Heather C. Liston
Heather C. Liston, Principal at Clarity Financial, is a Certified Financial Planner(TM) and also holds the IRS’s Enrolled Agent (EA) credential, as evidence of her expertise in tax planning.
She does financial planning for all of life, and especially enjoys working with:
She does financial planning for all of life, and especially enjoys working with:
- Clients who want to prepare for the financial independence of retirement, whether it’s close at hand or far in the future.
- Professionals who have equity compensation (RSUs, ISOs, ESPPs, and NQSOs) and other complex employment benefits.
- Couples who are working together to manage joint resources in new or changing relationships.