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@aspiriant.com
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Risa (Clarissa) Dimacali is listed as CFP®, MBA. Helping smart people be smarter about money. at University of California Office of the President, a with 10 employees, based in San Francisco, California, United States. AeroLeads shows a work email signal at aspiriant.com, phone signal with area code 310, and a matched LinkedIn profile for Risa (Clarissa) Dimacali.
Risa (Clarissa) Dimacali previously worked as Retirement Counselor at University Of California Office Of The President and CERTIFIED FINANCIAL PLANNER(TM) at Arise Financial (Self-Employed). Risa (Clarissa) Dimacali holds Mba from University Of Virginia Darden School Of Business.
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AeroLeads found 2 current-domain work email signals for Risa (Clarissa) Dimacali. Compare company email patterns before reaching out.
Financial services, retirement planning, wealth management and marketing professional. Certified Financial Planner™. Passionate marketer and communicator. My "sweet spot" is contributing to and learning from a client-first organization that values comprehensive financial planning, helps clients optimize wealth to meet personal goals, and encourages giving back to the community. I'm proud to have joined the University of California Office of the President as Retirement Counselor serving across UC campuses, medical centers and research labs.
Listed skills include E Commerce, Email Marketing, Digital Marketing, Strategy, and 32 others.
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A career timeline built from the work history available for this profile.
Oakland, Ca, Us
Joined the inaugural Retirement Counseling & Advisory team at University of California's Retirement Administrative Services Center. Provide retirement planning guidance to the many diverse and exceptional employees at UC's ten campuses, five medical centers and several research labs.
Financial Planning Residency, June 2022: Richard B. Wagner Scholarship RecipientI started this journey to become a comprehensive and compassionate financial planner five years ago, finishing the coursework and working at a leading wealth management firm in San Francisco (see "Aspiriant", below). Although I had to move to Japan for my husband's work in 2015, I completed the requirements, passed the exam and earned my CFP® mark in January 2019.While in Tokyo, I became familiar with expat or cross-border finances and taxation from experience. Key skills include: Gathering personal and financial data to identify strengths, opportunities and risks in clients' situations. Preparing net worth statements and retirement income plans. Analyzing cash flow, taxation, investments, compensation plans and insurance. Applying what-if scenarios and determining levers that help make goals more achievable. Developing client presentations with a personalized narrative to help clients take action.
My financial planning skills and digital marketing experience complement each other in my position as a contributor to this dynamic startup. Clearly aims to empower people to achieve financial independence with smart tools and conflict-free advice.
Los Angeles, Ca, Us
Provide comprehensive investment management and financial planning services to high net worth clients at this leading Registered Independent Advisor ($8 billion AUM). Working with CFP® wealth managers, performed analyses and delivered presentations for clients' long-range capital sufficiency planning to support lifestyle, retirement, philanthropic and multi-generational wealth transfer decisions. Topics addressed included:• Iterations of long-range capital sufficiency planning to support lifestyle, retirement, philanthropic and multigenerational wealth transfer decisions• Deferred compensation and retirement cash flow optimization• Retirement logistics, requiring familiarity with many elements of executive compensation, asset allocation and taxation• Coordination of investment portfolios for multiple trusts to create a single, integrated plan• Financial planning analyses for use in estate planning
San Francisco, California, Us
Drove lead management program for traditional and online products, focusing on email marketing and multi-channel marketing.
San Francisco, Ca, Us
Led marketing programs and developed digital experiences for peer-to-peer lending industry pioneer, named by the Wall Street Journal as one of Top 50 Best Venture-Backed Companies.Directed UX roadmap and marketing communications for key content and features on www.prosper.com that increase account acquisition, and boost marketplace activity. New features include Quick Invest (enabled automated investing based on criteria) and My Account redesign (illustrated return on investment and portfolio allocation). Led investor marketing for acquisition of retail and institutional investors. Developed positioning, messaging to convey compelling investor benefits and reasons to choose Prosper. New offerings delivered include tax deferred investing with the Prosper IRA, and higher-tier service for high net worth individuals through Prosper Premier.
