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Tim Clairmont, 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. Tim is a fiduciary who is committed to complying with 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.

*Click Here for Full Disclosures



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.

Tim Clairmont is an Amazon Best Selling Author!


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 



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 

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