Parvin Manuchehri has been Managing Member / Chief Compliance Officer of Clarity Wealth Advisors since May 2011, is a control person of the firm and directly owns 75% or more of it. Parvin Manuchehri holds a Bachelor of Arts in Economics and Political Science (double major) from the University of California, Berkeley.
Clarity Wealth Advisors, LLC is a San Jose, CA firm with $733M under management, 342 clients and 2 advisers in one office, as of its September 2026 filing.
Parvin Manuchehri is Managing Partner of Clarity Wealth Advisors and is responsible for managing client relationships. She started Clarity Wealth Advisors in 2011 and has been in the financial services industry since 1997. She was previously Managing Director of Wealth Management Services at YCMNET Advisors (now Destination Wealth Management) and has taught courses for the College for Financial Planning on retirement planning, income tax planning and employee benefits.
Parvin Manuchehri’s longest registration is the current one, 15 years at Clarity Wealth Advisors since 2011. Before joining Clarity Wealth Advisors in 2011, Parvin Manuchehri was registered through Consilium Wealth Management and Lexington Investment Counsel.
- Clarity Wealth AdvisorsCurrent– present · 15 yearsSan Jose, CA · Adviser representative · Firm CRD 157913
- Consilium Wealth Management– · under a yearAn Ramon, CA · Adviser representative · Firm CRD 155343
- Lexington Investment Counsel– · under a yearPleasant Hill, CA · Adviser representative · Firm CRD 127618
- Ycmnet Advisors– · 7 yearsWalnut Creek, CA · Adviser representative · Firm CRD 110365
- Merrill Lynch Pierce Fenner & Smith Inc.– · 1 yearFremont, CA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Clarity Wealth Advisors
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Parvin Manuchehri is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from July 2011; the most recent is Texas, in August 2013.
- CaliforniaSince 6 July 2011
- LouisianaSince 17 May 2012
- TexasResidentSince 17 August 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 16 July 1998 |
| Series 65 | Uniform Investment Adviser Law Examination | 4 May 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 19 June 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 19 June 1997 |
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- CRD
- 2896681
- Firm
- Clarity Wealth Advisors · CRD 157913
- Role
- Managing Member / Chief Compliance Officer
- Office
- 2160 THE ALAMEDA, SUITE A, San Jose, CA 95126
- Registration
- Investment adviser registration
- In the industry since
- February 2001
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- claritywealthadvisors.com
Where does Parvin Manuchehri work?
Parvin Manuchehri has been Managing Member / Chief Compliance Officer of Clarity Wealth Advisors, LLC since May 2011, and is a control person of the firm.
Is Parvin Manuchehri a financial advisor?
Yes. Parvin Manuchehri has a current investment-adviser registration in California, Louisiana and Texas, through Clarity Wealth Advisors since July 2011.
How many years of experience does Parvin Manuchehri have?
Parvin Manuchehri has 25 years in the financial industry, since February 2001, across 5 adviser firms.
What exams has Parvin Manuchehri passed?
Parvin Manuchehri has passed 4 licensing exams: the Series 63, Series 6, Series 65 and Series 7. The earliest, the Series 63, was passed in June 1997.
Where did Parvin Manuchehri work before Clarity Wealth Advisors?
Before Clarity Wealth Advisors, Parvin Manuchehri was registered through Lexington Investment Counsel, August 2010 to January 2011; Ycmnet Advisors, January 2003 to August 2010; Merrill Lynch Pierce Fenner & Smith Inc., August 2000 to July 2002.
Where is Parvin Manuchehri based?
Parvin Manuchehri’s registered office is in San Jose, CA.
Is Parvin Manuchehri registered with FINRA?
No. Parvin Manuchehri has no current broker registration.
Is Parvin Manuchehri a CFP?
Clarity Wealth Advisors lists Parvin Manuchehri with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: Parvin Manuchehri, CFP® biography, claritywealthadvisors.com
How can I verify Parvin Manuchehri’s record?
Search CRD 2896681 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Parvin Manuchehri’s full registration record.