Meet the Advisors Who Put Your Success First

With over 12 years of experience in the financial industry, Ben has built a career focused on strategic growth, client stewardship, and principled leadership. As Managing Partner of Pacific Point, Ben leads with a clear vision: to deliver deeply personalized, fiduciary-driven wealth management that empowers clients to achieve long-term financial clarity, confidence, and generational impact.

Ben’s background spans broker-dealers, investment banks, and fintech firms, where he has raised capital and managed assets for high-net-worth individuals, family offices, and institutions. His expertise in portfolio strategy, corporate finance, and relationship management allows him to integrate analytical rigor with a genuine understanding of each client’s goals, ensuring advice that is both strategic and human-centered.

In addition to his wealth management leadership, Ben plays a pivotal role in mergers and acquisitions, identifying strategically aligned businesses and guiding integration processes with a focus on preserving culture and brand identity. His ability to combine financial insight with operational execution positions him as both a strategic architect and a trusted partner to clients, advisors, and stakeholders.

Outside of the office, Ben is an avid adventurer and adrenaline enthusiast. Whether chasing extreme sports, competing in beach volleyball, or exploring new corners of the world, he brings the same drive for excellence and curiosity that defines his professional work. Anchored by family and faith, Ben leads Pacific Point with integrity, humility, and an unwavering commitment to ethical decision-making; values that shape the firm’s culture and long-term vision.

Ryan is more than a Managing Partner at Pacific Point Wealth Management — he’s a competitor at heart. Whether it’s on the basketball court, the golf course, or navigating the complexities of wealth planning, Ryan thrives on strategy, precision, and winning the long game.

But behind every professional title is what really matters: his family. Ryan is a proud husband and father to a daughter who lights up his world. Every late-night strategy session, every client meeting, every careful plan — it’s all driven by his desire to create a life of freedom and stability not just for his family, but for the families he serves.

Ryan loves traveling, experiencing new cultures, and staying active. He believes money is not about numbers on a page, but about what it can unlock — more time with loved ones, more adventures, more peace of mind. His personal philosophy is simple: life is meant to be enjoyed while your money quietly works for you.

John is a seasoned financial professional with a long and rewarding career in wealth management and asset management. His experience across many roles in the industry has given him a broad perspective and a deep understanding of how to help clients make confident, well-informed financial decisions.
Before joining Pacific Point Wealth Management, John spent nearly two decades consulting with financial advisors throughout the Western United States. In that role, he focused on education and coaching advisors to better serve their clients by aligning financial goals with thoughtful investment strategies, practical resources, and ongoing professional development.

Throughout his career, John has held a variety of leadership and advisory roles, including Managing Director and Certified Financial Planner™ (CFP®). He is known for his ability to simplify complex financial topics and has been recognized as an award-winning presenter for industry professionals.
John chose Pacific Point Wealth Management because it allows him to do what he has always believed in: put clients first, without institutional investment constraints. Today, his work focuses on comprehensive wealth management for high-net-worth individuals, as well as helping businesses design retirement solutions that attract, retain, and reward talented employees.

John lives in Carlsbad, California, with his wife and their three children, who are currently attending colleges across the country. Outside of work, he is passionate about family, community involvement, and giving back. He actively volunteers with the Sunrise Kiwanis of Vista in service to the City of Vista.

As a Financial Advisor at Pacific Point Wealth Management, Matt genuinely enjoys getting to know the people and families he serves. He understands that financial planning is more than numbers; it’s about each client’s goals, lifestyle, and the future they envision for themselves and those they care about. Based in Southern California, Matt takes a personal and strategic approach to wealth management, working closely with each client to create a thoughtful plan that supports long-term growth and lasting peace of mind.

Matt believes strong financial guidance is built on trust and genuine relationships. His role extends beyond managing investments to providing education, accountability, and support through every stage of life. Whether helping clients plan for retirement, navigate career milestones, or make informed investment decisions, his priority is empowering them to feel secure and confident about their financial future.

Outside of the office, Matt enjoys spending time on the golf course and with friends and family. He values the same balance and meaningful experiences in his own life that he strives to help his clients achieve in theirs.

James’s career has always been driven by precision and problem-solving. From the strategy of baseball and golf to the complexity of 1031 exchanges. That same mindset guides his work as a Registered Investment Advisor, helping clients make clear, confident financial decisions.
James believes the real wins show up off the field, with the freedom to enjoy meaningful experiences, strong relationships, and the moments that matter most. He focuses on straightforward strategies so clients can spend less time worrying about money and more time doing what they love.

To James, success means peace of mind, time with family and friends, and knowing money is working quietly in the background. His mission is to turn complex financial choices into simple, actionable plans so clients can fully enjoy the life they are building.