Your work hard to put others on the right path......it's time you work with a financial firm that does the same for you.Financial Planning, Wealth Management, and Investment Advising Services for Educators
We Care About Teachers & Professors...About Our ClientsClear Financial Advisors is an independent, Fee-Only fiduciary that works with all working professionals.We specialize in custom client relationships and work with clients on their terms. We have nothing to sell, only our advice, experience and knowledge... just like you.
...Because We're Instructors TooAbout Our FounderOur firm was founded based on the philosophy that we should teach others how to meet their goals, not try to sell them products.
Our founder Robert Schmansky has a history of instructing. For over 10 years he has taught undergrad and post-graduate courses in income taxes, economics. He has also taught community college courses and the required classwork for financial professionals wishing to sit for the Certified Financial Planner CFP examination.
FiduciaryAs a fiduciary, we represent your interests first.A fiduciary carries the highest duty by law to another. We welcome that level of care in our client relationships.Unlike a licensed financial advisor or your 403(b) provider, we have a duty to tell you what is in your best interest, and not just want may be acceptable or suitable.
CompetenceOver a decade of experience with teachers, and national recognition.Our founder has over a decade of work in personal financial planning, and being an adjunct college instructor, knows the concerns and planning opportunities for teachers and professors.Our firm has won national awards and recognition, and is frequently quoted by the media for all topics related to investing and financial planning strategies.- Let Us Lead You to Financial Success!See our websites for more information on our financial planning, wealth management, and investment advisory services.
