Charissa Portillo
Relationship Manager

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Charissa is a Relationship Manager based in the Beacon Pointe Redmond office and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. With over 25 years of experience in the financial services industry, Charissa is dedicated to helping clients meet their long-term financial goals. Charissa enjoys mentoring team members, imparting her knowledge of the industry, and supporting her team. Charissa earned her Associate Degree in Arts from the Liberal Arts Cypress College. Originally from Southern California, Charissa moved to the Seattle area with her family in 2002 and hasn’t looked back. She married her high school sweetheart and together, they share three children including boy/girl twins. Outside of the office, Charissa enjoys reading, music, art, and gardening.