Briana Grace Gonzales

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 08/2019
  Full Time Student
  Chandler, AZ
• 08/2019 → 04/2022
  Full Time Student
  Phoenix, AZ
• 06/2021 → 05/2022
  Salty Lash
  Phoenix, AZ
• 02/2021 → 04/2022
  Muse Apparel
  Phoenix, AZ
• 05/2022 → 04/2024
  Grand Canyon University
  Phoenix, AZ
• 04/2024 → 06/2024
  Free People
  Dallas, TX
• 06/2024 → 12/2024
  Whiterock Wealth Management
  Dallas, TX
• 12/2024 → Present
  Beacon Pointe Advisors, Llc
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-13