Brisa was raised in Sugar Land, Texas, and graduated Summa Cum Laude from Our Lady of the Lake University in San Antonio in 2022. While at OLLU, she majored in finance and was a member of the university’s women’s tennis team, serving as team captain during her senior year.
At Beneficent Financial, Brisa plays an integral role in assisting with portfolio management, financial planning, coordinating client events, and engaging directly with clients. She is fully securities licensed and has earned her CERTIFIED FINANCIAL PLANNER® (CFP®) certification.
Brisa is bilingual in English and Spanish and is proud of her deep Hispanic roots, which allow her to better serve and connect with a diverse client base. She is dedicated to giving back to the community and is actively involved with several nonprofit organizations. Brisa is a Rotarian with the Downtown Rotary Club of San Antonio, where she has served on both the Young Members Board and the club’s Board of Directors. She also volunteers with Sleep in Heavenly Peace – San Antonio Chapter as a Spanish-speaking vetter, and is a Big Sister with Big Brothers Big Sisters.
Outside of work, Brisa enjoys spending quality time with her family and friends, staying active through running, and exploring new coffee and tea spots around the city. She has a love for pop culture and reality TV, which she credits as her favorite way to unplug and recharge.
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.
