Clarice Couey, CFP

08/17/2026

🔒 Stay one step ahead of scammers.
Join us for a special webinar on Cybersecurity Safeguards: How to Stay Safe from Cybercrime, Fraud & Identity Theft featuring former FBI Special Agent Jeff Lanza and cybersecurity expert Kate Hufnagel. Learn how to recognize today's most convincing scams, including AI-generated fraud, deepfakes, and identity theft tactics.
📅 September 3, 2026
⏰ 2:00 PM PST
Register today and protect what matters most. 🛡️
https://zoom.us/webinar/register/WN_UDxrnfoBSSOklp8nwTnp5A #/registration

04/02/2026

We had a wonderful time at our “Mamma Mia” movie client event! Thank you for the trust you have given us to guide your financial journey. Fun Fact: Pierce Brosnan agreed to the movie only because he wanted to work with Meryl Streep and was surprised he had to sing and dance!

02/20/2026

My girls celebrated their "100th day of School" on Friday. It was a reminder that we are living longer and it's not unthinkable to live to age 100. Healthy habits such as physical activity weekly, eating healthy, staying social and mental exercises can help us to live longer and healthier lives!

01/25/2025

We are hosting a "Shred it" event in our office Wednesday, January 29th from 10am-noon. It's a great opportunity to meet our team and organize your documents. We kindly ask that you limit to two bags per person.

08/24/2024

Our Crescendo Wealth Team is growing! Victoria is our admin assistant (far right) and is attending Ventura College. Tristan is our advisor in training (far left) and a recent Cal Lutheran grad. This month Amanda our client service manager celebrated her 10th year working on my team. We are excited to have a great team in place to serve our clients.

04/18/2024

Here's a flashback from 2010. I was receiving an award for being a "Top Producer" in my division. I was in my late 20's and I think what advice would I give? I would say "Be brave, be confident. You have the tools and resources to make an impact in the lives of your clients. It's not going to be easy. You will be there for them in moments of joy as well as heartache such as the loss of a loved one. Have empathy, listen and continue to serve first. The rest will take care of itself."

01/15/2024

Roth IRA 5-year rule explained - USA TODAY

The Roth IRA five-year rule states that you can’t withdraw earnings tax-free unless it’s been five years or more since you first contributed to a Roth IRA

12/21/2023

With life insurance, protecting the future of your loved ones is possible. https://visit.lfg.com/3jxWsVU

08/25/2023

The future is bright! Our newest recruit, Sophia ✨