Clarity Northwest Wealth Management, LLC
A Fee-Only, advice-only, hourly financial planner located in Seattle, WA
Meet Lisa Weil
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, hourly financial planning firm located in Seattle. We provide hourly advice-only financial planning. We do not manage money, sell products, or accept commissions.
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, 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. In 2013, inspired by Sheryl Garrett's vision to bring competent, objective advice and hourly financial planning to people from all walks of life, Lisa founded and launched Clarity Northwest. Her passion now is in providing Fee Only hourly financial planning, helping individuals and families sift through the noise and cut through the complexity to strategize, plan, and achieve their life goals.
Lisa Weil 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
Lisa Weil 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 Lisa Weil
2417 25th Ave E
Seattle, WA 98112