Robert Schmansky

CFP®, ChFC, CASL, EA

About Us

Robert Schmansky, CFP®  has over a decade of experience helping individuals and families meet their financial goals and overcome money concerns, beginning his career managing the portfolios and tax plans of senior corporate executives. He subsequently worked as an investment advisor for one of the nation's largest independent investment management firms before founding Clear Financial Advisors.

 

Rob is frequently quoted in the media, including the Wall Street Journal, Forbes, CNBC, ABC News, SmartMoney, CNN Money, Reuters, Detroit Free Press, Chicago Tribune, Dow Jones Newswires, MarketWatch, National Public Radio, and other publications.

 

Rob earned a B.S. in human ecology with family resource management specialization and an M.A. in economics. He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, an Enrolled Agent (EA) (tax expert), Chartered Financial Consultant, Chartered Advisor for Senior Living, and is a licensed Life Insurance Counselor in the State of Michigan.

 

Rob has been an adjunct instructor of global economics and the required courses for candidates to sit for the CFP® examination. He has contributed to the retirement planning knowledge requirements for those seeking international CFP® certification under the Financial Planning Standards Board, and from 2014 until 2018 was selected by CFP Board to represent the financial planning credential in the public and media as a brand ambassador. In 2015 he was chosen by InvestmentNews as a top national talent in the financial advice industry.

 

As a writer, Rob has contributed to US News & World Report The Smarter Investor Blog, NAPFA's Fee-Only Planner Blog at Forbes and FPA's All Things Financial Planning Blog, as well as other publications; an investment expert for FiLife, a former Dow Jones/IAC joint Internet venture; and a Featured Contributor for Yahoo! Finance

 

In addition to being your fiercely independent fiduciary™, in his free time Rob enjoys coaching youth lacrosse, jogging, and reading history and biographies.

 Mission Statement

"To help clear the financial hurdles that obstruct your best possible life."

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livonia novi ann arbor detroit lansing independent onine financial advice investment manager young professionals

The Financial and Estate Planning Council of Metropolitan Detroit

About Our Firm

​Thank you for your interest in Clear Financial Advisors. I am thrilled you are considering our firm to discuss your financial goals.

Below is further information on our firm and services, as well as online, secure questionnaires that you may find useful in transmitting information for an initial review meeting, or a full engagement.

The information below is not required for an initial meeting. If you can provide statements or have the information below in other ways you intend to provide, that portion of a questionnaire may be skipped. 



Also available below are important forms to download and review, including our privacy policy, and firm form ADV Parts 2A & 2B (Note: clients acknowledge receipt of these regulatory documents in our planning agreement or advisory contract).

Finally, contact us to schedule a time to chat and we'll discuss your planning needs in further detail. Don't worry about the specifics yet, we'll follow-up with you before then and can make adjustments.

Respectfully,

Robert Schmansky, CFP®​, ChFC, EA, CASL

Prospective Client Quick Questionnaires

Questionnaires are not required for an initial meeting. If you prefer, downloadable questionnaires are available below. 

 

Prospective Client e-Kit

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livonia novi ann arbor detroit lansing independent onine financial advice investment manager young professionals
livonia novi ann arbor detroit lansing independent onine financial advice investment manager young professionals
livonia novi ann arbor detroit lansing independent onine financial advice investment manager young professionals
livonia novi ann arbor detroit lansing independent onine financial advice investment manager young professionals
livonia novi ann arbor detroit lansing independent onine financial advice investment manager young professionals
livonia novi ann arbor detroit lansing independent onine financial advice investment manager young professionals
livonia novi ann arbor detroit lansing independent onine financial advice investment manager young professionals

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ABOUT US

Clear Financial Advisors (CFA) is a Fee-Only Detroit and Ann Arbor fiduciary financial and investment advisor with meeting locations in Ann Arbor / Whitmore Lake, Livonia, Novi, Bloomfield Hills, Troy, Royal Oak, and Franklin / Southfield / Bingham Farms, and serving clients nationally online.

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Phone  248.677.1762

Email    info@clearfinancial.net

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