Parvin
Manuchehri
Clarity Wealth Advisors
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About this Advisor
Parvin Manuchehri is a financial advisor based in San Jose, California, working with Clarity Wealth Advisors. Parvin has previously held a position at Clarity Wealth Advisors, LLC. Parvin has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Louisiana, and Texas. Currently, Parvin is part of Clarity Wealth Advisors, which operates out of San Jose, California. The firm has 4 employees and manages assets totaling $478.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Clarity Wealth Advisors includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Clarity Wealth Advisors Brokerage Details
$478,899,915
4
1,192
$401,762
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
Clarity Wealth Advisors, LLC
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
San Jose, CA
San Jose, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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