ClearFocus
Financial Services
Mountainside, New Jersey, United States
15 employees
ABOVE
- Employees
- 15
- Contacts
- 3
- Emails
- 3
- Phones
- 3
ClearFocus Overview
- Headquarters
- Mountainside, New Jersey, United States
- Phone Number
- Available in AeroLeads
- Website
- clearfocusfinancial.com
- Industry
- Financial Services
- Employees
- 15
- Stock Symbol
- ABOVE
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About ClearFocus
Clear Focus, LLC is an independently owned financial planning and investment services firm. At ClearFocus, we are committed to maintaining the highest standards of integrity in our relationship with you, our client. We act in your best interest, as a true fiduciary, because we begin our planning process by understanding your situation and your financial goals. As a result, the information, services, and products we provide are always based on your specific needs and circumstances. While developing a customized financial program, we will walk you through a step-by-step process that will help you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We simply help you make the best decisions through balanced advice based on academic and practical research. We can help you execute a sound financial program utilizing financial management, investment management, retirement planning, debt management & focusing, and more. Our Mission: "Develop and implement custom and comprehensive financial plans with integrated investment strategies and true risk mitigation for our clients"
ClearFocus Contact Details
- People in AeroLeads
- 4
- With contact data
- 3
- Email contacts
- 3
- 75.0% coverage
- Phone contacts
- 3
- 75.0% coverage
ClearFocus Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| David Fazendeiro, Cfp® | Certified Financial Planner™ & Branch | Mountainside, New Jersey, United States |
View
|
| Dan Nathan | Chief Operating Officer and Founder | Raleigh, North Carolina, United States |
Email
Phone
|
| Kirk Dittmar | Retired: Principal, the Summit Group | Sunset Beach, North Carolina, United States |
Email
Phone
|
| Bill Logue, Rfc, Cfp® | Principal of Clearfocus, Llc | New York City Metropolitan Area, United States |
Email
Phone
|
Employees by Management Level
Individual contributor
5 profiles
Senior / Lead
2 profiles
Associate / junior
2 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 3 | 3 | 0 |
| General | 1 | 1 | 1 |
| Operations | 1 | 1 | 0 |
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