Wealth Management

Clarissa Jugo, CFP®

Industry Start

2017

Education

University of Dallas, BA

Clarissa joined Kovitz in 2023 as a Wealth Planner, partnering with senior wealth advisors to provide clients with comprehensive wealth management and financial planning advice. Prior to joining Kovitz, Clarissa was a Financial Planner at Goldman Sachs Ayco Personal Financial Management, where she focused on tax and financial planning for ultra-high net worth families.

Clarissa earned her Bachelor of Arts at University of Dallas. She is a CERTIFIED FINANCIAL PLANNER® professional. In her spare time, Clarissa enjoys traveling, trying new restaurants in Chicago, and spending time with her dogs.