CERTIFIED FINANCIAL PLANNER™ certification is the premier financial services designation. CFP® certificants have passed requirements for education, experience, and successfully passed a comprehensive examination covering all areas of personal financial planning.
In addition to being a CFP® professional, our founder Robert Schmansky has taught the CFP® required coursework to prospective planners and was selected to serve as a CFP Board Ambassador.
Investing by Design
Clear Financial Advisors utilizes Dimensional Fund Advisors (DFA) mutual funds for positions in our client portfolios. DFA specializes in the art and science of a successful investment experience, and mirrors CFA's dedication to providing client-focused services.
Learn more about our use of DFA funds at the following page.
NAPFA advisors have chosen to work only for their clients interests by not accepting commissions or compensation from product companies.
NAPFA advisors have all signed a fiduciary duty to the client. In order to become a NAPFA member, an advisor must submit a comprehensive financial plan for peer review, and complete the most number of hours of continuing education covering all areas of planning.
Willful, Certified Fiduciary
Clear Financial Advisors is one of a select number of firms to be certified as a fiduciary by the Centre for Fiduciary Excellence (CEFEX) for our investment management and advisory services.
You can see our CEFEX certificate here.
DepositAccounts.com - compare checking, savings, money market, and CD rates
SaveUp.com - online rewards program for saving and investing
Road Scholar - trip provider for "Adventures in Lifelong Learning"
Robin Thompson - Metro-Detroit cash flow expert
Online tools for the everyday user
Yodlee Labs - easily track your assets, debts, spending, credit points, tax deductions... and share with an advisor
Credit Karma - monitor your credit score
MySimon - Compare prices online
Greenpath Debt Solutions
Raise.Me - high school students can earn 'micro scholarships' for what they do in school
The above are sites that CFA staff has found personally and professionally have found helpful. The sites do not compensate us for links.
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