FAQs

Yes, ClearView is a fee-based fiduciary advisory firm that places clients’ interests first and provides complete transparency regarding fees and services. You will never have to doubt our intentions or question whether your financial plan is suited to your unique needs.

At ClearView, independence means freedom. We offer unbiased advice and a wide range of solutions — always guided by what’s best for you, not by institutional agendas or priorities. This flexibility allows us to customize portfolios to pursue the individual goals and objectives of each client. Additionally, as an independent advisor we have specialized knowledge from our experience working closely with individuals and businesses on a variety of complex cases. Most importantly, being independent allows ClearView to comply with its fiduciary duty fully, so clients can feel confident that our firm’s advice is always in their best interest.

Robert has an MBA from Fordham Business School in New York City. He holds Series 7, 24 and 63 licenses through LPL Financial and his 66 license through both LPL Financial and Private Advisor Group, LLC. He also holds several accredited designations to provide specialized services.

The Accredited Investment Fiduciary (AIF) designation is a professional certification that demonstrates an individual’s understanding of fiduciary duty and their ability to act in the best interests of clients when managing investments.

The Certified Plan Fiduciary Advisor (CPFA) credential program provides thorough training and emphasizes key learning areas such as fiduciary responsibility, regulatory compliance, and best practices in plan management.

The Chartered Retirement Planning Counselor (CRPC)* designation is a professional credential awarded by the College for Financial Planning (CFFP) to financial advisors who have completed a specialized program focused on retirement planning. This designation signifies that the advisor has expertise in managing the transition from working life to retirement, including wealth accumulation, income generation, and estate planning.

The Certified Exit Planning Advisor (CEPA) credential is a professional designation awarded by the Exit Planning Institute (EPI) to advisors who help business owners plan for exiting their businesses. CEPAs are trained in the Value Acceleration Methodology, which focuses on aligning business, personal, and financial goals to ensure a successful transition.

_{*CRPC conferred by College for Financial Planning.}

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For Robert’s full bio, please click here.

ClearView works best with individuals and business owners seeking a long-term, trusted relationship with a fiduciary financial advisor, and those who have specific goals and ideas for the future. We are comprehensive financial planners and specialize in tax-efficient retirement income planning for individuals and corporate 401k plans. Our most valuable work is done in the ten years preceding retirement and the first five years after retirement to create safe and predictable income streams. Our client relationships are based on mutual respect, trust, and transparency.

Your money is held in accounts registered in your name at large, well-established institutions such as LPL Financial, Fidelity, Pershing, TD, and Charles Schwab. You will have online access to your accounts and will receive statements to monitor progress.

Our client service model is thorough and flexible and can accommodate both face-to-face meetings or virtual sessions on Zoom. Our goal is to create an effective environment for collaborating and sharing important updates in the most convenient and time efficient manner. We are grateful for technology to keep us connected, but certainly also enjoy meeting at our offices when schedules allow.

Our first meeting together is primarily a discovery session where we will get to know each other to assess if we are a good fit. Through open dialogue and exchange of questions, we will discuss your current financial situation and future goals. You will learn about ClearView’s financial planning process, client service model, and the next steps to advance the relationship should we both agree to move forward.

Just click HERE to schedule a video call, phone call, or office visit. We are looking forward to meeting you.