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...
Jeffrey Factor, C.P.A
Partner, Investment Advisor Representative
(215) 643-7860
Jeff Factor is a trusted advisor to closely-held business owners and individual clients. His enduring client relationships begin with a deep understanding of each client’s goals and objectives, remaining steadfast over time with...
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
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...
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...
Ian Higgins
Client Associate
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...
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...