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 earliest adopters of financial planning, profoundly impacting our clients' financial wellbeing. 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.