At Claritas Financial Partners, we have the client—and only the client—in mind. Our goal is to bring Clarity to your Financial life.
Our reasons for becoming financial professionals are deeply personal. Brian dreamed of being a financial advisor when he was in college, envisioning having his own firm one day. Jim has been in the industry nearly 30 years and is passionate about serving his clients as an advisor and serving the community as an active firefighter. John has known no other career since graduating from college. The three have come together as a team, forming Claritas Financial Partners and are excited to expand their offerings to their clients.
Peter, who has has nearly 33 years of experience in the financial services industry, made the decision to join Claritas Financial Partners to improve his client service and continue to provide his clients with personalized financial advice.
Nick, who joined the team in April 2022, shares in the team’s commitment to providing clients with the highest level of service. With more than 15 years in the industry, he specializes in financial planning, portfolio modeling, asset allocation and estate planning, and loves sitting down with clients and finding strategies to meet their unique needs.
The team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
Using a collaborative, team approach, we focus on serving our clients’ needs together.
Directors of Happiness
Chief Financial Officer
Sr Marketing Consultant
©2022, Claritas Financial Partners. All Rights Reserved.
For more information about our firm and the services we offer, send us a quick email or call the office. We
welcome the opportunity to speak with you.
1 Holtec Drive,
Marlton, NJ 08053
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