How a new law changes retirement planning
The new retirement law that passed Congress in December is good for some people, but not for...
Charissa Portillo
Client Service Associate
Charissa in three words:
Efficient. Determined. Positive.
Charissa is the newest addition to our team, bringing over 20 years of experience in the financial services industry. Her dedication to helping clients is what’s kept her in financial services all these years.
Charissa is originally from Southern California and moved to the Seattle area with her family in 2002. The oldest of six kids, she’s used to taking charge and keeping the peace! She married her high school sweetheart and together they have three children, including boy/girl twin toddlers who keep her on her toes. Charissa enjoys going to movies with her kids, the too infrequent date night out, reading, listening to music and gardening in the sunshine.
Education
- Associates Degree in Liberal Arts from Cypress College
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