CFP®, ChFC, CASL, EA
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.
"To help clear the financial hurdles that obstruct your best possible life."
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.
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.
Robert Schmansky, CFP®, ChFC, EA, CASL