Parvin Manuchehri, CFP® | Managing Partner
At Clarity Wealth Advisors, Parvin is responsible for managing client relationships and is part of the firm’s investment committee. She previously was 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.
Parvin started Clarity Wealth Advisors in 2011 and has been in the financial services industry since 1997. 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 Rotarian currently serving on Club’s Foundation Board helping with their investments and strategic planning projects. She is also on the Board for Eric’s Corner as their Treasurer and a member of the Investment Committee for the Women’s Building in SF.
Parvin was born and raised in the Bay Area and enjoys traveling, volunteering, reading, and spending time with family and friends.
Milind P. 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 in 2013, 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.
NGA NGUYEN I 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 family and pets.
carissa yen I Operations and Planning Associate
As an Operations and Planning Associate at Clarity Wealth Advisors, Carissa 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. In addition, she works with the operations team handling service-related items, interfacing with clients, and providing in-house technical support,. She also aspires to streamline and update processes for stronger firm development.
Prior to joining Clarity, Carissa worked as a guest lecturer at Universitas Alma Ata in Indonesia.
She was born and raised in the Bay Area and graduated from the University of California, Santa Cruz, which fit her love of learning and nature. While there, Carissa earned a B.A. in Anthropology with a Minor in Education.
In her free time, she enjoys traveling, hiking, and finding the best places and recipes to eat.
TIA LOVELL I Operations Associate
Tia is an Operations Associate at Clarity Wealth Advisors, where she provides ongoing administrative support to the advisor team assisting them with projects, research, and other service-related items.
She recently interned for an endowment and a bank in Hawaii and aspires to be a financial planner.
Tia was born in the Bay Area but moved to Kaneohe, Hawaii at age three. She moved back to the Bay Area to attend college at Santa Clara University (SCU) where she is studying Finance, Economics, and Women and Gender Studies and plans to graduate in March 2020. She is currently serving as the Community Service co-chair of the Hawaii Club at SCU and a Women-in-Business mentor for the 2019-2020 academic year.