Broker Check
Tim D. Clairmont, CFP®, MSFS

Tim D. Clairmont, CFP®, MSFS

Founder & CEO

Tim Clairmont is the founder and CEO of Clear Financial Partners, a wealth management firm in Lake Oswego, Oregon.

 

Tim’s 20 years of industry experience and his passion for helping others have resulted in international recognition in the financial community. Tim is ranked as a Top of the Table Member with the Million Dollar Round Table, one of the premier financial advisory and insurance organizations in the world.

After graduating from Whitman College in 1997 with a Bachelor of Arts in Economics, Tim went on to earn his Masters of Science in Financial Services in 2002. Shortly thereafter Tim earned his Certified Financial Planner designation, joining an elite group of advisors who have completed the necessary training and requirements to hold the CFP® designation. As a Certified Financial Planner, Tim is a fiduciary who is committed to comply with its rigorous continuing education and ethics standards. Tim also holds Series 6, 7, 24, 26, 63, and 65 securities registrations.

In addition to financial advising, Tim enjoys spending quality time with his fiancé and their blended family of five children. They enjoy traveling around the U.S. and abroad to sample local cuisine, visit new amusement parks, and sightsee both on land, and at sea. An avid scuba diver, Tim fondly recalls a recent dive in Iceland where he was able to have both hands on two different continents at the same time! On the weekends, you can find Tim enjoying a concert at McMenamin’s Edgefield or working on his second book at a local coffee shop.

DESIGNATIONS

Certified Financial PlannerTM

(CFP®)

2002

Certified Fund SpecialistTM

(CFS™)

2002

Board Certified in Mutual Funds

(BCM)

2005

Certified Tax Specialist

(CTS)

2005

Certified Annuity Specialist

(CAS)

2005

   
   

 

REGISTRATIONS/LICENSES

FINRA Series 24 Registration - General Securities Principal Examination

2013

FINRA Series 7 Registration - General Securities Representative Examination

2001

FINRA Series 65 Registration - Uniform Investment Advisor Law Examination

1998

FINRA Series 26 Registration - Investment Company and Variable Contracts Products Principal Examination

1998

Life & Health Insurance License

1997

FINRA Series 63 Registration - Uniform Securities Agent State Law Examination

1997

FINRA Series 6 Registration - Investment Company and Variable Contracts Products Representative Examination

1997

Education

Master of Science in Financial Services (MSFS)Institute of Business & Finance2005
GraduateThe College For Financial Planning2002
Bachelor of Arts in Economics (BA)Whitman College1997
GraduateBeaverton High School1994

 

**www.MDRT.org Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.