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Charisa French

VP Operations, Client Concierge

From her education to her experience, it would be hard to find a person more ideal than Charisa French to be our VP of Operations and Client Concierge. Not only is Charisa great with people but also meticulous and stringent with details—a must in a financial services firm!

Charisa holds a Bachelor of Science in Management from Pepperdine University’s well-regarded Graziadio School of Business Management. She’s a licensed life and health insurance agent, with extensive knowledge of all our insurance-related products. She has over two decades of customer service and administrative experience in the technology, education, and hospitality industries.

When she’s not busy ensuring our business is running smoothly and our clients are well cared for, you’ll find Charisa hiking, dancing, doing Pilates, hanging out with her husband or having fun with her dog.


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