Parvin Manuchehri, CFP® | Managing Partner

Parvin has been in the financial services industry since 1997. At Clarity, she is responsible for managing client relationships and is part of the firm’s investment committee. Parvin was previously a Managing Director of Wealth Management Services at YCMNET Advisors (now Destination Wealth Management), a registered investment advisor (RIA) in Walnut Creek and most recently, a partner with an independent advisory firm in San Ramon. She has also taught courses for the College for Financial Planning where she focused on areas such as retirement planning, income tax planning, and employee benefits.

Parvin received her CFP® certification in 2002 and earned a Bachelor’s of Arts degree with a double major in Economics and Political Science from the University of California at Berkeley.

She is a member of her local Rotary club and is currently serving on the Board there. Parvin was born and raised in the Bay Area and enjoys traveling, volunteering, reading, and spending time with her family and friends.

 

Milind Dalal | Managing Director

Milind is a Managing Director at Clarity Wealth Advisors and part of the firm’s investment committee. He has over 20 years of experience in the financial services industry advising both individuals and small businesses and helping them with their financial needs and objectives. Prior to joining Clarity, he was a senior advisor with Prudential Financial and also spent a few years in management where he helped hire and develop new advisors.

He earned a Bachelor’s degree in Commerce with an emphasis in Business and Accounting from the University of Mumbai (Bombay).

Milind is married with two daughters. Prior to moving to the United States in 1993, he lived in Mumbai, India where he was born and raised. Milind is fluent in Hindi and enjoys going back to India regularly. In his free time, he enjoys golfing, traveling, and spending time with family and friends.

 

Lili lam | associate planner

Lili is an Associate Planner at Clarity Wealth Advisors where she assists the advisor team with planning-related strategies for clients and collaborates with our strategic partners to ensure we remain in the forefront of our service offering.

Prior to joining Clarity, she worked at an advisory firm in Portland, Oregon for three years where she provided ongoing administrative and operational support to independent advisors throughout the U.S. Lili has been in the financial services industry since 2007.

She graduated from Portland State University with a B.S Degree in Business Management and is currently enrolled in the Financial Paraplanner Qualified Professional™ program through the College for Financial Planning.

Lili has spent most of her life in Portland and recently moved back to the Bay Area to pursue her career in financial planning. During her free time, she likes to adventure out with her dogs, spend time with her family, and travel.

 

Nga Nguyen | Senior Client Service Associate

Nga is a Senior Client Service Associate at Clarity Wealth Advisors where she provides ongoing administrative and planning support to the advisor team and works directly with clients for operation-related requests.

Prior to joining Clarity, she was a Client Service Manager for over 15 years at an investment advisory firm in San Jose. While there, she handled and processed client requests and also assisted her advisor with client-related communications and the overall operations of the firm.

Nga earned a B.S. in Business Administration specializing in Accounting from Cal State University, East Bay.

She was born in Vietnam and came to the United States at the age of one. In her free time, Nga enjoys relaxing at home and spending time with her family and pets.