Adam Clare Cpa Cfp
I am a Certified Public Accountant and CFP Professional. Since 2018 I have been working with high-net-worth families... | 823 Balsam Court, Painesville, United States
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Adam Clare Cpa Cfp’s Emails ac****@bd****.com
Adam Clare Cpa Cfp’s Phone Numbers No phone number available.
Social Media
Adam Clare Cpa Cfp’s Location 823 Balsam Court, Painesville, United States
Adam Clare Cpa Cfp’s Expertise I am a Certified Public Accountant and CFP Professional. Since 2018 I have been working with high-net-worth families to provide tax and financial planning services. Prior to that, I worked at a public accounting firm for two years, specializing in businesses in the real estate and restaurant industries. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Adam Clare Cpa Cfp’s Current Industry Clearstead
Adam
Clare Cpa Cfp’s Prior Industry
Lake Erie College
|
Parker Hannifin
|
Leadership Lake County
|
Bdo Usa
|
St Clair Advisors
|
Clearstead
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Work Experience
Clearstead
Senior Planning Associate
Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Lake Erie College
Adjunct Professor
Sun Jan 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Apr 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Clearstead
Client Planning Associate
Wed Apr 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Dec 01 2022 00:00:00 GMT+0000 (Coordinated Universal Time)
St Clair Advisors
Tax Associate
Thu Feb 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Apr 01 2020 00:00:00 GMT+0000 (Coordinated Universal Time)
Bdo Usa
Tax Associate
Thu Jun 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Feb 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Bdo Usa
Core Services Tax Intern
Fri Jan 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jun 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Leadership Lake County
Collegiate Leadership Program
Mon Sep 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Dec 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Lake Erie College
Resident Assistant
Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2016 00:00:00 GMT+0000 (Coordinated Universal Time)
Parker Hannifin
Accounting Intern
Tue Jul 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Dec 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time)
Lake Erie College
Campus Tour Guide
Thu Aug 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Aug 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Adam Clare Cpa Cfp Email Addresses
FAQ About Adam Clare Cpa Cfp
-
Adam Clare Cpa Cfp is located at
823 Balsam Court, Painesville, United States -
Adam Clare Cpa Cfp is a
I am a Certified Public Accountant and CFP Professional. Since 2018 I have been working with high-net-worth families to provide tax and financial planning services. Prior to that, I worked at a public accounting firm for two years, specializing in businesses in the real estate and restaurant industries. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Clearstead -
Adam Clare Cpa Cfp currently works in the
Clearstead -
Adam Clare Cpa Cfp specializes in
I am a Certified Public Accountant and CFP Professional. Since 2018 I have been working with high-net-worth families to provide tax and financial planning services. Prior to that, I worked at a public accounting firm for two years, specializing in businesses in the real estate and restaurant industries. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP certification mark, the CERTIFIED FINANCIAL PLANNER certification mark, and the CFP certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements. -
Adam Clare Cpa Cfp speaks the following languages:
No languages available. -
Adam Clare Cpa Cfp has prior experience in the following industries:
Lake Erie College , Clearstead , St Clair Advisors , Bdo Usa , Bdo Usa , Leadership Lake County , Lake Erie College , Parker Hannifin , Lake Erie College -
Adam Clare Cpa Cfp has the following professional experience:
Clearstead , Lake Erie College , Clearstead , St Clair Advisors , Bdo Usa , Bdo Usa , Leadership Lake County , Lake Erie College , Parker Hannifin , Lake Erie College . -
You can view Adam Clare Cpa Cfp’s
LinkedIn profile at LinkedIn URL. -
Adam Clare Cpa Cfp’s work email addresses are
[email protected] . -
Adam Clare Cpa Cfp works at
Clearstead
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