ClearPointe Financial Group

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for ClearPointe Financial Group
Team photo for ClearPointe Financial Group

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Advisors

Advisor photo for Kevin Stevens

Kevin Stevens

CRPC, APMA®

Private Wealth Advisor

Visit Kevin Stevens's website
Advisor photo for Christopher Cagadas

Christopher Cagadas

CRPC, APMA®

Private Wealth Advisor

Visit Christopher Cagadas's website
Advisor photo for Charles J Stuck

Charles J Stuck

Financial Advisor

Visit Charles J Stuck's website
Advisor photo for Donald Karpick

Donald Karpick

CFP®

Associate Financial Advisor

Visit Donald Karpick's website
Advisor photo for Joseph A O'Hare

Joseph A O'Hare

Associate Financial Advisor

Visit Joseph A O'Hare's website
Advisor photo for Narayan Athanikar

Narayan Athanikar

MS, CIMA®, CRPC

Financial Advisor

Visit Narayan Athanikar's website


Team

Logan Morrison

Logan Morrison

Paraplanner

Judith Zawisza

Judith Zawisza

Administrative Assistant

Leanne MuellerGonzalez

Leanne MuellerGonzalez

Client Service Senior Coordinator