12 years
Read the full profile of Marcus Bell, Investing advisor
10 years advising
Next opening: Typically Mon, Tue, Fri
Investing
Clara Whitfield
CFA® charterholder
Clara builds portfolios that grow your wealth while staying true to what you care about.
- CFA®
- CFP®
- Based in
- San Francisco, CA
- Languages spoken
- English
- Ways to meet
- Video, Phone, In person
Meet Clara
Clara spent eight years researching sustainable funds for an institutional investor before turning to personal advice. She helps clients invest in line with their values while keeping a sensible, diversified plan.
She is open about the trade-offs and loves the detail, from what a fund actually holds to how it votes as a shareholder.
Working together
- 01
Name the values that matter most to you, and the ones that matter less.
- 02
Choose low-fee funds whose holdings are fully visible.
- 03
Share an update on both returns and impact every quarter.
Where they help most
- Values-based portfolios
- ESG screening
- Impact investing
- Long-term growth
What clients say
“Clara built a portfolio I feel proud of, and it has kept up with the market.”
Naledi M.Climate researcher “She was upfront about the trade-offs, and that is exactly why I trust her.”
Peter A.Teacher “Her quarterly impact updates are the emails I look forward to most.”
Yuki H.Product manager
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