Clari Nolet
CFP®, CDFA®
Team Hewins
Senior Financial Advisor
Clari Nolet
CFP®, CDFA®
Team Hewins
Senior Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Clari Nolet, CFP®, CDFA®
Fee-Only Financial Planner serving clients locally in the San Francisco Bay Area and virtually across the country.
Meet Clari Nolet
Clari Nolet, CFP®, CDFA®, Senior Financial Advisor with over 16 years of experience— I help my clients navigate their financial situation through comprehensive financial planning. I focus on helping my clients visualize the future impact of tradeoffs and decisions that need to be made so they can confidently move forward. Having experienced divorce and a successful career in the semiconductor industry shaped my viewpoint and gave me unique insight into midlife changes women experience. I graduated from Suffolk University's Sawyer School of Management with an MBA in Finance and St. Lawrence University with a B.S. in Chemistry. When I'm not working, I'm an avid tennis player and devote my time to environmental causes. Learn more about Clari Nolet...
Things to know:
- Complimentary consultation at the beginning of the process.
- We meet with clients on their terms - in the office or online.
- Our goal is to build long-term relationships with our clients by providing proactive, smart, and flexible services
- Each client is supported by a primary advisor and our client service team, so your day-to-day service issues can be handled with ease.
- We are 100% employee-owned (by 11 principals), with no outside investors or private equity.
- We seek to create a "one-stop-shop" experience, coordinating with your other professional advisors.
- The services we provide are most beneficial to clients with more complex financial needs; our minimum client size is $1 million in assets managed.
Clari Nolet is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
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Clari Nolet is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Clari Nolet
Office Locations:
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203 Redwood Shores Parkway
Suite 550
Redwood City, CA 94065 -
220 Montgomery Street
Suite 692
San Francisco, CA 94104