Clari Nolet, CFP®, CDFA®

Senior Financial Advisor at Team Hewins
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Bio

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 financial. 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.

Recent Quotes
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  • The CDFA designation has been useful. It was the first credential specific to divorce and the only divorce-specific coursework at the time. It requires that you take continuing education credits specific to divorce on a regular basis to stay abreast of divorce-specific planning topics. It isn't as valuable as the CFP, but in addition to the CFP, it is great. For seminars and getting quoted it also puts me in front of others, regarding divorce as a subject matter.

    1 May 2021
Employment
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