Parvin
Manuchehri

Clarity Wealth Advisors

CRD#2896681
Investment Advisor
in San Jose, CA

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About this Advisor

Parvin Manuchehri is a certified financial planner based in San Jose, California with 12 years of relevant experience. Manuchehri is currently employed by Clarity Wealth Advisors. They have spent their whole time as a financial advisor at Clarity Wealth Advisors. Manuchehri has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to operate in California, Louisiana and Texas. Clarity Wealth Advisors is a registered investment firm that has its headquarters in San Jose, CA. It administers $404 million in total assets between its 1,235 client accounts, placing it among the larger firms in the country by assets under management. Of its 1,235 accounts, 79% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services are offered. However, fees charged by Clarity Wealth Advisors may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

2160 The Alameda Suite A
San Jose, CA 95126

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Clarity Wealth Advisors Brokerage Details

Total Assets Under Management

$403,699,675

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

1,235

CA Average: 3,727
Average Account Size

$326,882

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Parvin Manuchehri Work History

Parvin has been registered as a financial advisor for 12 years.*

2011 - Present (13 years)

Clarity Wealth Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Parvin Manuchehri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Clarity Wealth Advisors

Parvin Manuchehri
San Jose, CA
Milind Dalal
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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