Briseida Mendoza-RamirezBriseida Mendoza-Ramirez
Client Service Associate

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Briseida Mendoza-Ramirez (Bri) is a Client Service Associate within Beacon Pointe’s Santa Cruz office, and a part of the Northern California operations team. 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. She initiated her career in the finance industry working as an insurance agent, while she was in college. Prior to joining Beacon Pointe, she worked as a Client Service Associate with Nexus Wealth Advisors (which merged with Beacon Pointe in December of 2022). She is a first-generation graduate who earned her BS in Cognitive Science from the University of California, Santa Cruz and is a Bay Area native. Outside of the office, Bri loves to garden, make floral arrangements, exploring and photographing the outdoors with her family, friends, and dog.

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