Clarissa Tawel

Lead Client Services Specialist, Family Office

Role: Lead Client Services Specialist, Family Office at Aldrich Wealth
Location: Redondo Beach, CA, US
LinkedIn followers: 500 followers

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About Clarissa Tawel

Operations executive with a proven track record of building and scaling infrastructure…

Experience

Lead Client Services Specialist, Family Office
Aldrich Wealth
Feb 2025 — Present

Education

Westmont College
Bachelor of Arts (B.A.)
2010 — 2014

Skills

Social Media
Event Planning
Client Relations
Teamwork
Research
Nonprofits
Microsoft Excel
Powerpoint
Public Speaking
Management
Customer Service
Proposal Writing
Teaching
Communication
Leadership
Microsoft Word
Training
Wealth Management
Social Networking
Social Media Marketing

Contact information

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Work email
c•••••@wealthadvisors.com
Personal email
•••••@•••••.com
Direct dial
+16•••••••46

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Current company

Aldrich Wealth

Financial Services · 44 employees · Founded 1998 · Lake Oswego, Oregon, United States

Aldrich Wealth is an independent, fee-based Registered Investment Advisory firm providing integrated financial services to business owners, high net worth individuals and families, and corporate retirement plans. Our integrated approach places our client’s goals at the center and brings together wealth management, financial and estate planning, tax advisory, and corporate retirement plans to support informed financial decision-making and long-term planning. Founded in 1998, we have over $7.4 billion in assets under advisement as of December 31, 2025. Aldrich Wealth is part of the Aldrich group of companies, alongside Aldrich CPAs + Advisors, Aldrich Capital, and Aldrich Solutions.

wealthadvisors.com

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