Meet Our Financial Services Team

It is the commitment of Claritas Financial Partners to bring clarity to the financial lives of our clients. Using a collaborative, team approach, we focus on serving our clients’ needs together. 

Brian M. Lynn

Brian M. Lynn

Managing Partner

Jim Pacheco

Jim Pacheco

Partner

John Fessler

John Fessler

Partner

Peter Berlin

Peter Berlin

Wealth Advisor

Nick Bevad

Nick Bevad

 Wealth Advisor

Rob Costello

Rob Costello

Operations Manager

Molly Lynn, Ruby Fessler, Crush Pacheco

Molly Lynn, Ruby Fessler, Crush Pacheco

Directors of Happiness

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What is your risk score?

What is your risk score?

Riskalyze


Riskalyze is award-winning technology that quantifies your acceptable levels of risk and reward. Using this tool, we ensure that your portfolio defines your investment goals and expectations.

Our Approach & Financial Services

Our professionals help our clients develop sound financial planning and wealth management strategies. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and wealth preservation.

Our approach focuses on three areas:

Investments

• Bonds
• Common Stock
• Educational IRA
• Traditional IRA
• Roth IRA
• SEP IRA
• Simple IRA
• Brokerage Accounts
• Treasury Bills
• Government Securities
• Treasury Notes
• Variable Annuities 

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Financial Planning

• Retirement Plans
• Tax Plans
• 401(k) Planning
• 403(b) Planning
• College Plans
• Estate Plans
• Money Purchasing Plans
• Profit Sharing Plans
Physician Plans


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Insurance

• Disability Income Insurance
• Life Insurance
• Long-Term-Care Insurance

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