Clear Path Financial Employee Directory

Clear Path Financial corporate office is located in 220 Gibraltar Rd Ste 350, Horsham, Pennsylvania, 19044, United States and has 11-50 employees.

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Key Employees of Clear Path Financial

BL
Brandon Levith...
Financial Strategies Co-Founder & Managing Directo...
PhoneEmail
JG
Jason Goldstei...
Financial Strategies Co-Founder & Managing Directo...
PhoneEmail
PhoneEmail
PhoneEmail
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Clear Path Financial Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Clear Path Financial

Hundreds of professionals searching for Clear Path Financial have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

BL
Brandon Levithan
Email Direct
Financial Strategies Co-Founder & Managing Director
United States , Pennsylvania , Horsham

SM
Shane Mulligan
Email Direct
Wealth Management Advisor
United States , Pennsylvania , Horsham

TP
Tricia Pape
Email Direct
Financial Advisor & Director, Operations
United States , Pennsylvania , Horsham

JG
Jason Goldstein
Email Direct
Financial Strategies Co-Founder & Managing Director
United States , Pennsylvania , Horsham

RP
Rick Purvis
Email Direct
Business Coordinator
United States , Pennsylvania , Horsham

Former Employees at Clear Path Financial

Explore people who held key positions, contributed to Clear Path Financial's success, and advanced their careers.

FE
Francesca Engro
Senior Client Executiv... at Kforce
Worked as Account Administrator
at Clear Path Financial (2023-2024)
Email Direct
RT
Richard Tremblay
Business and Underwrit... at Shepherd Wealth Group
Worked as Business Underwriting
at Clear Path Financial (2018-2023)
Email Direct

Explore More

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Frequently Asked Questions Regarding Clear Path Financial Employees

How many employees does Clear Path Financial have?

Clear Path Financial has 11-50 employees

Who are Clear Path Financial key employees?

Some of Clear Path Financial key employees are Brandon Levithan, Jason Goldstein

Where is Clear Path Financial located?

Clear Path Financial’s headquarters are located at 220 Gibraltar Rd Ste 350, Horsham, Pennsylvania, 19044, United States

How do I contact Clear Path Financial?

Clear Path Financial Contact Info: Phone number: (215) 293-9344 Website: www.clearpath2.com

What does Clear Path Financial do?

Clearpath Financial provides guidance to families and businesses in making sound financial decisions, helping them achieve their dreams through a holistic approach. With over 100 years of combined experience, their team specializes in wealth management, asset protection, and estate planning strategies tailored to individual goals. They focus on bui... Read More

Is Clear Path Financial a public company?

Clear Path Financial is private company therefore does not currently have an official ticker symbol

See more information about Clear Path Financial Employees