Clear Financial Partners

Finance · Oregon, United States · 11-50 Employees

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Overview

Headquarters

15573 Bangy Rd Ste 100, Lake Oswego, Ore...

Phone Number

(503) 579-1000

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
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Jun
ZI Rank
1
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About Clear Financial Partners

Clear Financial Partners is a wealth management firm based in Lake Oswego, Oregon, dedicated to providing personalized financial strategies tailored to individual client needs. They offer a range of services including portfolio management, life insurance strategies, variable and fixed index annuities, and alternative investments. The firm prioritizes client well-being by acting as fiduciaries and ensuring that their financial solutions align with clients' personal aspirations and values. Clear Financial Partners serves clients nationwide, emphasizing a client-centric approach to financial planning and investment management.Explore more
Clear Financial Partners's Social MediaPopular SearchesClear Financial PartnersClear Financial Partners IncAaron Hessel - Clear Financial PartnersFinancial Partners IncClearFP Advisor ProgramSIC Code 62,628NAICS Code 52,523Show more

Clear Financial Partners Org Chart

PhoneEmail
OA
United States flag for contact location.

Manager, Communications & Marketing

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clear Financial Partners

<$5M
11-50
Private
-
2001
OA
Olivia AndrewsManager, Communications & Marketing
<$5M
1-10
Private
-
2009
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2018
PL
Peter LeeCEO & Senior Wealth Advisor
<$5M
1-10
Private
-
2011
N/A
<$5M
11-50
Private
-
1958
VW
Viann WoottenManager, Business
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Clear Financial Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Clear Financial Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Clear Financial Partners.

Clear Financial Partners Tech Stack

A closer look at the technologies used by Clear Financial Partners

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Frequently Asked Questions Regarding Clear Financial Partners

What is Clear Financial Partners's official website?
Clear Financial Partners's official website is www.clearfp.com
What is Clear Financial Partners's Revenue?
Clear Financial Partners's revenue is <$5 Million
What is Clear Financial Partners's SIC code?
Clear Financial Partners's SIC: 62,628
What is Clear Financial Partners's NAICS code?
Clear Financial Partners's NAICS: 52,523
How many employees does Clear Financial Partners have?
Clear Financial Partners has 11-50 employees
What industry does Clear Financial Partners belong to?
Clear Financial Partners is in the industry of: Finance, Insurance, Securities Trading
What is Clear Financial Partners competition?
Clear Financial Partners top competitors include: Copper Canyon Wealth Management, Inflection Wealth Management, Stockade Wealth Management, Goodrich and Associates
What technology does Clear Financial Partners use?
Some of the popular technologies that Clear Financial Partners uses are: WordPress.org, PHP, Barracuda Networks, Google Cloud Web Serving
How do I contact Clear Financial Partners?
Clear Financial Partners contact info: Phone number: (503) 579-1000 Website: www.clearfp.com
What does Clear Financial Partners do?

Clear Financial Partners is a wealth management firm based in Lake Oswego, Oregon, dedicated to providing personalized financial strategies tailored to individual client needs. They offer a range of services including portfolio management, life insurance strategies, variable and fixed index annuities, and alternative investments. The firm prioritiz... es client well-being by acting as fiduciaries and ensuring that their financial solutions align with clients' personal aspirations and values. Clear Financial Partners serves clients nationwide, emphasizing a client-centric approach to financial planning and investment management.Read More

What are Clear Financial Partners social media links?
Clear Financial Partners Linkedin page Clear Financial Partners Twitter page Clear Financial Partners Facebook page
Is Clear Financial Partners a public company?
Clear Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about Clear Financial Partners

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