Beksy Palacios

Paraplanner & Accountant

Beksy graduated from California State University, San Bernardino with a bachelor's degree in Business Administration with a concentration in Accounting. Beksy has a background in management, bookkeeping, tax accounting, incorporating, auditing, marketing, and advertising. She is also fluent in Spanish. ¡Se habla español!

 

In addition to providing tax services, Beksy is a paraplanner. She provides a variety of support to the investment advisor, Julia Carrillo, and clients by assisting in the completion of financial planning-related projects. Besides opening accounts and overseeing investment related documentation, Beksy also works closely with clients in building their personal financial websites. She is currently in the last step of completing her Series 7 license, and plans to become the newest, cutest Junior Investment Advisor. 

During her time at the office, many have commented on her strange ability to compute numbers at the flip of a hat thus earning her the nickname the “human calculator”.


When she is not working hard to double your money, you can find her on the beach with a margarita on one side and Rudy, her baby dog, on the other. She is an art and champagne enthusiast who loves movies, drag, boba, make-up, and kickboxing.