A complete list of active advisors currently associated with Clarity Financial

Warmer can help you find a great advisor at Clarity Financial or one who fits your needs even better.

Clarity Financial provides financial planning services to individuals and high‑net‑worth individuals through comprehensive financial plans, one‑time consultations, and hourly engagements that address retirement planning, cash‑flow and debt management, estate planning, business planning, and equity compensation. The principal also offers tax preparation as a separate activity distinct from the advisory services. Unlike many independent advisers, Clarity Financial does not provide ongoing investment management and therefore does not custody or trade client accounts; when performing investment analysis the firm relies on modern portfolio theory and generally recommends passive, low‑turnover portfolios for clients to implement with a custodian of their choice. The firm’s advisory work is billed on fixed‑fee, one‑time, or hourly bases rather than as a percentage of assets and it does not accept performance‑based compensation. Notable aspects of the practice include the principal’s dual CFP® and Enrolled Agent credentials and explicit experience advising on equity compensation (RSUs, ISOs, NQSOs, ESPPs) and tax implications, and comprehensive planning engagements include up to six months of implementation support. Clarity Financial also discloses no related‑party affiliations, does not participate in wrap programs, and states it receives no third‑party or referral compensation.

To learn more about the advisors currently working at Clarity Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Heather Liston	San Francisco, CA	9

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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