Clarice Nolet, financial advisor Redwood City CA

Clarice Nolet

CRD Number: 5514836
Current Firm: Team Hewins, LLC

Clarice Nolet (CRD# 5514836) is an Investment Advisor Representative working at Team Hewins, LLC in Redwood City, CA and has over 15 years of experience in the finance industry. Clarice Nolet has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Team Hewins, LLC Redwood City, CA Aug 2019 - Current 4
Sabbatical Los Altos, CA Feb 2018 - Jul 2019 1
Wealth Architects, LLC Mountain View, CA Jan 2014 - Jan 2018 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2008
Contact Info for Clarice M. Nolet
Phone Number: 650-620-3040
Firm Website: https://teamhewins.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,502
    MILLIONS
  • Total Number of Accounts
    1,729
    ACCOUNTS
  • Average Account Value
    $1,446,993
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, IL, NY, OR, TX, WA, WI

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