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Don St. Clair Email & Phone Number

Chief Possibilities Officer at St. Clair Financial
Location: Roseville, California, United States 5 work roles 4 schools
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Current company
St. Clair Financial
Role
Chief Possibilities Officer
Location
Roseville, California, United States

Who is Don St. Clair? Overview

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Quick answer

Don St. Clair is listed as Chief Possibilities Officer at St. Clair Financial, based in Roseville, California, United States. AeroLeads shows a matched LinkedIn profile for Don St. Clair.

Don St. Clair previously worked as Owner at Mortgagenudge and Task Force Chair at 2012 Fpa Retreat Conference. Don St. Clair holds Bachelors, Finance from California State University, Long Beach.

Profile bio

About Don St. Clair

Certified Financial Planner™, Accredited Investment Fiduciary®, Chartered Special Needs Consultant® and Certified College Financial Consultant with more than 30 years of experience helping clients turn debt & taxes into savings & investment™. Creator of LifeCycle Financial Management™ - a holistic approach to personal finance that is far less reliant on stock market performance than traditional models in producing successful planning outcomes. Owner of MortgageNudge®, an easy to use FREE online tool giving you a simple, painless, tax-friendly way to pay off your mortgage, retire debt-free, and sleep like a baby. And developer of DebtToolz™ for Advisers (coming soon), designed to help their clients reach their goals with powerful strategies for the liabilities-side of the balance sheet.Financial planning and investment management services offered through St. Clair Financial, a Registered Investment Adviser.

Listed skills include Portfolio Management, Tax, Mortgage, Retirement Planning, and 3 others.

Current workplace

Don St. Clair's current company

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St. Clair Financial
St. Clair Financial
Chief Possibilities Officer
5 roles

Don St. Clair work experience

A career timeline built from the work history available for this profile.

Chief Possibilities Officer

Current
St. Clair Financial

Certified Financial Planner™ helping self-employed professionals turn Debt & Taxes into Savings & Investment™ and Make Work Optional.™

May 2001 - Present

Owner

Mortgagenudge

MortgageNudge® is an easy-to-use online tool that evaluates your current loan, then customizes a payoff strategy to fit your budget and your goals. A complement to your new or existing 30-year fixed rate mortgage, there's no need to refinance, no expensive software to purchase, and no hidden fees or charges.

Task Force Chair

2012 Fpa Retreat Conference

FPA Retreat - Where the Art & Science of Financial Planning come together. Retreat is Where Tomorrow Starts.

Jun 2011 - May 2012

President

Financial Planning Association Of Northern California
Jan 2007 - Dec 2007

Senior Associate

Zuk Financial Group

Financial Advisor serving members of the California State Teachers' Retirement System (CalSTRS).

Dec 1991 - Apr 2001
4 education records

Don St. Clair education

Bachelors, Finance

California State University, Long Beach

Education record

Pluralistic Networks

Lifecycle Investing For Financial Planners

Boston University

Education record

Aji Network
FAQ

Frequently asked questions about Don St. Clair

Quick answers generated from the profile data available on this page.

What company does Don St. Clair work for?

Don St. Clair works for St. Clair Financial.

What is Don St. Clair's role at St. Clair Financial?

Don St. Clair is listed as Chief Possibilities Officer at St. Clair Financial.

Where is Don St. Clair based?

Don St. Clair is based in Roseville, California, United States while working with St. Clair Financial.

What companies has Don St. Clair worked for?

Don St. Clair has worked for St. Clair Financial, Mortgagenudge, 2012 Fpa Retreat Conference, Financial Planning Association Of Northern California, and Zuk Financial Group.

How can I contact Don St. Clair?

You can use AeroLeads to view verified contact signals for Don St. Clair at St. Clair Financial, including work email, phone, and LinkedIn data when available.

What schools did Don St. Clair attend?

Don St. Clair holds Bachelors, Finance from California State University, Long Beach.

What skills is Don St. Clair known for?

Don St. Clair is listed with skills including Portfolio Management, Tax, Mortgage, Retirement Planning, Wealth Management, Debt, and Financial Planning.

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