Founder, Personal CFO, MBA, CRPC®, AIF®, CDFA, CPFA at ClearView Investment Partners, LLC NJ - Florham Park, NJ, US
ClearView Investment Partners provides wealth management services to small and medium businesses and private clients. Founder, Robert Sorge understands how complex and overwhelming the world of investing can be. That's why ClearView will take a complete look at your financial picture, including both existing obligations and future goals, and develop plans that are right for you or your plan.Robert believes financial confidence can come from having a sound, lifetime financial plan built as a result of a collaborative effort between a client and an advisor.ClearView Investment Partners is a full-service advisory firm located in Florham Park, NJ. Through its partnership with LPL Financial, the nation's largest independent broker/dealer*, the firm is enhanced with an expansive catalog of services and resources, including objective market research, compliance oversight, innovative technology and ongoing consulting and training.*As reported in Financial Planning magazine, 1996 — 2016, based on total revenues.