Financial Advisor
Clari Nolet, CDFATM
Financial Advisor
cnolet@opesadvisors.com · 650.319.1626
Clari Nolet brings extensive business and personal experience to assist women and women in transition. She works with a team of investment professionals, including a Chartered Financial AnalystŪ and a Certified Financial Planner™, to put together financial strategies to help her clients achieve their objectives.
While working with many clients with varied objectives and concerns, Clari specializes in helping women and women in transition. Having experienced a divorce herself, Clari understands firsthand the tremendous stress and financial concerns that need to be handled during this time. Leaning on her personal experience and investment industry knowledge, Clari helps divorcing women understand all aspects of their financial situation to ensure that decisions made in the near term do not have negative long term consequences.
Before joining Opes Advisors, Ms. Nolet enjoyed twenty successful years holding senior management positions in sales, marketing and product development for Silicon Valley Fortune 100 companies and venture backed start-up firms. Clari has extensive experience in finance and real estate investments. She utilizes this expertise to advise and guide her clients on their immediate financial needs and to provide solutions to support their short and long term financial goals.
Clari is a member of the Silicon Valley Financial Planning Forum, the Los Altos Rotary Club and the Forum for Women Entrepreneurs and Executives. She is also on the boards of Partners for New Generations and the Los Altos Citizens Advisory Committee for Finance. Clari holds a Masters in Business Administration, with an emphasis in Finance, from Suffolk University in Boston and a Bachelor of Science degree in Chemistry from St. Lawrence University in New York.
Clari lives in Los Altos with her family.
Wealth Management
Your goals to maintain your lifestyle, provide for your family's education, retire comfortably, and leave a legacy are affected by how you manage all aspects of your finances.
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Mortgage Services
When financing a home, Opes clients have a wealth management team working for them – at no more cost than obtaining a mortgage from a conventional firm.
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