Clari Nolet (CFP®)

Clari Nolet focuses in the
following client markets or areas of practice:

  • AUM
  • Baby Boomers
  • Business Owners
  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning

Planning Specialties

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 finances. 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.

Prior to joining Team Hewins, Clari spent four years at Wealth Architects in Mountain View and 8 years at Opes Advisors in Palo Alto as a financial advisor assisting women in transition, giving seminars, and serving as an expert witness in divorce cases. Before changing her career to finance, she served in senior positions in the semiconductor industry.

Additional Information

At Team Hewins, your financial wellbeing comes first. As fee-only financial advisors, we work side by side with you to ease the process of financial planning. Our Smart Life Planning Process serves as the foundation to our integrated and personalized approach to financial planning and investing. We look at the "big picture" elements of your financial life, while getting to know you and your goals along the way.

From there, we lead coordinated financial teams that free up your time and emotional bandwidth. Our advisors take a proactive role in reaching out to you and your existing support teams, such as CPAs and attorneys. We focus on your goals, and we work with you to help you realize them. So whatever direction you choose for your financial future, aim high - we'll help you get there.

NAPFA Start Date

September 22, 2020

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This Office

220 Montgomery St Suite 692 San Francisco, CA 94104-3402 Phone: (833) 439-4678

Other Offices

203 Redwood Shores Pkwy Suite 550 Redwood City, CA 94065-6101 Phone: (833) 439-4678