Charisse Stratford collaborates with our clients and team members to provide the best service experience possible. She ensures that our clients Financial House and their Prosperity BlueprintTM supports their journey to financial independence. She has a wealth of knowledge and experience in Fortune 500 and private equity firms, utilizing accounting and financial systems that support our mission. Charisse earned her Master’s in Business Administration from Saint Mary’s College. She graduated Cum Laude from California State University, East Bay with a Bachelor of Science in Business Administration where her emphasis was on Computer Information Systems & Business Computer Telecommunications.
Charisse believes that life-long learning is one of the best ways to keep life interesting.
She lives in Lafayette, California with her husband and two daughters. When she is not shuttling her kids to their extracurriculars or is along-side her husband rearranging walls in their home, Charisse enjoys traveling, baking, reading, playing her ukulele or watching timeless romantic comedies. Charisse enjoys being part of her community and has spent countless hours volunteering at her church and local schools, Lafayette Juniors, Girl Scouts, Diablo Day Camp and Junior Achievement.