Charissa Portillo

Director of Client Services

Charissa in three words:

Efficient. Determined. Positive.

Charissa is our director of client services with 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. As leader of the client services team, she enjoys mentoring our newer staff members, imparting her knowledge of the industry.   

Charissa is originally from Southern California and moved to the Seattle area with her family in 2002.  She married her high school sweetheart and together they have three children, including boy/girl twins.  Charissa enjoys reading, music, art and gardening.


  • AA, Liberal Arts, Cypress College

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11431 Willows Road NE, Suite 120
Redmond, WA 98052
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