Director of Client Service
One of the longest standing members of JSF Financial, Beatriz joined the JSF team in 1999 – when the office consisted of only four people. Starting as Jeff’s assistant where she did everything from scheduling to trading, she has since become the Director of Client Service. As the head of the client service team, Beatriz oversees the account process and ensures each client account is updated and money allocated accordingly to help our clients reach their goals efficiently.
A native of Los Angeles, Beatriz actually completed her freshman year of college in Honolulu. Lucky for us, she left the island life and finished her studies in her hometown, where received her Bachelor’s degree in Business Administration from University of Southern California. Prior to joining JSF, she worked at a market research firm.
Outside the office, Beatriz loves spending time with her husband and two children. In addition to being involved in her kids’ school, you can often find her on the sidelines proudly cheering them on in their many extracurricular sports. She also enjoys traveling to new places and can’t resist a trip to a good mall when time permits.
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