Senaida Bautista is a Financial Advisor and Co-Owner of Clarity Wealth Management LLC. She has worked on providing tailored investment services to individuals, families, and foundations for the past 18 years. Her focus is to provide a financial road map that addresses common concerns of income, growth and liquidity.
Senaida’s finance career started in private equity where she worked on compliance, management, and valuations of closed-end funds listed on the NYSE. Later she made a transition to become an Investment Advisor for Park Avenue Securities, and is currently registered as an Investment Advisor with a Series 65 and Life and Health License in Massachusetts. Senaida is currently studying for the CFP exam.
Senaida lives in Montague Massachusetts with her family. She grew up and went to school in Southern California. Senaida is on the boards of the Amherst Woman’s Club and the Beacon Hill Women’s Forum. She also has worked closely with the Women’s Economic Venture of Santa Barbara on small business development.
Samuel P Plotkin, CFA
Full time dad and financial planner. Part time sailor, mountain biker, disc golfer, and cook. Helping people navigate their finances and grow their wealth is what makes financial planning such a rewarding profession.
Before co-founding Clarity Wealth Management, LLC, Sam spent over a dozen years working at three large asset managers in Boston: Putnam Investments, Eaton Vance Management, and Wellington Management. There, he practiced long-term investing and gained experience with both stock market and private equity investing. Sam is also a real estate investor and has helped advise both start-ups and small businesses to successfully launch their business. Sam received the Chartered Financial Analyst designation in 2013.
Sam lives in Greenfield Massachusetts with his family and serves on the finance committee of the Greenfield Center School.