About Us

Marine Street Financial, a renowned financial advisory and wealth management firm located in beautiful La Jolla, California, is dedicated to delivering exceptional financial guidance to individuals, families, and businesses. Emphasizing excellence, innovation, and client satisfaction for over a decade, we offer a wide range of tailored solutions, including investment management and wealth preservation, to help you pursue your financial goals. Our team is dedicated to providing the best, most flexible and customizable planning approach, always keeping your best interest top of mind in everything we do.

Perry Bacon (president), Daniel Racicot (CIO), and Conor Fitzpatrick (CFO) founded Marine Street Financial in 2013, bringing their experience from Morgan Stanley along with a desire to provide more personalized, comprehensive advice and guidance. Charles Mackay was hired the following year as a financial planner as our AUM continued to grow. A second financial planner, David Wiley, came on board in 2021 as our retirement plan business grew.

In 2024, we transitioned to LPL Financial, one of the nation’s most recognized financial services companies, to allow you to benefit from its resources, expertise, and investment selection. You have access to a wide range of products and services to help achieve your dreams and goals, including 401(k) distribution options, college savings plans, estate planning services, IRAs, insurance, investment products, and retirement planning as well as advisory and business services. Add in our combined skill set, along with our energy and passion, and you can trust that we have your back and will use our education and insight to help you plan for your future with confidence.