Karisa Diephouse
Chief Operating Officer
Karisa Diephouse oversees partnership integration and the strategic execution of operations across all Beacon Pointe offices located throughout the country. Karisa brings over 20 years of experience in financial services and wealth management and understands the operational components involved with office and service efficiencies. She has worked at Charles Schwab and Fidelity Investments where she held various roles of increasing responsibilities in sales, planning, operations, compliance, and client services. She is also a founding member of the Beacon Pointe Women’s Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business/finance categories. Karisa received her Bachelor of Science degree in Business Finance from California State University, Long Beach. Karisa is married, has two sons, and lives in Mission Viejo, CA. She enjoys traveling, staying fit, watching sports, and spending time with her family and friends.