What departments does Clarity Wealth Advisors have?

Clarity Wealth Advisors has employees across 3 departments including Operations, Finance, Analytics.

What is the largest department at Clarity Wealth Advisors?

The largest department at Clarity Wealth Advisors is Operations with 3 employees.

Where are Clarity Wealth Advisors employees located globally?

Clarity Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Clarity Wealth Advisors's team size changed over time?

Clarity Wealth Advisors's team has decreased from approximately 7 to 6 employees based on available data.

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Clarity Wealth Advisors Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

Clarity Wealth Advisors is a independent wealth advisory firm operating in the investment management sector. Based in San Jose, California, the firm offers a holistic approach to investment management and financial planning, with an emphasis on helping clients achieve and maintain financial independence through ongoing education and clear alignment between goals and action steps.

Clarity Wealth Advisors Global Highlights

North America
19

United States Of America
19

Clarity Wealth Advisors's Leadership

A. P.
Founder | Wealth Management Advisor
Mobile Phone
Email
J. C.
Founder, Managing Partner, Financial Planner
Mobile Phone
Email
M. O.
Director Of Operations
Mobile Phone
Email
A. P.
Director Of Insurance Operations
Mobile Phone
Email
M. D.
Managing Director
Mobile Phone
Email
J. S.
Client Experience Manager
Mobile Phone
Email
N. N.
Senior Client Service Associate
Mobile Phone
Email
C. L.
Principal
Mobile Phone
Email

Clarity Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other
Finance

Contact profiles from Clarity Wealth Advisors

Name

Title

Contact Info

Location

Last Update

J. C.
Founder, Managing Partner, Financial Planner
Mobile Phone
Email
United StatesMassachusetts
Feb 17, 2026
L. M.
Partner | Lead Advisor | Director Of Planning & Investments
Mobile Phone
Email
United StatesIowa
Jun 27, 2026
G. M.
Strategic Development & Marketing Associate
Mobile Phone
Email
United StatesArkansas
Apr 13, 2026

Frequently Asked Questions

What is Clarity Wealth Advisors known for?

Clarity Wealth Advisors was founded in 2011 operates in the Investment Management industry. The company's main headquarters is located in 2160 The Alameda Suite a San Jose, California 95126 United States; you can contact the main corporate office by phone at

+1-925-242-****

. Explore Clarity Wealth Advisors's company overview page for more information.

What is Clarity Wealth Advisors's most common email format?

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

How many employees does Clarity Wealth Advisors have currently?

Clarity Wealth Advisors has approximately 5 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are Clarity Wealth Advisors's key employees and leadership?

As of June 2026, Clarity Wealth Advisors's key employees include:

Founder | Wealth Management Advisor: A. P.
Founder, Managing Partner, Financial Planner: J. C.
Director Of Operations: M. O.
Director Of Insurance Operations: A. P.
Managing Director: M. D.

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Clarity Wealth Advisors Employee Directory

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