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. 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.