About Klarity Financial Services
At Klarity Financial Services, we are committed to providing clear, comprehensive, and trustworthy financial solutions tailored to your unique needs. Our mission is to help individuals, families, and businesses achieve financial security and long-term growth with confidence and peace of mind.
The name "Klarity" reflects our mission: clarity in financial planning. We believe that when you truly understand your financial options, you can make the best decisions for your future.
With partnerships across A+ rated insurance companies and services licensed in all 50 states, Klarity offers:
- Living Benefits Insurance (Critical Illness, Chronic, Terminal, and Critical Injury)
- Life Insurance (Term, Whole Life, IUL)
- Retirement Plans (Roth IRA, Traditional IRA, SEP, Defined Benefit Plans)
- Safe Money Growth Strategies & Tax-Advantaged Solutions
At Klarity, we don't just sell financial products—we build lasting relationships based on transparency, education, and trust. Let us help you protect what matters most and grow your wealth with clarity and confidence.
About the Founder
Kelly Nhu Le is the founder of Klarity Financial Services, dedicated to helping individuals and families achieve financial security, generational wealth, and peace of mind. With a deep passion for financial literacy and wealth protection, Kelly specializes in tax-free retirement strategies, life insurance with living benefits, and protected income solutions that ensure long-term stability for her clients.
A Different Approach to Financial Success
Kelly believes financial security is not just about wealth accumulation—it's about building a strategy that truly protects what matters most. Her mission is to educate and empower her clients so they can make clear, confident decisions about their financial future. By simplifying complex financial strategies, she ensures her clients understand their options and take proactive steps to secure their legacy.
Proven Expertise, Client-First Focus
With years of experience, Kelly has helped hundreds of clients create customized financial plans that align with their unique goals. Her client-first approach has earned her industry recognition and the trust of families, professionals, and business owners alike. Whether it's protecting assets, planning for retirement, or securing a family's financial future, Kelly provides tailored solutions that truly make a difference.
Our Team
Meet the dedicated professionals who are committed to helping you achieve financial clarity and security
Kelly specializes in creating personalized financial strategies that help clients build wealth and protect their assets.
Mone helps clients navigate complex financial decisions with clarity and confidence, specializing in retirement planning and wealth protection.
Nathan ensures that our clients receive exceptional service and support throughout their financial journey with us.
Max Nguyen is an architect from Southern California with a heart for service. What stands out most about Max isn't just his professional background—it's his deep care for others. He's passionate about helping people better understand the importance of life insurance and the powerful value of living benefits.
A devoted mother to a newborn, Vy's drive and dedication are truly inspiring. With a background as a program manager and director assistant in schools and universities, she brings valuable experience in education and leadership to our team.
From Georgia, Yến is a talented and versatile woman who is also a devoted wife and mother. She used to manage her family's nail salon, while her husband runs a successful tax service and P&C insurance agency. Recently, Yến earned her real estate license, adding yet another skill to her impressive list. She takes wonderful care of her two boys and continually strives to be her best, thanks to the unwavering support and encouragement of her husband. Yến is truly remarkable in everything she does.
Tracy Ngoc Nguyen deeply believes in the power of Living Benefits. As a single mom to a wonderful daughter, she embodies resilience and hard work, always striving to create a better life for her family. Despite language barriers, Tracy has overcome challenges and continues to inspire with her determination. Her journey is a testament to perseverance and love.
Dr. Thanh Nguyen is a Doctor of East Asian Medicine and co-owner of a wellness clinic in Glendale, AZ. She is passionate about helping others improve their health and well-being through traditional healing and a personalized approach to care. In addition to her dedication to holistic health, she also enjoys empowering individuals through financial planning for a stronger future. Outside of her practice, she embraces life as a mom to her energetic 2-year-old daughter and is committed to building a bright future for her family and community.
Our Mission & Values
At Klarity Financial, we believe that financial security should be accessible to everyone. Our mission is to empower individuals and families to build wealth, protect their assets, and create a secure financial future through education and personalized strategies.
Education First
We believe in empowering our clients with knowledge so they can make informed decisions about their financial future.
Client-Centered Approach
We put our clients' needs first, creating personalized strategies that align with their unique goals and circumstances.
Integrity & Transparency
We operate with the highest ethical standards, providing clear information and honest advice in every interaction.
Long-Term Relationships
We're committed to building lasting relationships with our clients, supporting them through every stage of their financial journey.
