Chief Possibilities Officer
CurrentCertified Financial Planner™ helping self-employed professionals turn Debt & Taxes into Savings & Investment™ and Make Work Optional.™
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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.
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.
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Certified Financial Planner™ helping self-employed professionals turn Debt & Taxes into Savings & Investment™ and Make Work Optional.™
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.
FPA Retreat - Where the Art & Science of Financial Planning come together. Retreat is Where Tomorrow Starts.
Financial Advisor serving members of the California State Teachers' Retirement System (CalSTRS).
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Don St. Clair works for St. Clair Financial.
Don St. Clair is listed as Chief Possibilities Officer at St. Clair Financial.
Don St. Clair is based in Roseville, California, United States while working with St. Clair Financial.
Don St. Clair has worked for St. Clair Financial, Mortgagenudge, 2012 Fpa Retreat Conference, Financial Planning Association Of Northern California, and Zuk Financial Group.
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.
Don St. Clair holds Bachelors, Finance from California State University, Long Beach.
Don St. Clair is listed with skills including Portfolio Management, Tax, Mortgage, Retirement Planning, Wealth Management, Debt, and Financial Planning.
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