Lisa Weil (CFP®, MBA)

Lisa Weil focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • High Net Worth Client Needs
  • Hourly
  • Insurance Related Issues

Planning Specialties

Consumers face a daily flood of financial news and a confusing, unending array of financial products and jargon. There are as many opinions and products as there are pundits. The more time you spend trying to wade through it all, the further you may feel you are from what matters most: living your best life while making good decisions with your money.

Clarity Northwest Wealth Management, LLC is an independent, Fee-Only, financial planning firm located in Seattle. We do not manage money, sell products, or accept commissions. We provide advice-only, hourly financial planning. 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. Following her own experiences (and frustrations) as a client of the financial services industry, she pursued the training to become a CERTIFIED FINANCIAL PLANNER™ professional and started Clarity Northwest in 2013. Her passion now is in providing hourly financial planning, 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 visit our website at: www.claritynorthwest.com or contact us at lisa@claritynorthwest.com.

NAPFA Start Date

December 01, 2017

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This Office

4616 25th Ave NE, #335 Seattle, WA 98105 Phone: (206) 258-5305