Clearfocus
Clear Focus, LLC is an independently owned financial planning and investment services firm. At ClearFocus, we are committed to maintaining the highest standards of integrity in our relationship with you, our client. We act in your best interest, as a true fiduciary, because we begin our planning process by understanding your situation and your financial goals. As a result, the information, services, and products we provide are always based on your specific needs and circumstances. While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We simply help you make the best decisions through balanced advice based on academic and practical research. We can help you execute a sound financial program utilizing financial management, investment management, retirement planning, debt management & focusing, and more. Our Mission:"Develop and implement custom and comprehensive financial plans with integrated investment strategies and true risk mitigation for our clients"
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Verified contacts
10
available on Kipplo
LinkedIn employees
17
1 to 10 range
Open roles
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no listings
Distinct roles
8
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
10 contacts with verified email or phone · masked until revealed.
- BL
Bill Logue
Certified Financial Planner · Finance & Accounting
EmailPhone - JM
Jackie Mittelhammer
Practice Manager · Operations
EmailPhone - LF
Lynda Forese
Registered Investment Associate · Finance & Accounting
EmailPhone
Showing 3 of 10 verified contacts
Top roles at Clearfocus
8 distinct titles indexed · top 8 shown.
- 2certified financial planner
- 2financial advisor
- 1client services coordinator
- 1investment and portfolio analyst
- 1operational specialist
- 1operations assistant
- 1practice manager
- 1registered investment associate
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