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