Clari Nolet, CFP® Joins Team Hewins as Senior Financial Advisor

An expert in advising divorcing women on financial matters and guiding them towards financial independence

August 13, 2019 — REDWOOD CITY, Calif.–(BUSINESS WIRE)–Clari Nolet, a CERTIFIED FINANCIAL PLANNER™* and experienced wealth advisor, has joined Team Hewins’ award-winning** Wealth Management team in the firm’s Redwood City, CA headquarters. Clari’s specialty is working with women in transition, be it from the loss of a spouse, divorce, or retirement from a long successful career. It is her passion for supporting these women that brought her out of her brief retirement.

“I am excited to be working with Team Hewins’ deep bench strength of advisors to educate, mentor and support clients through the difficult transition process,” said Clari. “It is incredibly rewarding helping clients navigate their journey by helping to visualize scenarios to enable confidence in their decision making.”

When asked about Team Hewins’ latest addition, Roger Hewins, Principal and President, said, “Clari’s rich experience and way with clients fit perfectly with Team Hewins’ culture, goals, and core values…It’s fantastic having her as part of our growing advisor team.”

Specializing In Planning Before and After Divorce

Clari specializes in helping women financially position themselves to achieve their goals before, during and after a divorce. As a CFP® professional and Certified Divorce Financial Analyst™, she has expertise and experience in helping women who are facing a potentially life and lifestyle-changing divorce or transition to thrive financially and otherwise.

Prior to joining Team Hewins, Clari held financial advisor roles with Wealth Architects and Opes Advisors. Before becoming a financial advisor Clari enjoyed over twenty successful years holding senior management positions in sales, marketing and product development for Silicon Valley Fortune 100 companies and venture backed start-up firms. Clari has extensive experience in finance and real estate investments and utilizes this expertise to provide solutions to support her clients’ short- and long-term financial goals.

Clari holds a Master’s in Business Administration with an emphasis in Finance from Suffolk University in Boston, and a Bachelor of Science degree in Chemistry from St. Lawrence University in New York. She is a member of the Los Altos Rotary Club.

Clari lives in Los Altos, California with her family.

 

 

About Team Hewins
Team Hewins is an independent wealth management firm with $2.1 billion in assets under advisement. Led by CEO Roger Hewins and a team of eight other Principals, Team Hewins serves as counselors to family wealth and provides personalized financial planning and investment services. Team Hewins is focused on serving smart, successful people with complex financial needs, planning and organizing their financial lives to facilitate their success.
For more information please visit www.teamhewins.com.