800.352.5837

Clarisa Hernandez
Clarisa M. Hernandez, CFP®, ChFC®
Financial Advisor
Areas of Focus
  • Wealth Management
  • Retirement
  • Business Owners
  • Medical Professionals
  • Estates


Phone: 720.616.5700
Locations:
Denver, CO »
1801 Broadway
Suite 1050
Denver, CO 80202
Phoenix, AZ »
4645 N 32nd Street, Suite 200
Phoenix, AZ 85018

Print

Professional Areas of Specialty

Clarisa prides herself on taking a creative and holistic approach in order to implement customized solutions for her clients’ financial needs. She believes in proper diversification of all assets; utilizing appropriate risk management techniques, and preparing for a client’s future using their greatest asset, time.

Clarisa has been able to distinguish herself as a wealth accumulation and protection specialist in the southwestern United States, using her fluency in Spanish to help her clients of all different backgrounds1. She is passionate about building long-term relationships with her clients and strives to build a reputation centered on honesty and integrity.

Clarisa’s clients include private business owners, successful professionals, and their families. She works with them in the areas of retirement preparation, asset management, and estate planning*. In addition, Clarisa has a specialized practice working with business owners on exit strategies. This specialized approach to helping owners design their exit is vital to accomplishing their financial goals. As a member of the Colorado Dental Association New Dental Committee and Medical Division at North Star, Clarisa is a regular speaker for various teaching hospitals and medical groups throughout the country. Clarisa has built a reputation as an expert in establishing financial strategies suitable for medical professionals.

Education/Licenses/Achievements

  • CERTIFIED FINANCIAL PLANNER™ Certification
  • Chartered Financial Consultant (ChFC)
  • Million Dollar Round Table
  • Bachelor of Science from the W.P. Carey School of Business at Arizona State University
  • Certificate in International Business also from the Arizona State University
  • Minor in Spanish from Arizona State University, fluent
  • FINRA Series 7 Registered
  • FINRA Series 66 Registered
  • Life and Health Licensed
  • Variable Life and Annuity Licensed

Community Involvement

Clarisa is very active in her community and maintains a high level of commitment to the following organizations. She is a member of the following:

Speaking Experience

Education is a key component to Clarisa’s services and she is passionate about providing much needed financial information to members of the community. In the past she has been invited to speak to the following groups:

  • University of Colorado Anschutz Campus Dental School 
  • University of Colorado Medical Residency Programs
  • St. Josephs Hospital Denver
  • Denver Health
  • University of Arizona Medical Center/ Banner Health
  • Mayo Clinic Scottsdale
  • St. Joseph’s Hospital Phoenix

Personal

Clarisa was born and raised in Phoenix, Arizona and splits her time between Denver and Arizona. She enjoys hiking, skiing, traveling, and spending time with her family.

1Business through Securian Financial Services, Inc. and CRI Securities, LLC. is conducted in English.

Clarisa is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc. and CRI Securities, LLC. 1822475 / 06-2017

Resource Team

Aside from the knowledge and experience you will receive from your advisor, North Star provides a team of experts within their specialties dedicated to helping your advisor choose well-suited products or services for you.

Brakke_Chase_2013_Web.jpgName: Chase Brakke
Title: National Disability Insurance Specialist
Phone: 612.617.6008 
 

  

 


Sitek_Chris_2010_Web.jpg

Name: Chris Sitek
Title: 
Vice President of Long Term Care, Brokerage and Property & Casualty
Phone: 612.617.6109
 

 

 


Landt_Jeff_2007_Web.jpg

Name: Jeff Landt
Title: Vice President and Director of Investments
Phone: 612.617.6116

 

 

 


Hancock_Carrie_2005.jpg

Name: Carrie Hancock
Title: Vice President, Financial Planning Resource Center
Phone: 612.617.6137

 

 

Denver

1801 Broadway
Suite 1050
Denver, CO 80202

Phoenix

4645 N 32nd Street, Suite 200
Phoenix, AZ 85018


Captcha Code

Click the image to see another captcha.

Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.