Karisa Diephouse Location
Mission Viejo, CA, US
Karisa Diephouse Work
- 2021 - now Chief Operating Officer @ Beacon Pointe
- 2014 - now Women's Advisory Institute Board Member @ Beacon Pointe
- 2018 - now Book Author @ Your Dollars, Our Sense
- 2016 - 2021 Director of Practice Integration and Strategy @ Beacon Pointe
- 2014 - 2016 Director of Client Services @ Beacon Pointe
- 2011 - 2014 Associate Financial Consultant @ Charles Schwab
- 2007 - 2010 Account Executive @ Fidelity Investments
- 2006 - 2007 Investment Representative @ Fidelity Investments
- 2004 - 2006 Financial Representative and Private Access Client Service Specialist @ Fidelity Investments
- 2003 - 2004 Client Manager and Service Representative @ Wells Fargo
Karisa Diephouse Education
- California State University-Long Beach - College of Business Administration
Bachelor's Degree (Business Finance)
1998 - 2003 - Mayfair High School
High School Diploma (General Education)
1994 - 1998
Karisa Diephouse Skills
- Editing
- Financial Analysis
- Management
- Leadership
- Social Media
- Strategy
- Project Management
- Investments
- Retirement Planning
- Team Leadership
Karisa Diephouse Summary
Karisa Diephouse, based in Mission Viejo, CA, US, is currently a Chief Operating Officer at Beacon Pointe. Karisa Diephouse brings experience from previous roles at Beacon Pointe and Your Dollars, Our Sense. Karisa Diephouse holds a 1998 - 2003 Bachelor's Degree in Business Finance @ California State University-Long Beach - College of Business Administration. With a robust skill set that includes Editing, Financial Analysis, Management, Leadership, Social Media and more. Karisa Diephouse has 1 emails and 1 mobile phone numbers on RocketReach.
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