Clari Nolet, CFP®, CDFA®
Senior Financial Advisor
Main: 650-620-3040
Direct: 650-517-9548
Fax: 650-372-0813
Foster City, CA
950 Tower Lane
Suite 1050
Foster City, CA 94404
As a CERTIFIED FINANCIAL PLANNER® professional, Clari Nolet understands her fiduciary responsibility and provides the highest level of professional competence. She’s passionate about assisting women in transition, who often need to make significant changes in all aspects of their lives, including finances. Clari helps her clients visualize the future impact of tradeoffs and decisions that need to be made now so that they can move forward with confidence.
Prior to becoming a financial advisor, Clari went through a divorce and had a successful career in the semiconductor industry. She could see the tide shifting as manufacturing moved from the United States to Asia, which sparked Clari to change careers. These two events shaped Clari’s viewpoint and gave her special insight into the major changes women can experience in midlife.
Clari sees a huge education gap in training people to handle personal finance and assists clients by providing a clear picture of their current situation. She helps them organize and build their financial lives by setting and supporting their goals as they reinvent themselves.
In 2024, Clari was recognized by AdvisorHub as one of the Top 200 RIAs to Watch. Prior to joining Team Hewins, Clari spent four years at Wealth Architects in Mountain View and eight years at Opes Advisors in Palo Alto as a financial advisor, giving seminars and serving as an expert witness in divorce cases.
Clari graduated from Suffolk University’s Sawyer School of Management (Boston, MA) with an MBA in Finance and St. Lawrence University (Canton, NY) with a B.S. in Chemistry. When she’s not working, Clari is an avid tennis player and devotes time to environmental causes.
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AdvisorHub Methodology: They received nominations from 339 firms. Nominees were required to have a minimum of seven years experience, $150m minimum AUM, and a clean regulatory record. Advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) and professionalism. Participation in this ranking is open to any firm or advisor and there are no fees for participation. The AdvisorHub Advisors to Watch 2024 rating was released on June 20th, 2024. This ranking was based on the data from December 31, 2022 to December 31, 2023.