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.
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.
Vali Nasr
CEO |
Mark Roth
President |
Maureen Maloney
Chief Compliance Officer |
Scott Klaassen
Chief Operations Officer |
Andrew Tang
EVP, Chief Invest Strategist |
Roxanna M. Guinan
Sr. VP, Business Dev. |
Tracy Kinder
VP, Operations |
Amanda Nguyen
VP, Admin/HR Director |
Michael D. Wall
EVP, High Net Worth Division |
Howard Hill
Managing Dir, Due Diligence |
Frank Stanley, CFP®
CERT. FINANCIAL PLANNER™ |
Hans Winkler, CFP®
CERT. FINANCIAL PLANNER™ |
We believe in transparency. Click here for a full description of Claraphi's qualifications and business practices.
