Clarissa Hobson (CFP®)

Clarissa Hobson focuses in the
following client markets or areas of practice:

  • Business Owners
  • Corporate Executives
  • High Net Worth Client Needs
  • Medical Professionals
  • Retirement Planning & Distribution Rules
  • Women's Financial Planning Issues

Planning Specialties

For more than three decades, our expertise in preparing comprehensive financial plans has distinguished our firm as one of the most competent in America! Today, financial planning continues to serve as the focus of everything we do. We examine each and every component of a client's financial life: Investments, taxes, estate planning, risk management, loans, credit rating, cash flows, business agreements, retirement plans, funding for special projects and all other factors that affect a client's family.

Additional Information

For nearly two decades, Clarissa R. Hobson, CFP® has helped clients achieve their financial goals, and particularly enjoys ensuring that her clients’ financial lives are organized and on track to meet their long-term objectives. As Transform Wealth’s Director of Financial Planning, Clarissa is responsible for establishing and maintaining the high financial planning standards for which the company is known. Recognized for her expertise in educating individuals on financial topics, she has been quoted in a number of national publications including The Wall Street Journal, The New York Times, Financial Planning Magazine, and Money Magazine, among others. She has also appeared multiple times on Wharton Business Radio’s Your Money program. Clarissa provides comprehensive financial planning and investment advisory services to Transform Wealth’s clients, following years of providing retirement and employee benefits guidance at the Principal Financial Group and AmSouth Bank.

Clarissa is a 2001 Magna Cum Laude graduate of the University of the South in Sewanee, TN. In her free time, she enjoys spending time with her husband Mike and daughter Charlotte (who is a competitive dancer and figure skater), wrangling her Bernese Mountain Dog Violet, volunteering at St. Timothy’s Episcopal Church, and striving to improve her high-altitude baking skills.

NAPFA Start Date

January 26, 2011

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This Office

675 Southpointe Ct Ste 102 Colorado Springs, CO 80906-3887 Phone: (719) 579-8000 Fax: (719) 579-8010

Other Offices

6400 S Fiddlers Green Circle Plaza Tower One Greenwood Village, CO 80111-4950 Phone: (303) 741-2560