Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clarissa? Claim Your ProfileClarissa Tawel is an investment advisor representative at Aldrich Wealth LP. Clarissa has been in the industry since August 2015 and is registered with the state of California. Clarissa has Series 65 license and has experience working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and charitable organizations. Clarissa Tawel provides financial planning, portfolio management for individuals, and portfolio management for businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
01/19/2023 - Present
Aldrich Wealth LP (Carlsbad CA)
IA
Issued 03/31/2018
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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