Clarissa Alesevich
FPQP®™
Schultz Financial Group, Inc.
Associate Wealth Manager
Clarissa Alesevich
FPQP®™
Schultz Financial Group, Inc.
Associate Wealth Manager
We provide insight and solutions to inspire people to take action so that they can lead fulfilled lives. - Clarissa Alesevich, FPQP®™
Fee-Only financial planner located in Reno, NV, serving clients locally and across the country
Clarissa Alesevich is an Associate Wealth Manager with Schultz Financial Group, Inc., a Reno, NV financial planning and wealth management firm. Schultz Financial Group, Inc. provides wealth management, investment management, and legacy planning to help high-net-worth families and individuals organize, grow and protect their assets through life’s transitions. Schultz Financial Group's clients typically have a net worth of $2 million or more. As a fee-only, fiduciary, and independent financial advisor, Clarissa Alesevich is never paid a commission of any kind, and has a legal obligation to provide unbiased financial advice.
Clarissa Alesevich earned her Bachelor of Science degree in Finance from the University of Nevada, Reno and is a long-tenured member of the SFG team since 1998. She is a Financial Paraplanner Qualified Professional™ and assists in the development and implementation of financial planning recommendations as well as portfolio accounting and management.
Clarissa was born in Oakland, CA and raised in Reno, NV with her younger brother and older sister.
She has served the community as Treasurer of a local non-profit arts foundation and does Photography as a hobby (some of her photos are included in her personal art gallery below). She enjoys music, movies, yoga, trail running, travel, and outdoor activities with her daughter, her fiancé George, and their Silver Labrador, Ruby.
Education
Bachelor of Science - Finance
FPQP™
Clarissa Alesevich 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.
Schultz Financial Group Inc. (SFG) is a wealth management firm located in Reno, NV. Our approach to wealth management is different from many other wealth managers, financial advisors, and financial planners. Our team of fee-only fiduciaries strives to help our clients build their wealth across four capitals: Financial Matters, Physical Well-being, Psychological Space, and Intellectual Engagement. We provide family office and wealth management services to clients located in Nevada, California, and other states. If you’d like more information, please visit our website or reach out to us via our contact page.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Financial Planning
- Tax Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Entrepreneurs
- Professionals (e.g., Doctors, Lawyers)
- Corporate Executives
- University Professors & Administrators
Working Together
- Virtual Meetings
- In-Office Meetings
- Complimentary Initial Consultation
- Clearly Defined Fees
- No Product Sales
Professional Designations & Affiliations
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Clarissa Alesevich is a NAPFA Associate MemberThe 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.
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Clarissa Alesevich is a Financial Paraplanner Qualified Professional™ (FPQP™)
Individuals who hold the FPQPTM designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Contact Clarissa Alesevich
Office Locations:
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5190 Neil Road
Suite 450
Reno, NV 89502
