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about us

MISSION

​Our Mission at ClaraPHI is to assemble a team that believes in contributing to investment education. We provide meaningful and relevant advice, and through prudent investing, work to improve our clients’ financial future.

we're unique

ClaraPHI is one of the few truly independent firms. We focus on recruiting only the most successful financial professionals. By keeping the bar high, we know our advisors have the discipline, experience, and training to develop and grow their investors’ assets. We don’t have to dictate how the advisor should sell or what they should sell. Instead we concentrate on bringing sophisticated tools and resources to investors and their advisors.

ClaraPHI’s principals and advisors have significant relevant and direct experience with investment management programs. We bring real value through 25 years of expertise in investment products, systems and tools to best help monitor the products and markets, and reporting mechanisms to evaluate results. Our goal here at ClaraPHI is to become one of the nation’s premier firms providing world-class tools and resources to investors and advisors.

meet our team

Learn more about our people by clicking on each image to bring up a short biography.
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Vali Nasr
CEO
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 Mark Roth
President & General Counsel
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Maureen Maloney
Chief Compliance Officer
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Scott Klaassen
Chief Operations Officer

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Andrew Tang
Exec. Vice President
Chief Investment Strategist
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Roxanna M. Guinan
Sr. Vice President
Business Development
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Tracy Kinder
Vice President
​Operations
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Amanda Nguyen
Vice President, Admin
​HR Director

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Michael D. Wall
Exec. Vice President
High Net Worth Division
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Howard Hill
Managing Director
Institutional Business Dev.
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Frank Stanley, ​CFP​®
CERTIFIED
FINANCIAL PLANNER™
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Hans Winkler, ​CFP​®
CERTIFIED
FINANCIAL PLANNER​™

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Yasar Unal
Compliance Analyst

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Flora Li
Portfolio Analyst

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Allen Peysakhovich
Assist. Portfolio Analyst

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Afsoon Danesh
Marketing Associate
Executive Assistant

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Nina Amini
Office Administrator
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Fallon "Chloe" Guinan
Administrative Assistant

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Isabel Bassi
Operations Associate
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Michael Vitullo
Operations Associate

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Claraphi Advisory Network, LLC 
​MAIN OFFICE
120 Vantis Drive, Suite 585
Aliso Viejo, CA 92656 / (949) 215-0025

Claraphi Advisory Network, LLC is an SEC Registered Investment Advisor  © 2019 All Rights Reserved
PRIVACY POLICY​
​DISCLOSURE
Website by Jeff Allen
  • Home
  • About Us
  • How We Work
  • Investor Education
  • Locate an Advisor
  • Contact Us
  • ACCOUNT LOGIN