Westlake, Texas, Us
Accountable for visitor experience on www.schwab.com to acquire brokerage accounts (2005-2008) and deliver financial guidance (2008-2010). Integrated online marketing initiatives across channels including sales, publications, advertising and public relations.Developed digital experience and online marketing plan for Investors Nearing Retirement.Explored new social media capabilities to innovate consumer interaction with Schwab. Created online sales chat channel; achieved 90%+ client satisfaction, and conversion rates among highest for Schwab and chat industry.Developed search engine optimization (SEO) strategy. Served as marketing lead for web analytics program and public site redesign. Activated national “Talk to Chuck” brand campaign on Schwab.com during 2005 launch.
Us
Joined as the 2nd person on the Internet Marketing team. Accountable for marketing strategy to acquire new deposits online.Led development of new programs: email marketing, search engine marketing, online acquisition. Collaborate with creative agency, product development, technology, customer service and retail branches to execute integrated marketing strategy for adopting online banking and acquiring retail customers online.
Market Analyst - Carana Corporation / USAIDIn-country assignments. Analyzed opportunities for U.S. Agency for International Development to provide financial support in creating national strategy for the information technology and telecommunication sectors in Bangladesh and Jamaica. Researched country competitive positioning of the Philippines in IT-enabled services.
Mountain View, California, Us
Quicken OnlineDeveloped enhanced online transaction features with product marketing team, including bill pay for brokerage accounts. Conducted competitive analysis of web-based financial information aggregators for use in strategic plan.
Successfully migrated 12-year old company online; accountable for new membership acquisition. Developed and launched foundational online features – content, commerce and community – for carclub.com and co-branded partnership sites. Increased customers through strategic partnerships including major banks and the best brands in the automotive industry, e.g., Ford, JD Power, Chase Leasing.
Other employees you can reach at ucla.edu. View company contacts for 10 employees →
Annette Hayes
Colleague at University Of California Office Of The PresidentSan Francisco Bay Area, United States
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Nick Anthis
Colleague at University Of California Office Of The PresidentNovato, California, United States
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Ik Udekwu
Colleague at University Of California Office Of The PresidentOakland, California, United States
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Molly Greek
Colleague at University Of California Office Of The PresidentSacramento, California, United States
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Eric Hull, Cissp
Colleague at University Of California Office Of The PresidentElk Grove, California, United States
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Nathan Brostrom
Colleague at University Of California Office Of The PresidentUnited States
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Nick Edwards
Colleague at University Of California Office Of The PresidentSan Francisco, California, United States
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Maynard Jenkins
Colleague at University Of California Office Of The PresidentSan Francisco, California, United States
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Samantha Toy
Colleague at University Of California Office Of The PresidentSan Francisco Bay Area, United States
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JK
Jeane Kim Oribello
Colleague at University Of California Office Of The PresidentOakland, California, United States
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Quick answers generated from the profile data available on this page.
Risa (Clarissa) Dimacali works for University of California Office of the President.
Risa (Clarissa) Dimacali is listed as CFP®, MBA. Helping smart people be smarter about money. at University of California Office of the President.
AeroLeads has found 2 work email signals at @aspiriant.com for Risa (Clarissa) Dimacali at University of California Office of the President.
AeroLeads has found 2 phone signal(s) with area code 310 for Risa (Clarissa) Dimacali at University of California Office of the President.
Risa (Clarissa) Dimacali is based in San Francisco, California, United States while working with University of California Office of the President.
Risa (Clarissa) Dimacali has worked for University Of California Office Of The President, Arise Financial (Self-Employed), Clearly, Aspiriant, and Wells Fargo.
Risa (Clarissa) Dimacali's colleagues at University of California Office of the President include Annette Hayes, Nick Anthis, Ik Udekwu, Molly Greek, and Eric Hull, Cissp.
You can use AeroLeads to view verified contact signals for Risa (Clarissa) Dimacali at University of California Office of the President, including work email, phone, and LinkedIn data when available.
Risa (Clarissa) Dimacali holds Mba from University Of Virginia Darden School Of Business.
Risa (Clarissa) Dimacali is listed with skills including E Commerce, Email Marketing, Digital Marketing, Strategy, Strategic Partnerships, Web Analytics, Start Ups, and Online Advertising.
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