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Our People

David Fitzgerald

Managing Partner, Investment Advisor Representative

(610) 293-9211

(610) 293-9271

David@cvfpartners.com

Dave is the Co-Founder and Principal of Clearview Financial Partners and has worked in the financial service field since 1989. He began his career in wealth management after graduating Drexel University with dual degrees in Finance and...

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W. Ross Young

Partner, Investment Advisor Representative

610-293-9211

610-293-9271

Ross@CVFPartners.com

Ross is a partner Founder of Clearview Financial Partners, LLC, and has worked in the financial services industry since his graduation from Lebanon Valley college in 1999. Ross received his training in investment products and vehicles...

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Steve Montgomery

Partner, Investment Advisor Representative

610-293-9211

610-293-9271

Steve@CVFPartners.com

Steve has been an independent financial advisor since 2002, helping clients reach their life goals through custom portfolio management and detailed financial planning. He believes his primary job as an advisor is to help his clients...

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Andrew Factor

Partner, Investment Advisor Representative

(610) 293-9211

(610) 293-9271

Andrew@cvfpartners.com

As a Financial Advisor, Andrew focuses on investment and insurance planning, conducting equity research and developing portfolio allocations aligned with specific client needs, timeframes and goals. Andrew’s passion for the...

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Kathy Schaffer

Client Service

(610) 293-9211

(610) 293-9271

Kathy@cvfpartners.com

Kath has more than 20 years of experience in administrative support for a variety of businesses including financial services, executive search, career placement and fine wine and spirits. Most recently, Kathy worked at SEI Private...

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Ian Higgins

Client Associate

610-293-9211

Ian@CVFPartners.com

Ian is a financial professional with nearly a decade of experience in the financial services business. He cemented his passion for finance at the University of Pittsburg with a Bachelor of Science in Finance and Economics.  After...

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Michael Messler

Portfolio Manager

610-293-9211

910-293-9271

Mike@cvfpartners.com

Bio coming soon

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Sosi Kojouri

Client Service

610-293-9211

610-293-9271

Sosi@CVFPartners.com

Sosi is a financial professional with over 15 years of experience in Finance, providing financial analysis, reporting, and management. Sosi obtained her Bachelor of Arts degree in Mathematics with a Minor in Economics from Rosemont...

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