Investment Advisory Services, Financial Planning, Wealth Management and Retirement Plan Services in Santa Cruz, CA and the San Francisco Bay Area.

Beacon Pointe is a Santa Cruz based wealth advisor and is one of the largest Registered Investment Advisor firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. Our team of investment advisors and financial planners in Santa Cruz focuses on full service financial planning and research driven investments.

Our fiduciary responsibility to clients and our holistic allWEALTH® approach addresses all aspects of your financial well-being including but not limited to wealth and retirement planning, estate and tax strategy planning, insurance reviews and risk assessments, charitable giving and education planning, values-based (SRI/ESG) investing, life transition support for divorcées and widows, financial planning for business owners and multi-generational family wealth and legacy planning.

We look forward to connecting with you virtually or at our Santa Cruz office to see how best we can assist you with your investment portfolio and financial planning needs.

Contact Information

info@beaconpointe.com
(831) 476-5210

Meet the Santa Cruz Financial Advisor Team

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Briseida Mendoza-Ramirez

Client Service Associate

Briseida Mendoza-Ramirez (Bri) is a Client Service Associate within Beacon Pointe’s Santa Cruz office. She is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Briseida worked as a life insurance agent and was licensed in Life, Accident and Health Insurance in California, Washington, and Texas. She is a first-generation graduate from the University of California, Santa Cruz and is a Bay Area native. Outside of the office, she loves to garden, make floral arrangements, to learn about and celebrate different cultures, to explore and photograph the outdoors with her family, friends and her dog – a Pomeranian/Border Collie/Husky mix.

Lance Wexler

Partner, Senior Wealth Advisor

Lance Wexler is a Partner and Senior Wealth Advisor within Beacon Pointe’s Santa Cruz office and is responsible for coordinating with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial and legacy goals. Lance has over 25 years of experience and knowledge of investment management and financial planning. Learning about money, markets and small business management at an early age, Lance’s passion for financial services was fostered by his grandfather, Vern, who would hand him the business section of the paper and quiz him on the stocks they owned starting when he was only 8 years old.  Prior to joining Beacon Pointe, Lance founded Nexus Wealth Advisors which merged with Beacon Pointe in 2022. He graduated from University of California, Santa Cruz with a degree in Economics and participated in coursework toward a Doctor of Clinical Psychology at Alliant International University in San Diego. In 2007, he completed the Business Professionals Course, a rigorous two-year professional program produced by The Aji Network. Lance is involved in several nonprofit organizations and is a member of the Community Foundation of Santa Cruz County finance committee. Lance currently resides in Scotts Valley, California with his wife and two children, and his favorite activities include hiking, surfing, diving, tennis, nature photography, carving stone, connecting with people, and exploring and discovering the world with his children.

Meet the Santa Cruz Financial Advisor Team

Filter By

Briseida Mendoza-Ramirez

Client Service Associate

Briseida Mendoza-Ramirez (Bri) is a Client Service Associate within Beacon Pointe’s Santa Cruz office. She is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Briseida worked as a life insurance agent and was licensed in Life, Accident and Health Insurance in California, Washington, and Texas. She is a first-generation graduate from the University of California, Santa Cruz and is a Bay Area native. Outside of the office, she loves to garden, make floral arrangements, to learn about and celebrate different cultures, to explore and photograph the outdoors with her family, friends and her dog – a Pomeranian/Border Collie/Husky mix.

Lance Wexler

Partner, Senior Wealth Advisor

Lance Wexler is a Partner and Senior Wealth Advisor within Beacon Pointe’s Santa Cruz office and is responsible for coordinating with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial and legacy goals. Lance has over 25 years of experience and knowledge of investment management and financial planning. Learning about money, markets and small business management at an early age, Lance’s passion for financial services was fostered by his grandfather, Vern, who would hand him the business section of the paper and quiz him on the stocks they owned starting when he was only 8 years old.  Prior to joining Beacon Pointe, Lance founded Nexus Wealth Advisors which merged with Beacon Pointe in 2022. He graduated from University of California, Santa Cruz with a degree in Economics and participated in coursework toward a Doctor of Clinical Psychology at Alliant International University in San Diego. In 2007, he completed the Business Professionals Course, a rigorous two-year professional program produced by The Aji Network. Lance is involved in several nonprofit organizations and is a member of the Community Foundation of Santa Cruz County finance committee. Lance currently resides in Scotts Valley, California with his wife and two children, and his favorite activities include hiking, surfing, diving, tennis, nature photography, carving stone, connecting with people, and exploring and discovering the world with his children.

Meet the Santa Cruz Financial Advisor Team

Filter By

Briseida Mendoza-Ramirez

Client Service Associate

Briseida Mendoza-Ramirez (Bri) is a Client Service Associate within Beacon Pointe’s Santa Cruz office. She is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, and communicating with clients to provide the highest levels of service. Prior to joining Beacon Pointe, Briseida worked as a life insurance agent and was licensed in Life, Accident and Health Insurance in California, Washington, and Texas. She is a first-generation graduate from the University of California, Santa Cruz and is a Bay Area native. Outside of the office, she loves to garden, make floral arrangements, to learn about and celebrate different cultures, to explore and photograph the outdoors with her family, friends and her dog – a Pomeranian/Border Collie/Husky mix.

Lance Wexler

Partner, Senior Wealth Advisor

Lance Wexler is a Partner and Senior Wealth Advisor within Beacon Pointe’s Santa Cruz office and is responsible for coordinating with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial and legacy goals. Lance has over 25 years of experience and knowledge of investment management and financial planning. Learning about money, markets and small business management at an early age, Lance’s passion for financial services was fostered by his grandfather, Vern, who would hand him the business section of the paper and quiz him on the stocks they owned starting when he was only 8 years old.  Prior to joining Beacon Pointe, Lance founded Nexus Wealth Advisors which merged with Beacon Pointe in 2022. He graduated from University of California, Santa Cruz with a degree in Economics and participated in coursework toward a Doctor of Clinical Psychology at Alliant International University in San Diego. In 2007, he completed the Business Professionals Course, a rigorous two-year professional program produced by The Aji Network. Lance is involved in several nonprofit organizations and is a member of the Community Foundation of Santa Cruz County finance committee. Lance currently resides in Scotts Valley, California with his wife and two children, and his favorite activities include hiking, surfing, diving, tennis, nature photography, carving stone, connecting with people, and exploring and discovering the world with his children.

Connect with one of our trusted Financial Advisors in Santa Cruz.

We are here to be a partner with you on your personal wealth journey.  Please contact us if we can be of service.

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