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Clear Financial Partners Employee Directory

Financial ServicesOregon, United States2-10 Employees

Clear Financial Partners is a wealth management firm based in Lake Oswego, Oregon. The firm focuses on helping clients pursue a personal vision of happiness through financial planning that emphasizes education, choice, transparency, and empathy, with an aim to ensure clients understand their options and have tools to design plans aligned with what matters most to them. Operating within the financial services industry, it provides advisory and securities services through its affiliated entities, supporting clients as they navigate investment and planning decisions. The company positions itself as a client-centered partner in financial guidance, serving a small professional team and serving individuals seeking personalized, solution-focused wealth management. The stated location is Lake Oswego, with services delivered through a structure that differentiates education and empathy as core values guiding client interactions.

Find Clear Financial Partners employees' phone numbers or email addresses

Clear Financial Partners Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

Clear Financial Partners's Leadership

  • Stylized image of a person
    C. B.
    Client Relations Officer
    Mobile Phone

Clear Financial Partners Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Arts & Design
  • Community & Social Services
  • Accounting
  • Administrative
  • Other

Contact profiles from Clear Financial Partners

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    C. B.
    Client Relations Officer
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

What is Clear Financial Partners known for?

Minus sign iconPlus sign iconClear Financial Partners was founded in 1997 operates in the Financial Services industry. Explore Clear Financial Partners's company overview page for more information.

What is Clear Financial Partners's most common email format?

Minus sign iconPlus sign iconClear Financial Partners employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Clear Financial Partners email formats with LeadIQ.

How many employees does Clear Financial Partners have currently?

Minus sign iconPlus sign iconClear Financial Partners has approximately 9 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Clear Financial Partners's key employees and leadership?

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As of July 2026, Clear Financial Partners's key employees include:

  • Client Relations Officer: C. B.

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