Bloomfield Hills Financial Advisor Robert Schmansky, CFP® Runner-up in 2013 PlanPlus Global Financial Planning Awards
For Immediate Release
October 13, 2013
Bloomfield Hills, MI – Clear Financial Advisors founder Robert Schmansky, CFP® was recently acknowledged by PlanPlus, a Canadian provider of financial planning software and holistic planning promotor, in their prestigious financial planning award.
Rob was named as first runner-up in the Americas Region which consisted of financial advisors throughout North and South America.
Contestants submitted financial plans that were presented to actual clients (Rob submitted his plan with all client personal information redacted, although other advisors could have clients sign a release). Finalists were chosen to present their plan and the value it provided to the client to a panel of five judges made up of highly respected financial from the countries across the region.
"I am extremely honored to be selected as the finalist of the 2013 PlanPlus Global Financial Planning Awards," said Schmansky. "PlanPlus is providing an amazing service to the advancement of personal financial planning with this award. Most financial advisor awards are awarded by product providers based upon sales. The fact that the PlanPlus award recognizes only the value of financial planning provided by credentialed practitioners is truly unique.
About Robert Schmansky: Robert Schmansky, CFP® has over a decade of experience in personal finance, including work as an advisor with the largest independent investment management and financial planning firms in the Midwest, before forming Clear Financial Advisors. He is regularly quoted in major media, and has been published as an expert on investing, retirement planning, and financial planning. Rob lives in Bloomfield Township, Michigan, and when he is not working he enjoys listening to audio books on history, teaching economics, and coaching youth lacrosse. He previously taught the required coursework for the CERTIFIED FINANCIAL PLANNER™ examination at Saginaw Valley State University.
About Clear Financial Advisors: Clear Financial Advisors is a nationally recognized independent financial advisor and a registered investment advisor based in Bloomfield Hills, Michigan, with additional meeting locations in Troy, Livonia, and Southfield / Franklin. Clear Financial Advisors provides fee-only financial planning and investment services to individuals and businesses, and serves as a fiduciary to our clients, working in their interest alone. As a member of the Garrett Planning Network and the National Association of Personal Financial Advisors (NAPFA), Clear Financial Advisors is committed to the advancement of quality, independent personal advice for all individuals.