Rocky Daigle, AIF®, JD in

Rocky Daigle, AIF®, JD

Critic · DISC type C
Chief Practice Officer at Beacon Pointe
📍 Metairie, Louisiana, United States

Rocky Daigle is the Chief Practice Officer at Beacon Pointe Advisors, guiding the firms advisor platform and post-acquisition integration. He previously co-founded and served as President of CBD Wealth Management, which merged with Beacon Pointe in 2020. He holds both a finance degree and a Juris Doctor from Louisiana State University.

Originally from New Orleans, Rocky has served in leadership roles on numerous local educational and charitable boards. He is passionate about education and has been the board chair for his childrens school. He is a devoted parent to his two sons and daughter.

Unique fact: Before co-founding his own wealth management firm, Rocky was a practicing attorney specializing in defense litigation.

Read the full overview →
Experience
22 Years
Current Role
Chief Practice Officer
Job Level
Leadership
Location
Metairie, Louisiana, United States
Personality Overview

How Rocky shows up

Critic
Objective Thinker
Information Seeker

They enjoy working alone and do not rely on others very often. Unless the value is proven by data, they are unlikely to value fancy features. It is very likely that they will negotiate pricing or other important terms.

Priorities

Topics Rocky cares about

Advisor Integration
He leads post-acquisition integration and advisor enablement, drawing from his experience merging his own firm, CBD Wealth Management, into Beacon Pointe.
Wealth Management
He has nearly three decades of experience helping high-net-worth individuals, families, and corporate retirement plans with comprehensive financial planning and investment management.
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Career

Work history

7-2025
Chief Practice Officer
Beacon Pointe
11-2020 - 7-2025
Partner, Managing Director
Beacon Pointe
1-2004 - 11-2020
Partner
CBD Wealth Management
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
JD
Louisiana State University
BS
Louisiana State University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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