Isabel became a part of the Claraphi team in August of 2018, working in the San Rafael, California office. She has quickly proven capable of delivering exceptional operational support to advisors and clients and shown her ability to maximize efficiency using our advanced systems and processes.
Before joining Claraphi, Isabel earned her bachelor’s degree in Finance from California State University, Chico. Isabel currently lives in Marin county with her husband and their dog. She enjoys spending her weekends outdoors and exploring wine country.
ClaraPHI serves clients nationwide. For additiional information, contact the office nearest you.