ClaraPHI Employee Directory

Q: What is ClaraPHI known for?

ClaraPHI operates in the Financial Services industry.

Q: How many employees does ClaraPHI have currently?

ClaraPHI has approximately 22 employees.

Financial ServicesWashington, United States11-50 Employees

ClaraPHIi Advisory Network is a registered investment adviser simplifying and lowering the cost of responsible asset management for individuals, institutions and financial services professionals.  The company's principals are:

Vali Nasr--Chief Executive Officer
Mark Roth--President, General Counsel
Andrew Tang--Executive Vice President, Wealth Mgmt. Strategies

ClaraPHI’s principals and advisors have significant relevant and direct experience with investment management programs. We bring real value through 100 years of combined expertise in investment products, systems and tools.  Our goal at ClaraPHI is to provide world-class tools and resources to investors and advisors.

Find ClaraPHI employees' phone numbers or email addresses

ClaraPHI Global Highlights

North America
13

United States Of America
13

ClaraPHI's Leadership

H. L. D.
Registered Investment Advisor
Mobile Phone
Email
C. S.
Financial Advisor
Mobile Phone
Email
H. W.
Certified Financial Certificant Planner
Mobile Phone
Email
H. K.
Independent Advisor Representative
Mobile Phone
Email
R. F.
Advisor
Mobile Phone
Email

Contact profiles from ClaraPHI

Name

Title

Contact Info

Location

Last Update

H. L. D.
Registered Investment Advisor
Mobile Phone
Email
United States
Aug 12, 2025
C. S.
Financial Advisor
Mobile Phone
Email
Apr 25, 2025
H. W.
Certified Financial Certificant Planner
Mobile Phone
Email
United StatesNew York
Oct 23, 2024
H. K.
Independent Advisor Representative
Mobile Phone
Email
United StatesFlorida
Oct 23, 2024
R. F.
Advisor
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is ClaraPHI known for?

ClaraPHI operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-206-310-****

. Explore ClaraPHI's company overview page for more information.

What is ClaraPHI's most common email format?

ClaraPHI employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more ClaraPHI email formats with LeadIQ.

How many employees does ClaraPHI have currently?

ClaraPHI has approximately 22 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are ClaraPHI's key employees and leadership?

As of December 2025, ClaraPHI's key employees include:

Registered Investment Advisor: H. L. D.
Financial Advisor: C. S.
Certified Financial Certificant Planner: H. W.
Independent Advisor Representative: H. K.
Advisor: R. F.

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