General Info

Clarity Financial Management is a financial planning firm that has been serving clients in the San Jose area for over 20 years. The firm offers a wide range of financial services, including portfolio management, retirement planning, risk management, estate planning, life insurance, and financial education. Clarity Financial Management is committed to helping its clients achieve their financial goals. The firm's experienced and knowledgeable team of financial advisors will work with you to develop a personalized financial plan that meets your specific needs and objectives. Clarity Financial Management is a trusted advisor to many of the San Jose area's most successful businesses and families.