Highly qualified. Objective. Compassionate.
You’re more than numbers on a page.
Clarice takes a whole-person approach to your finances: you never feel that you’re only numbers on a page. Her in-depth exploration of how you think about money helps her understand what motivates you regarding your financial security. She evaluates how much risk you can take and what returns you need to be successful. Then she can make recommendations to move you towards your goals in a way that reflects your attitudes and values.
She also appreciates how overwhelming it can be to think about funding your retirement or college savings for your children. As she takes you through a step-by-step process of analyzing the issues and deciding on the most effective steps for you, you’ll discover her gift for making complicated topics easy to understand so that you can feel a sense of relief in knowing what’s possible for you.
Clarice’s story
Clarice was raised in Ventura county in a bi-lingual English-Spanish household: her mother was an immigrant from Mexico. Her two hard-working parents taught her the value of being honest, compassionate, consistent and dependable, as well as the importance of saving for the future.
Later she learned that “rich” is different from “wealthy”. Rich is simply having material possessions: that’s not enough to feel financially secure. Her goal is to help you increase your wealth, which allows you to provide for yourself, impact your community and touch future generations.
Now Clarice works with health care professionals, women in life transitions (retirees and widows), baby boomer couples, and successful business owners in the areas of financial independence, investment planning, risk management and employee benefits planning. She’s dedicated to helping women navigate the retirement landscape so that they can look forward to the comfort and dignity that comes from financial independence.
In 2004 Clarice graduated with a Bachelor’s in International Business and Finance from the University of San Francisco. In addition to being certified as a CFP®, Clarice is also a Chartered Retirement Planning Counselor. She has been in the financial services industry since 2004. She’s honored to serve with a company that lives by the motto, “Serve first, last and always.”
In her spare time
Away from the office, you can find Clarice volunteering at various community events, spending time with family and friends and enjoying outdoor activities. She is an active member of the Kiwanis Club of Oxnard, Provisors and the Oxnard Tennis Center.
Take the next step towards your financial goals
Call or email Clarice to set up a time for a Discovery Experience to talk about your current situation and your financial goals. Based on this discussion, you both decide if it’s a fit to work together.