Clarity Northwest Wealth Management, LLC is an independent, Fee-Only financial planning firm located in Seattle. We don't sell products or accept commissions. Our goal is to serve as your first, best advocate, helping you navigate the essential details of your financial life while keeping an eye on the larger picture.
Lisa Weil is the Principal and founding member of Clarity Northwest. Her education and credentials include:
- CERTIFIED FINANCIAL PLANNER™ certificant
- MBA, Harvard Business School
- BA, Durant Scholar, Phi Beta Kappa, Wellesley College
- Member, Garrett Planning Network
- Member, National Association of Personal Financial Advisors (NAPFA)
Lisa has over 14 years' experience in market strategy and business planning working for companies like IBM and Microsoft . She pursued the education and training to become a CERTIFIED FINANCIAL PLANNER™ professional and started Clarity Northwest following her own experiences (and frustrations) as a client of the financial services industry. Her passion now is in helping individuals and families sift through the noise and cut through the complexity to strategize, plan, and achieve their life goals.
To learn more, we invite you to explore the Clarity Northwest website at: www.claritynorthwest.com or contact us at firstname.lastname@example.org.