“Getting to know my clients and understanding their financial dreams and fears is the most important step in my process.”

Meet Clarissa Krinsky – from MD to CFP

Certified Financial Planner™ (CFP®) 

Certificant Licenses: Series 7, Series 66,

Series 24,

New Mexico Medical License

Designations

Memberships

Garrett Planning Network 

UNM School of Medicine – volunteer faculty

NM State Medical Society

Community Involvement

All Faiths – Chair, Board of Directors

La Tierra Sagrada Society - Board Member

Manzano Day School – Development Committee, Co-Chair, Annual Fund

®

“Getting to know my clients and understanding their financial dreams and fears is the most important step in my process.”

I took the long road – all the way through medical school and medical practice – to become a Certified Financial Planner™ (CFP®). That experience makes me uniquely qualified to help people at all stages of life with their finances. I’m great at distilling complex data into information people can use to make important life decisions. I’m compassionate. A good listener. And a big believer in the importance of financial literacy. 

After graduating from the University of San Diego with a degree in biology, I earned my medical degree from the University of New Mexico (UNM) and completed a residency in anatomic and clinical pathology. After medical school, I conducted research, joined the faculty of UNM’s Department of Pathology, taught and mentored medical students, and worked in healthcare finance. While I enjoyed all of my roles in medicine, I realized my true passions were education, business, and administration. When the opportunity to combine both of those interests as an investment advisor arrived, I jumped at the chance. 

I earned my financial planning and insurance licenses and worked for several years at a large investment bank providing financial planning and portfolio management services to hundreds of clients around New Mexico. 

But I wanted to work independently and focus on financial literacy. So I started ClariFinancial so I could offer fee-only financial planning to people around New Mexico. It’s a different model – one that emphasizes advice and planning, not selling products or how much money you have to invest. And it works for everyone, regardless of their financial status or stage in life. To the fee-only model, I add my focus on education and mentoring and the ability to customize services to meet each client’s needs. 

505 554 2329 

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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP®(with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 Disclosure: ClariFinancial  (“RIA Firm”) is a registered investment adviser located in Albuquerque, NM.  ClariFinancial may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. ClariFinancial’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of ClariFinancial’s web site on the Internet should not be construed by any consumer and/or prospective client as ClariFinancial’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by ClariFinancial with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of ClariFinancial, please contact the state securities regulators for those states in which ClariFinancial maintains a registration filing. A copy of ClariFinancial’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from ClariFinancial upon written request. ClariFinancial does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to ClariFinancial’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
This website and information are provided for guidance and information purposes only.  Investments involve risk and unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy.  This website and information are not intended to provide investment, tax, or legal advice.

 

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ClariFinancial, LLC    1718 Central Ave SW, Suite C    Albuquerque, NM 87104    505 554 2329    Map

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