Brisa, a native of Sugarland, Texas, graduated Summa Cum Laude from Our Lady of the Lake University in San Antonio. At OLLU, she majored in finance and served as captain of the Women's Tennis Team. At Beneficent Financial, Brisa contributes significantly by assisting with portfolios, financial planning, coordinating client events and engaging directly with clients. She is fully securities licensed and has her CERTIFIED FINANCIAL PLANNER® certification. Brisa is dedicated to serving the community through her involvement in several nonprofits. She is an active Rotarian, a volunteer with Sleep in Heavenly Peace and a Big at Big Brothers Big Sisters.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Raymond James is not affiliated with the above organizations and/or charitable causes.
