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Clarissa C
Series 63, Series 65
Kirkland, WA
Private Asset Management Inc
Clarissa Candelario is a financial advisor with Private Asset Management Inc in Kirkland, WA, holding Series 63 and Series 65 credentials and 19 years of industry experience. Her prior roles include positions at Fidelity Investments, The Retirement Solution Inc., HighTower Advisors LLC, Coldstream Wealth Management, and Ameriprise Financial Services, Inc. Private Asset Management Inc provides wealth management and investment consulting to individuals, high-net-worth families, and charitable foundations, offering customized portfolio construction across multiple asset classes and regular, bound quarterly reporting with market-overview letters. The firm also facilitates direct and pooled real estate investments and supports clients with educational resources, hourly advisory engagements, and specialized services such as retirement-plan rollovers and tax-report preparation.
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