At Clarity Wealth Advisors, Parvin is responsible for managing client relationships and is part of the firm's investment committee. She previously was a Managing Director of Wealth Management Services at YCMNET Advisors (now Destination Wealth Management), a registered investment advisor (RIA) in Walnut Creek and most recently, a partner with an independent advisory firm in San Ramon.
Parvin started Clarity Wealth Advisors in 2011 and has been in the financial services industry since 1997. She has also taught courses for the College for Financial Planning where she focused on areas such as retirement planning, income tax planning, and employee benefits.
Parvin started Clarity Wealth Advisors in 2011 and has been in the financial services industry since 1997. She has also taught courses for the College for Financial Planning where she focused on areas such as retirement planning, income tax planning, and employee benefits.
Services
At Clarity, our process is designed to promote transparency and understanding. We strongly feel simplicity and clarity are directly related to accountability and success. Our company is based on the principle that continuously educating our clients, as well as understanding each client's financial situation, is essential to successfully helping them reach their financial goals.
At Clarity, a customized financial plan is created which enables us to understand our clients' situation and develop an optimal strategy to meet their objectives. As part of this strategy, an appropriate allocation is created for each client, where each asset class is kept within certain predetermined limits through periodic rebalancing.
Having wealth comes with unique challenges and our team has the skills and resources to help our clients find the best solutions given their current situation. The more complicated one's financial life becomes, the greater the benefit of working with professionals that can help simplify them. Our relationships are built on educating and guiding clients towards financial clarity.
Through our process of first learning about each client's current financial situation, expectations, values, and goals, we are able to provide individualized solutions and create a clear path in helping our clients reach financial independence as our plans take into account all aspects of their financial picture.
At Clarity, we utilize research from third party firms and work closely with their teams to help us construct portfolios taking into account current market and economic conditions as well as each of our client's unique circumstances. We utilize equities, fixed income securities, alternative assets, and cash to create diversified portfolios.
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