Our People
David Fitzgerald
Managing Partner, Investment Advisor Representative
(610) 293-9271
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...
W. Ross Young
Partner, Investment Advisor Representative
(610) 293-9271
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...
Steve Montgomery
Partner, Investment Advisor Representative
(610) 293-9271
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...
Andrew Factor
Partner, Investment Advisor Representative
(610) 293-9271
Ian Higgins
Independent Advisor Representative
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...
David Fitzgerald Jr
Wealth Management Assistant
(610) 293-9271
Michael Messler
Portfolio Manager
(910) 293-9271
Kathy Schaffer
Client Service
(610) 293-9271
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...
Sosi Kojouri
Client Service
(610) 293-9271
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...