7 ways to catch up on retirement savings
Ever have that uncomfortable feeling you haven’t saved enough for retirement? A...
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
Our Team
Insights
Do you need umbrella insurance?
It could happen to you. "Betsy" (not her real name, but someone we know) was like any other...
Vacations we love to remember
Summer’s end can sometimes trigger a twinge of melancholy. We don't want to see the...
7 ways to protect yourself from cybercrime
Not too long ago we received an email that sent red flags flying. Addressed from a...
Joslin Capital Advisors, LLC
411 108th Ave NE, Suite 2080
Bellevue, WA 98004
Get Directions →
© 2019 - Joslin Capital Advisors, LLC - All rights reserved.
Securities and Advisory Services offered, in states where licensed, exclusively through Joslin Capital Advisors, LLC, an SEC Registered Investment Advisor. We may only offer services in states in which we have been properly registered or are exempt from registration. Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.