As a Planner, Clare works closely with our Lead Advisors focusing on financial planning and portfolio management. Before her transition to Planner, Clare was a Client Service Associate and an Associate Planner at CPWM where she supported operational and administrative needs of our clients. Prior to joining CPWM, Clare worked at Northwestern Mutual as a Financial Representative Associate. Clare holds the Series 65 license.
Clare is a California native and graduated from the University of Washington with a bachelor’s in communication and psychology. In her free time, Clare enjoys being active outdoors, baking and spending time with family and friends.
“Grant me the serenity to accept the things I cannot change; courage to change the things I can; and wisdom to know the difference.”