Welcome to ClaraPHI!
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Meet Our Team

We'd like to introduce you to The Claraphi Team.  It's really your team as much as it is ours!  
Learn more about our people by clicking on each image to bring up a short biography.
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Pierre Gallant
Founder &
​Chief Executive Officer
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Mark Roth
President &
​General Counsel
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Steve Dean
Chief Investment Officer

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Maureen Maloney
Chief Compliance Officer
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Roxanna M. Guinan
EVP, Business Development
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Heidi Wheatley
SVP, Marketing &
​Business Development

​

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Flora Li
Portfolio Manager
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Allen Peysakhovich
Portfolio Analyst

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Tracy Kinder
VP, ​Operations
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Amanda Nguyen
VP, Administration;
​Director, Human Resources

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Isabel Bassi
Operations Associate
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Michael Vitullo
Operations Associate

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Fallon "Chloe" Guinan
Operations Associate

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Jaimee Roush
Executive Assistant
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Nina Amini
Office Administrator

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Hans Winkler, ​CFP​®
CERTIFIED FINANCIAL ​PLANNER​™ Professional
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Frank Stanley, ​CFP​®
CERTIFIED ​ FINANCIAL PLANNER™ Professional
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Cameron T. Hackett, MDiv, CFP®
CERTIFIED FINANCIAL ​PLANNER™ Professional
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Claraphi Advisory Network, LLC 
​MAIN OFFICE
120 Vantis Drive, Suite 585
Aliso Viejo, CA 92656 / (949) 215-0025​
joinclaraphi@claraphi.com
PRIVACY POLICY
CALIFORNIA CONSUMER PRIVACY ACT DISCLOSURE
DISCLOSURE
Claraphi Advisory Network, LLC is an SEC Registered Investment Advisor  © Copyright 2020. All Rights Reserved
  • Home
  • About Us
  • The Difference
  • Offerings
    • Practice Solutions
    • Products and Services
  • IBDs
  • Resources
  • AI Insight Login
  • Advisor Login
  • Client Website
  • Contact Us