About Clear Perspectives Financial Planning
We were founded in 2008 by seasoned financial professionals and engineers in a Fortune 50 company. This core group was faced with family members struggling to find good, reasonably priced financial advice — and they sought to address this challenge by building an independent, fee-only firm.
We’ve since built a culture among all our advisors of serving others with care and the highest standards for knowledge and ethics. Our family atmosphere means we form close and trusting connections with those we serve, helping them stay on a path of financial health for years to come.