Clarity Wealth Strategies was founded in 2020 when Charlie and Dana joined LPL Financial. They have both been in the industry since 1994 and worked with 2 other companies in the past, but their partnership with LPL Financial allows them to best serve their clients and work by their philosophy to always do the right thing with the utmost integrity.
Our firm works with individual clients and businesses, offering them a full range of investment and financial planning services, with a focus on investment, estate, and retirement planning. We work collaboratively with estate attorneys and CPAs, as well as individual clients and businesses so that we can focus on your finances.
We aim to create strong relationships with our clients that are built on a foundation of trust. We believe that transparency is the key ingredient to building trust, and we emphasize honesty and integrity in our work, and we genuinely want to see you succeed with whatever your goals are because we care about you.
Wealth Management Advisor, Managing Director
As a wealth management advisor, I have the great fortune to work closely with so many great people every day and my motivation comes from knowing I have the ability to help them and their families. I enjoy teaching people about investing. It is great to watch people's money grow so they can pursue some of their dreams and live confidently in retirement.
I was born in Encino, CA, and grew up in Glendale. I remember spending lots of time outside playing with friends, riding bikes, and hiking in the hills around our house. I stayed in California as I pursued my education, attending the University of Southern California for my bachelor’s degree and Woodbury University for my Master’s of Business in Finance.
Now, I live in Coeur d'Alene, ID, with my wife and business partner, Dana. We have two children, Alyssa and Joey, and they drive me to be a better person. My family and I love being outdoors together. My favorite passion is Scuba Diving, but I enjoy riding my ATV, boating, hiking, and biking as well. As long as I am with my family, any activity is special to me.
I have always had a special place in my heart for the scouts. I am a proud member of the Eagles and Elks clubs and on the troop committee of Boy Scouts Troop 202. My son, Joey, who has been a scout since 1st grade, is now a senior in high school nearing completion of being an eagle scout. I enjoy the Elks and Eagles because they are a great way to meet people in the community and they also lead many local charitable events that I enjoy participating in.
As a financial advisor, with 28 years of experience, I manage investment portfolios, we do comprehensive financial planning, retirement planning, college planning, wealth accumulation planning.
I can't imagine doing anything else because I love working with our clients and helping them pursue their financial goals. Our clients become friends and extended family. My job is all about client service. Always being honest, trustworthy, and having the highest integrity. My motto is that "God takes care of those, who take care of others", the Golden Rule "Treat others the way you want to be treated" and "Pay it forward and help others in need".
I grew up in California and stayed there to attend California State Polytechnical University - Pomona for my bachelor’s degree in Finance, Real Estate, and Law, and my associate’s degree in Business from Chaffey College. I also earned my master's degree in Financial Planning from the College of Financial Planning. In 2003, I married Charlie and we began our family together. We moved to Coeur d'Alene, Idaho in 2008 where we raised our children, Joey and Alyssa. We have a great quality of life here in North Idaho. We love the summers for boating on the lake. We are very involved in many charitable nonprofits in our community.
We have a passion to travel the world and our family loves to go scuba diving in the Caribbean. When we are not traveling we spend time on our pontoon boat out on the many lakes nearby us. I am proud of my family’s community involvement, as well. We are very involved with Idaho Youth Ranch nonprofit agency and Genesis Preparatory Academy High School and volunteer at charity events in our community.