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ClearFocus Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

ClearFocus is an independent financial planning and investment services firm within the financial services industry. It starts by understanding each client's situation and goals, and it acts as a fiduciary to ensure recommendations align with the client's best interests. Through a structured, step-by-step planning process, the firm offers services such as financial management, investment management, retirement planning, and debt management to help clients make informed decisions.

Based in Mountainside, New Jersey, ClearFocus serves individuals seeking integrated financial planning and risk mitigation. The firm's mission centers on developing and implementing comprehensive financial plans that combine tailored investment strategies with robust risk management to support clients' long-term objectives.

Find ClearFocus employees' phone numbers or email addresses

ClearFocus Global Highlights

Location
Employees

North America
13

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  • United States Of America
    13

ClearFocus's Leadership

  • Practice Manager at ClearFocus
    J. M.
    Practice Manager
  • Certified Financial Planner at ClearFocus
    M. F.
    Certified Financial Planner
  • Certified Financial Planner at ClearFocus
    B. L.
    Certified Financial Planner
  • Certified Financial Planner™ at ClearFocus
    D. F.
    Certified Financial Planner™
  • Registered Investment Associate at ClearFocus
    L. F.
    Registered Investment Associate
  • Client Services Coordinator at ClearFocus
    J. S.
    Client Services Coordinator
  • Financial Advisor at ClearFocus
    T. M.
    Financial Advisor

ClearFocus Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Entertainment
  • Film & Video
  • Other
  • Finance

Contact profiles from ClearFocus

Name
Title
Contact
Location
Last Update
  • Practice Manager at ClearFocus
    J. M.
    Practice Manager
    United States, New York
    Apr 14, 2026
  • Certified Financial Planner at ClearFocus
    M. F.
    Certified Financial Planner
    United States, New Jersey
    Apr 15, 2026
  • Certified Financial Planner at ClearFocus
    B. L.
    Certified Financial Planner
    United States, New York
    Mar 25, 2026
  • Certified Financial Planner™ at ClearFocus
    D. F.
    Certified Financial Planner™
    United States, New Jersey
    Mar 25, 2026
  • Registered Investment Associate at ClearFocus
    L. F.
    Registered Investment Associate
    United States, New York
    May 29, 2024
  • Client Services Coordinator at ClearFocus
    J. S.
    Client Services Coordinator
    United States, New Jersey
    Oct 24, 2025
  • Financial Advisor at ClearFocus
    T. M.
    Financial Advisor
    United States, New Jersey
    Jun 01, 2026

Frequently Asked Questions

What is ClearFocus known for?

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ClearFocus operates in the Financial Services industry. Explore ClearFocus's company overview page for more information.

What is ClearFocus's most common email format?

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ClearFocus employees' email format typically follows the pattern of FLast@clearfocusfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more ClearFocus email formats with LeadIQ.

How many employees does ClearFocus have currently?

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ClearFocus has approximately 17 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are ClearFocus's key employees and leadership?

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As of August 2026, ClearFocus's key employees include:

  • Practice Manager: J. M.
  • Certified Financial Planner: M. F.
  • Certified Financial Planner: B. L.
  • Certified Financial Planner™: D. F.
  • Registered Investment Associate: L. F.

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