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Clarity Wealth Advisors | Clarity Wealth Advisors

Define. Design. Achieve. We are dedicated to helping our clients. Reach and maintain financial independence. As an independent advisory firm. Our primary goal is providing objective advice and. Solutions that are only in the best interest of our clients. We strive to educate our clients on an ongoing basis. And to ensure that there is always clarity. Between their goals and the steps to achieve them. We welcome the opportunity to help you find financial clarity.

http://www.claritywealthadvisors.com/

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CONTACTS AT CLARITYWEALTHADVISORS.COM

John Westerlund

1330 M●●●●●●gah Rd

Ap●● A

Waln●●●●reek , California, 94596

United States

925-●●●●9827
jc●●●●●●●●●●@alum.berkeley.edu

View this contact

John Westerlund

1330 M●●●●●●gah Rd

Ap●● A

Waln●●●●reek , California, 94596

United States

925-●●●●9827
jc●●●●●●●●●●@alum.berkeley.edu

View this contact

John Westerlund

1330 M●●●●●●gah Rd

Ap●● A

Waln●●●●reek , California, 94596

United States

925-●●●●9827
jc●●●●●●●●●●@alum.berkeley.edu

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Define. Design. Achieve. We are dedicated to helping our clients. Reach and maintain financial independence. As an independent advisory firm. Our primary goal is providing objective advice and. Solutions that are only in the best interest of our clients. We strive to educate our clients on an ongoing basis. And to ensure that there is always clarity. Between their goals and the steps to achieve them. We welcome the opportunity to help you find financial clarity.
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Clarity Wealth Advisors | Clarity Wealth Advisors | claritywealthadvisors.com Reviews

https://claritywealthadvisors.com

Define. Design. Achieve. We are dedicated to helping our clients. Reach and maintain financial independence. As an independent advisory firm. Our primary goal is providing objective advice and. Solutions that are only in the best interest of our clients. We strive to educate our clients on an ongoing basis. And to ensure that there is always clarity. Between their goals and the steps to achieve them. We welcome the opportunity to help you find financial clarity.

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claritywealthadvisors.com claritywealthadvisors.com
1

Values | Clarity Wealth Advisors

http://claritywealthadvisors.com/about-us/core-principles

Providing unbiased, objective advice. 1 True integration of financial planning and investment management services. 2 Providing unbiased, objective advice and solutions specific to each client’s situation. 3 Empowering and educating our clients is of the utmost importance to us. 4 Exceptional ongoing service our clients’ needs and interests are our top priority. 5 Customization of clients’ portfolios to take into consideration outside holdings, values,. Attorneys, insurance agents).

2

Difference | Clarity Wealth Advisors

http://claritywealthadvisors.com/why-clarity/difference

Our services are meant to provide our clients with the peace of mind and self-assurance that comes with ongoing monitoring of their overall financial situation. We understand that managing wealth is complex and time consuming and we help to simplify those demands that come with affluence by providing our clients with a clear path as they pursue their financial goals and objectives. Silicon Valley Center, 2580 N. First Street, Suite 130, San Jose, CA 95131.

3

Asset Allocation | Clarity Wealth Advisors

http://claritywealthadvisors.com/our-services/investment-management/asset-allocation

There are three primary steps to the asset allocation process for our model portfolios:. 1 Create a strategic allocation for each portfolio objective. 2 Asset allocation shifts away from the strategic allocation when there are potential opportunities including:. When one asset class is extremely undervalued relative to competing asset classes. When cyclical or other factors do not significantly detract from the valuation story. Silicon Valley Center, 2580 N. First Street, Suite 130, San Jose, CA 95131.

4

Financial Planning | Clarity Wealth Advisors

http://claritywealthadvisors.com/our-services/financial-planning

A financial plan is the foundation for attaining one’s financial independence and the path towards achieving this is different for each person. Our disciplined approach starts by first learning about each client’s current financial situation, expectations, values, and goals. Through this process, 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. In the simplest ...

