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Mark Barrett, CFP® President

Mark Barrett is a CERTIFIED FINANCIAL PLANNER™ professional and President of Clario Financial.  Since 1982 he has served a broad range of individuals, families and business owners seeking to align their financial and lifestyle goals and values.  Mark specializes in retirement and pre-retirement planning, estate planning and specialized situations/high net worth planning.


Mark Burns, CFP®

Mark Burns is a CERTIFIED FINANCIAL PLANNER™ professional and longtime resident of Paradise, CA where he lived for nearly five decades.  For more than 20 years, he has focused on helping families, corporate executives and business owners in Paradise and surrounding communities to pursue a broad range of goals through an approach to planning that places their needs first.

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Lionel

Lionel Valley, CFP®

Lionel Valley is a CERTIFIED FINANCIAL PLANNERTM who has been serving clients since February 1997 as a registered representative of LPL Financial. Prior to joining Clario Financial, Lionel enjoyed a successful career of more than thirty years with Wells Fargo Bank…


Kim N. Huber, CFP®

Kim N. Huber is a CERTIFIED FINANCIAL PLANNER™ and Wealth Adviser with over 20 years of experience working with women, ​entrepreneurs and executives. She strives to provide clients with a sense of financial security and peace of mind through education and empowerment.    Her approach is simple and straightforward and tailored to specific needs and life events. Through meaningful dialogue around money and investing, Kim helps her clients think through problems and work towards solutions.

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Tawnia

Tawnia Haydon, Office & Event Coordinator

Tawnia is the first person you see at Clario Financial when you visit our office.  Tawnia’s professional background in office administration is crucial in managing the flow of the office operations.


Gail Engler, Enrolled Agent

Gail Engler is an Enrolled Agent and Mark Barrett’s assistant.  Gail has been with Clario Financial since 1987.  As an Enrolled Agent, Gail’s area of focus is Federal tax laws and how they impact our clients.  She also assists our clients with any service item or non-trading issues that they may have.  Gail’s education includes completion of the Financial Paraplanner course and the LPL AdminU program at the Bachelor’s level.

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Amber Kodad, MBA, CFP®

Amber Kodad is The Director of Financial Planning. Amber has been with our firm since January 2011. Prior to joining our firm, she was the Director of Financial Planning for the MetLife of Southern California agency for five years.


Matthew Pierce, CFA

Matthew is Vice President of Research and Trading since 2016. Matt’s primary role is the management of the firm’s investment department charged with preparing the research and due diligence required by the Investment Strategy Committee as well as executing on the decisions of the ISC.

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Raymond Bell

With over 20 years of industry experience, Ray is a well-respected specialist in advanced underwriting, large case design and negotiation.  Ray joined our firm in October 2015