Clarisa Hernandez, CFP®, ChFC®, CPFA

Associate Partner

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clarisa.hernandez@northstarfinancial.com 720.616.5700

Helping clients bring the future into the present so they can do something about it now.

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Community involvement

NextGen Advisory Task Force KIND Board

Check the background of this investment professional on FINRA’s BrokerCheck.

Clarisa Hernandez, CFP®, ChFC®, CPFA

Associate Partner

Schedule a meeting

About

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

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 husband.

Services

Asset protection
Business owner solutions
Comprehensive financial planning
Debt management
Education funding strategies
Estate planning*
Investments
Liability protection strategies
Retirement strategies
Risk management
Tax-efficient investment strategies*
Wealth management

Speaking engagements

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: