Tim Clairmont, CFP, MSFS
Founder and CEO of Clear Financial Partners, a wealth management firm in Lake Oswego, Oregon
Tim’s 20+ years of industry experience and his passion for helping others have resulted in international recognition in the financial community. Tim is ranked as a Top of the Table Member with the Million Dollar Round Table,* one of the premier financial advisory and insurance organizations in the world.
After graduating from Whitman College in 1997 with a Bachelor of Arts in Economics, Tim went on to earn his Masters of Science in Financial Services in 2002. Shortly thereafter, Tim earned his Certified Financial Planner designation, joining an elite group of advisors who have completed the necessary training and requirements to hold the CFP designation. As a Certified Financial Planner, Tim is a fiduciary who is committed to comply with its rigorous continuing education and ethics standards. Tim also holds Series 6, 7, 24, 26, 63, and 65 securities registrations.
In addition to financial advising, Tim enjoys spending quality time with his fiancé and their blended family of five children. They enjoy traveling around the U.S. and abroad to sample local cuisine, visit new amusement parks, and sight-see both on land and at sea. An avid scuba diver, Tim fondly recalls a recent dive in Iceland where he was able to have both hands on two different continents at the same time! On the weekends, you can find Tim enjoying a concert at McMenamin’s Edgefield.
CERTIFIED FINANCIAL PLANNER
"Although many professionals may call themselves 'financial planners,' CFP professionals have completed extensive training and experience requirements and are held to rigorous ethical standards. They understand the complexities of the changing financial climate and know how to make recommendations in your best interest."
MASTER OF SCIENCE IN FINANCIAL SERVICES
MSFS provides advisors with the tools needed to analyze, plan and implement integrated financial and life strategies. They learn how to work effectively with high-net-worth clients and how to better integrate ethical considerations into the financial planning process. They are experts in the wealth accumulation process and understand how to work with business owners to develop compensation, succession planning and retirement strategies and how to guide individuals in the areas of tax minimization, retirement planning, and estate planning.
DESIGNATIONS YOU CAN TRUST
CFP & MSFS
Tim Clairmont is an Amazon Best Selling Author!
Certified Financial Planner (CFP )
Certified Fund Specialist (CFS )
Board Certified in Mutual Funds (BCM)
Certified Tax Specialist (CTS)
Certified Annuity Specialist (CAS)
FINRA Series 24 Registration - General Securities Principal Examination
FINRA Series 7 Registration - General Securities Representative Examination
FINRA Series 65 Registration - Uniform Investment Advisor Law Examination
FINRA Series 26 Registration - Investment Company and Variable Contracts Products Principal Examination
Life & Health Insurance License
FINRA Series 63 Registration - Uniform Securities Agent State Law Examination
FINRA Series 6 Registration - Investment Company and Variable Contracts Products Representative Examination
REGISTRATIONS / LICENSES
Master of Science in Financial Services (MSFS ) Institute of Business & Finance
The College For Financial Planning
Bachelor of Arts in Economics (BA) Whitman College
Beaverton High School