Don St. Clair

Don St. Clair Email and Phone Number

Certified Financial Planner™ Professional @
Don St. Clair's Location
Roseville, California, United States, United States
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.

Don St. Clair's Current Company Details
St. Clair Financial

St. Clair Financial

Certified Financial Planner™ Professional
Don St. Clair Work Experience Details
  • St. Clair Financial
    Chief Possibilities Officer
    St. Clair Financial May 2001 - Present
    Certified Financial Planner™ helping self-employed professionals turn Debt & Taxes into Savings & Investment™ and Make Work Optional.™
  • Mortgagenudge
    Owner
    Mortgagenudge Jan 2011 - Present
    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.
  • 2012 Fpa Retreat Conference
    Task Force Chair
    2012 Fpa Retreat Conference Jun 2011 - May 2012
    FPA Retreat - Where the Art & Science of Financial Planning come together. Retreat is Where Tomorrow Starts.
  • Financial Planning Association Of Northern California
    President
    Financial Planning Association Of Northern California Jan 2007 - Dec 2007
  • Zuk Financial Group
    Senior Associate
    Zuk Financial Group Dec 1991 - Apr 2001
    Financial Advisor serving members of the California State Teachers' Retirement System (CalSTRS).

Don St. Clair Skills

Portfolio Management Tax Mortgage Retirement Planning Wealth Management Debt Financial Planning

Don St. Clair Education Details

  • California State University, Long Beach
    California State University, Long Beach
    Finance
  • Pluralistic Networks
    Pluralistic Networks
  • Boston University
    Boston University
    Lifecycle Investing For Financial Planners
  • Aji Network
    Aji Network

Frequently Asked Questions about Don St. Clair

What company does Don St. Clair work for?

Don St. Clair works for St. Clair Financial

What is Don St. Clair's role at the current company?

Don St. Clair's current role is Certified Financial Planner™ Professional.

What schools did Don St. Clair attend?

Don St. Clair attended California State University, Long Beach, Pluralistic Networks, Boston University, Aji Network.

What skills is Don St. Clair known for?

Don St. Clair has skills like Portfolio Management, Tax, Mortgage, Retirement Planning, Wealth Management, Debt, Financial Planning.

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