Clearview Financial Solutions
ClearView Financial Solutions was founded in 2015 by Paul Mass, a financial planner and industry veteran who has been providing guidance to executives and business owners since 1997. Paul was a former partner and co-founder of Sentinel Solutions, a New York City-based financial services firm. He left Sentinel Solutions in 2015 to pursue a singular focus on financial planning. ClearView Financial Solutions offers comprehensive financial planning, investments and insurance to business owners, individuals and their families. The name “ClearView” is a reflection of Paul’s direct approach and his intent to bring clarity and focus to his clients’ financial picture. The firm is based in mid-town Manhattan.
7-day free trial · no credit card
Verified contacts
5
available on Kipplo
LinkedIn employees
7
1 to 10 range
Open roles
—
no listings
Distinct roles
5
indexed titles
Tech stack
0
tools in use
Monthly traffic
—
organic / mo
Sign up free to see all 5 verified contacts at Clearview Financial Solutions
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
5 contacts with verified email or phone · masked until revealed.
- PM
Paul Mass
President · General Business & Management
EmailPhone - BA
Benjamin Alexander
Senior Associate · Finance & Accounting
EmailPhone - MM
Mitchell Mass
Financial Advisor · Finance & Accounting
EmailPhone - RS
Raven Steiner
Financial Planning and Asset Management Associate · Other
EmailPhone
Showing 4 of 5 verified contacts
Top roles at Clearview Financial Solutions
5 distinct titles indexed · top 5 shown.
- 1customer service representative (remote)
- 1financial advisor
- 1financial planning and asset management associate
- 1president
- 1senior associate
Sign up to unlock all 5 contacts at Clearview Financial Solutions
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 5 verified contacts at Clearview Financial Solutions
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.