5

Our Team | Clarity Wealth Advisors

http://claritywealthadvisors.com/about-us/our-team

Parvin Manuchehri , CFP. Parvin received her CFP certification in 2002 and earned a Bachelor’s of Arts degree with a double major in Economics and Political Science from the University of California at Berkeley. She is a member of her local Rotary club and is currently serving on the Board there. Parvin was born and raised in the Bay Area and enjoys traveling, volunteering, reading, and spending time with her family and friends. Beverly is the Director of Operations at Clarity where she oversees the firm...

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Drug & Alcohol Detox Program. Drug & Alcohol Rehab. Non-12 Step Rehab Programs. Why Choose Clarity Way? What kind of drinker are you? Find Your Path to Recovery. The first step is yours. We'll help with the rest. Why Choose Clarity Way? Choosing the right inpatient treatment center for each person's unique needs is the first critical step in the journey toward long-term recovery from addiction and mental health disorders. Healing for the Whole Self. Discover a New Way. Call Now. In a long-term study by S...

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::: CLARITY WEALTH MANAGEMENT :::

Through our exclusive financial planning process, The Time of Your Life Program , Clarity Wealth Management has the unique ability to help you gain an entirely new understanding and sense of control over your financial situation;. In choosing to work with Clarity Wealth Management, you will:. Discover opportunities that exist in your plans today. Clarify a vision for your future, and the future of those people most important to you.

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Clarity Wealth Management

Welcome to Clarity. To Confidence. To a Better Way Forward. At Clarity Wealth Management, we're here to listen, engage, guide and inform you – as your advocate. We've structured our client experience accordingly, with clear process, seasoned expertise, and caring attention every step of the way. Understanding the Alternate Valuation Date. Executors can value the estate on the date of death, or on its six-month anniversary the Alternate Valuation Date.". The Cost of Procrastination. The uncertainties we f...

claritywealthadvisors.com claritywealthadvisors.com

Clarity Wealth Advisors | Clarity Wealth Advisors

Define. Design. Achieve. We are dedicated to helping our clients. Reach and maintain financial independence. As an independent advisory firm. Our primary goal is providing objective advice and. Solutions that are only in the best interest of our clients. We strive to educate our clients on an ongoing basis. And to ensure that there is always clarity. Between their goals and the steps to achieve them. We welcome the opportunity to help you find financial clarity.

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Sound Decisions for Financial Independence - Clarity Wealth Development

Focused Financial and Investment Planning. Kay Dee Cole, CFP. Todd Porterfield, CFP. How to Choose A Financial Advisor. Sound Decisions for Financial Independence. Financial Planning Services with Solutions. Clarity is a fee-only advisory firm, so you pay only a flat rate or hourly fee for services you don’t worry about our advice being influenced by transactions-based or commission fees. We have fiduciary duty to do what’s in your best interest. See our full list of services. Free Portfolio Risk Analysis.

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Search Engine Optimization (SEO). Internet, Intranet, or Extranet. Internet Marketing / SEO Packages. Traditional Web Design Packages. Growth Driven Design Packages. Crystal clear web design,. SEO, and internet marketing. Grow your business or cause with 100% organic inbound marketing. INTERNET MARKETING ORGANIC SEO WEB DESIGN. Web Design, SEO, Inbound Marketing Alameda, CA. Optimize for Search Engines. An amazing web site can’t do its magic unless people can find it! Rank Higher in Search Results. 8220;...

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The Earnest Workshop Branding and Collateral. Facebook Ad Campaign for Tauranga Car Loans. My Greengrocer Spring Facebook Campaign. Is your website ready for the ‘Mobile Friendly’ Google algorithm change? March 19, 2015. March 19, 2015. Clarity Web and Design were able to take my ideas for my website and make them a reality, giving me other options along the way. They helped me to understand how the website worked and the best way to utilise it. Working with Clarity Web and Design is a pleasure.

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Clarity Web Design :: web and internet specialist

Mobile: 07528 540 530. Email: enquiries@claritywebdesign.co.uk. What we can do for you. Clarity Web Design is a small web design company, based in Leeds, West Yorkshire. It provides web-solutions to small businesses throughout the North of England. Your website says a lot about you, your business and your aspirations, and so that's why we spend a good deal of time in getting to know you, and finding out about your business. We provide several additional services connected with Joomla! We take a different...

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