ClearVista Financial Employee Directory

Q: What is ClearVista Financial known for?

ClearVista Financial was founded in 2008. ClearVista Financial operates in the Investment Management industry.

Q: How many employees does ClearVista Financial have currently?

ClearVista Financial has approximately 11 employees.

Investment ManagementTexas, United States11-50 Employees

ClearVista Financial prides itself on creating a strong and caring relationship with it’s clients. Our representatives focus on integrating business and personal financial planning in order to offer comprehensive financial and wealth planning for individuals looking to attain core value financial goals. As investment advisor representatives with Cambridge Investment Research, Inc., their financial professionals provide money management services such as execution of trades, rebalancing of portfolios and periodic reviews.
Cambridge Investment Research, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.
 
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. ClearVista Financial & Cambridge are not affiliated.

Find ClearVista Financial employees' phone numbers or email addresses

ClearVista Financial Global Highlights

North America
14

United States Of America
14

ClearVista Financial's Leadership

M. T.
Comprehensive Retirement Planner | Financial Planning Strategist | President
Mobile Phone
Email
K. D.
Marketing And Communications Manager
Mobile Phone
Email
A. W.
Client Relationship Manager
Mobile Phone
Email
B. B.
Client Service Assistant
Mobile Phone
Email
K. J. W.
Client Operations Assistant
Mobile Phone
Email
J. T.
Executive Assistant
Mobile Phone
Email
H. T.
Life Coach
Mobile Phone
Email
J. P.
Grocery Cashier
Mobile Phone
Email

Contact profiles from ClearVista Financial

Name

Title

Contact Info

Location

Last Update

M. T.
Comprehensive Retirement Planner | Financial Planning Strategist | President
Mobile Phone
Email
United StatesTexas
Jun 19, 2024
K. D.
Marketing And Communications Manager
Mobile Phone
Email
United StatesTexas
Nov 04, 2025
A. W.
Client Relationship Manager
Mobile Phone
Email
Nov 04, 2025
B. B.
Client Service Assistant
Mobile Phone
Email
United StatesTexas
Nov 10, 2025
K. J. W.
Client Operations Assistant
Mobile Phone
Email
United StatesTexas
Nov 04, 2025
J. T.
Executive Assistant
Mobile Phone
Email
United StatesTexas
Nov 11, 2025
H. T.
Life Coach
Mobile Phone
Email
United StatesTexas
Nov 04, 2025
J. P.
Grocery Cashier
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
J. S.
Sales And Marketing Associate
Mobile Phone
Email
United StatesTexas
Feb 01, 2024

Frequently Asked Questions

What is ClearVista Financial known for?

ClearVista Financial was founded in 2008 operates in the Investment Management industry. The company's main headquarters is located in 1600 Lake Air Drive, Suite 125; you can contact the main corporate office by phone at

+1-512-351-****

. Explore ClearVista Financial's company overview page for more information.

What is ClearVista Financial's most common email format?

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

How many employees does ClearVista Financial have currently?

ClearVista Financial has approximately 11 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are ClearVista Financial's key employees and leadership?

As of December 2025, ClearVista Financial's key employees include:

Comprehensive Retirement Planner | Financial Planning Strategist | President: M. T.
Marketing And Communications Manager: K. D.
Client Relationship Manager: A. W.
Client Service Assistant: B. B.
Client Operations Assistant: K. J. W.

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