6 lessons my aunt’s passing taught me
by Mike Joslin My mom’s older sister passed away, alone, in Colorado in April. She had...
Charissa Portillo
Director of Client Services
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
Our Team
Insights
Our life in this pandemic
This blog may be a little more personal than our normal posts. But “normal” has...
Protecting your health when traveling overseas
One day we will be free to travel again. To lay our beach towels on top of warm sand. ...
How a new law changes retirement planning
The new retirement law that passed Congress in December is good for some people, but not for...
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