Additional Support

At Clarity Financial Planning, we utilize the expertise and resources of Mariner’s portfolio consulting team to build custom portfolios tailored to the unique financial objectives of our clients. By leveraging the thought leadership and diverse resources of this experienced team, we enhance our portfolio construction and investment selection process. This collaboration allows us to focus more on what matters most—serving you, our valued clients.

 

 

Portfolio Management & Consulting 

 

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Jeremy Olen, CFA®

Managing Partner & Chief Investment Officer

Mariner Advisor Network

 

 

As a Managing Partner of Mariner Advisor Network and Chief Investment Officer for the Portfolio Consulting Team, Jeremy is responsible for supporting Clarity Financial Planning in how to best leverage investment tools, strategy, and technology to support the practice. Jeremy’s prior experience includes the establishment and management of a natural resource hedge fund, Stowe Partners LLC, has published two indices and launched two ETFs. In addition, Jeremy developed the Quantitative Allocation Methodology™ for the design and management of investment portfolios.


Jeremy lives in Sacramento, and in his free time loves nothing more than spending time with family and hitting the slopes.

 

 

The Mariner associates listed are not employees of Clarity Financial Planning or LPL Financial. For more information visit: marineradvisornetwork.com