Brianna Mariolle, CFA®
Partner, Senior Wealth Advisor

Request an Appointment | Office Information

Brianna is a Partner and Senior Wealth Advisor in the Beacon Pointe Campbell office who specializes in providing comprehensive wealth management advice to ultra-high-net-worth individuals and families. With over a decade of experience, her approach combines a deep understanding of complex financial entities with a focus on multi-generational, long-term growth. She works closely with clients to navigate the intricacies of estate planning, tax strategies, wealth transfer, investment management, and risk mitigation in order to create tailored recommendations for each client. Her goal is to build strong, lasting relationships, while ensuring that clients not only achieve their financial goals but also feel confident and informed every step of the way.

Brianna earned her B.S. in Economics from The Wharton School, University of Pennsylvania, with a triple concentration in Finance, Risk Management, and Operations & Information Management. She is also a Chartered Financial Analyst (CFA®) and a member of the Bay Area chapter. Brianna currently resides in Redwood City, CA, with her husband and dog, where she serves on the board of the Redwood City Improvement Association. Outside of the office, she enjoys traveling, following current events and financial markets, and trying new culinary experiences.

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...