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 objective and personalized financial advice.
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.
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LPL Strategic Wealth Services
Chief Financial Officer
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Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.