Aldrich Wealth
Clarissa Tawel is a seasoned professional with extensive experience in client services and operations management within the financial sector. Currently serving as a Senior Client Services Specialist within the Family Office at Aldrich Wealth since January 2023, Clarissa previously held the position of Senior Operations Manager at tru Independence from April 2022 to October 2022. Prior roles include Vice President, Relationship Manager and Head of Operations at Strategy Asset Managers, LLC. from August 2016 to November 2021, as well as various relationship management positions at the same firm. Clarissa's earlier career includes experience in client relations at KBKG and coordination at The Pasadena Conservatory of Music. Clarissa holds a Bachelor of Arts in Psychology from Westmont College, earned in 2014.
Aldrich Wealth
We understand modern-day wealth management. In a global economy, in a time marked by economic complexity, we help our clients protect and grow their financial assets for tomorrow, by enabling them to make smart financial decisions today. Aldrich Wealth is a dynamic, fast-growing, and established independent wealth management firm at the forefront of the industry, and was founded in 1998. As a wealth management firm that provides a broad array of financial services to high-net-worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions, and manage over $4.5 billion in assets under management.