Patrice Cresci, CFP

Redwood City, CA
203 Redwood Shores Parkway
Suite 550
Redwood City, CA 94065

Main: 650-620-3040
Direct: 650-517-9548
Fax: 650-372-0813
clarin@teamhewins.com

Clari Nolet, CFP® , CDFA®

Clari has a passion for assisting women in transition. Whether going through a divorce or losing a spouse, having a trusted partner can make all the difference. She works closely with clients’ advisors, including, but not limited to family law attorneys, mediators, CPAs, and forensic CPAs. She assists women by providing a clear picture of their current situation and helps them organize and build their financial life by setting and supporting their goals as they reinvent themselves.

As a CERTIFIED FINANCIAL PLANNER™, Clari understands her fiduciary responsibility and provides the highest level of professional competence. Women in transition oftentimes need to make significant changes in all aspects of their lives, including finances. She 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 joining Team Hewins, Clari spent four years at Wealth Architects in Mountain View and 8 years at Opes Advisors in Palo Alto as a financial advisor assisting women in transition, giving seminars, and serving as an expert witness in divorce cases. Before changing her career to finance, she served in senior positions in the semiconductor industry. 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 BS in Chemistry.

In her free time, Clari enjoys tennis, cycling, and traveling abroad with her husband.

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Learn more about Clari’s insight on Financial Planning For Divorce – Click Here

 

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Best in State Advisors

Forbes Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes or SHOOK receive a fee in exchange for rankings. View Patrice’s full Forbes profile here.

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