Clarissa Beltran, CRPC
Senior Vice President - Investments
Chartered Retirement Planning Counselor
Focus
Clarissa enjoys working with investors in all life stages: from creating individually designed financial advice for individuals looking to retire or customized wealth management planning for legacy planning. Clarissa focuses on working with clients to create long-term, personalized investment plans in addition to overseeing portfolio design.
With her Chartered Retirement Planning Counselor® designation, Clarissa Beltran is dedicated to building lifelong relationships with her clients on a foundation of trust, education and personalized guidance.
Estate planning strategies
Clarissa will work with you and your other advisors, including your CPA and attorney, to develop an estate planning strategy for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
Background and experience
Prior to joining Wells Fargo Advisors, Clarissa spent 10 years in the real estate industry. Clarissa believes the decade she spent in real estate formed a solid foundation of interpersonal skills and empathy that allowed her to truly understand the nuances defining each individual's ideal future. She is passionate about the value of professional advice and is dedicated to helping clients achieve their goals.
Clarissa earned a master’s degree in public administration and bachelor’s degree in political science from Texas A&M in Corpus Christi. She holds investment industry securities registrations, and multiple insurance licenses to help clients manage risk. Clarissa speaks Spanish fluently and is happy to work with clients who feel more comfortable speaking in their native language.
Away from the office
Clarissa has been an active member of the local community for nearly 15 years, involved with the Board of Directors with the Corpus Christi Chamber of Commerce and the Corpus Christi Hispanic Chamber of Commerce. She and her husband, Robert, live in Corpus Christi with their children, Alexandria and Julianna.
Clarissa enjoys working with investors in all life stages: from creating individually designed financial advice for individuals looking to retire or customized wealth management planning for legacy planning. Clarissa focuses on working with clients to create long-term, personalized investment plans in addition to overseeing portfolio design.
With her Chartered Retirement Planning Counselor® designation, Clarissa Beltran is dedicated to building lifelong relationships with her clients on a foundation of trust, education and personalized guidance.
Estate planning strategies
Clarissa will work with you and your other advisors, including your CPA and attorney, to develop an estate planning strategy for your circumstances. Wells Fargo Advisors does not provide legal or tax advice. Be sure to consult with your own tax and legal advisors before taking any action that could have tax consequences. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice in your state.
Background and experience
Prior to joining Wells Fargo Advisors, Clarissa spent 10 years in the real estate industry. Clarissa believes the decade she spent in real estate formed a solid foundation of interpersonal skills and empathy that allowed her to truly understand the nuances defining each individual's ideal future. She is passionate about the value of professional advice and is dedicated to helping clients achieve their goals.
Clarissa earned a master’s degree in public administration and bachelor’s degree in political science from Texas A&M in Corpus Christi. She holds investment industry securities registrations, and multiple insurance licenses to help clients manage risk. Clarissa speaks Spanish fluently and is happy to work with clients who feel more comfortable speaking in their native language.
Away from the office
Clarissa has been an active member of the local community for nearly 15 years, involved with the Board of Directors with the Corpus Christi Chamber of Commerce and the Corpus Christi Hispanic Chamber of Commerce. She and her husband, Robert, live in Corpus Christi with their children, Alexandria and Julianna.