Tim Clairmont, Clear Financial Partners Founder, Joins Cetera with $235M in AUA
SAN DIEGO, March 4, 2025 /PRNewswire/ -- Cetera Financial Group, the premier financial advisor Wealth Hub, announced that advisor Tim Clairmont, MSFS™, LACP, CTS, CAS, BCM, CFS* has joined Cetera Advisor Networks LLC via Cetera Wealth Partners. Clairmont, who joins Cetera under his firm name, Clear Financial Partners, has provided comprehensive financial planning and investment advice to clients for more than two decades and has $235 million in assets under administration** as of Oct. 11, 2024.
Clairmont's expertise in the financial services industry is well-recognized, and he is ranked as a Top of the Table Member with the Million Dollar Round Table, a financial advisory and insurance organization. He's spent his career not only advising his clients, but also providing educational resources to other advisors through his ClearFP Advisor Program.
"I've been looking for the right broker/dealer and RIA partner for a very long time. After kicking the tires on many, looking deep under the hood, and spending years on due diligence, I can honestly say that I am ecstatic to have settled on the perfect partner for our firm – Cetera," Clairmont said. "When you work with a broker/dealer and an RIA partner, you need to have a firm that has the resources to be significant while still having the forward-thinking mentality to adapt and fly in this rapidly changing landscape."
"Cetera's continued success in recruiting top-rated talent like Tim speaks volumes about the culture we have created," said Tom Halloran, Head of Advisor Channel communities at Cetera. "We're thrilled to work with an advisor and leader who values financial planning, high touch client service and a commitment to growth. I look forward to seeing what Tim accomplishes with the backing of Cetera's unmatched resources behind him."
Clairmont holds his Series 6, Series 7, Series 26, Series 24, Series 52TO, Series 53, Series 63, Series 65 and Series 79TO registrations. He founded Clear Financial Partners in 1997 and uses the holistic financial planning firm as a vehicle to provide clients with the best possible financial service. In 2017, he launched an international education initiative called ClearFP Advisor Program™ to train, assess, consult and offer practice development tools and strategies to other advisors.
Clairmont has become well-known as a leading financial professional who is often cited in Business Insider, U.S. News & World Report, Yahoo! Finance, CNBC Make It, Investor's Business Daily and Advisor News. Clairmont's expertise has also reached a global stage. In 2018, he spoke about emotional intelligence to an audience of more than 14,000 insurance and financial advisors from more than 60 countries as part of the MDRT Annual Meeting. The speech was also live-streamed to an audience of more than 70,000 viewers around the globe.
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About Cetera
Cetera Financial Group, which is owned by Cetera Holdings (collectively Cetera), is the premier financial advisor Wealth Hub where financial advisors and institutions optimize their control and value creation. Breaking away from a commoditized and homogenous IBD model, Cetera offers financial professionals and institutions the latest solutions, support, and services to grow, scale, or transition with a merger, sale, investment, or succession plan. Cetera proudly serves independent financial advisors, tax professionals, licensed administrators, large enterprises, as well as institutions, such as banks and credit unions, providing an established and repeatable blueprint for scalable growth.
Home to approximately 12,000 financial professionals and their teams, Cetera oversees more than $521 billion in assets under administration and $224 billion in assets under management, as of June 30, 2024. In a recent advisor satisfaction survey of nearly 35,000 reviews, Cetera's Voice of Customer (VoC) program vigorously measures advisor experience and satisfaction 24/7. Currently, it's ranked 4.8 out of 5 stars.
Visit www.cetera.com, and follow Cetera on LinkedIn, YouTube, X, and Facebook.
"Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Investment Advisers LLC, a registered investment adviser, and the following FINRA/SIPC members: Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. Located at: 655 W. Broadway, 11th Floor, San Diego, CA 92101.
*Cetera Wealth Partners is a region of Cetera Advisor Networks LLC. Registered Representative offering securities through Cetera Advisor Networks, member FINRA/SIPC. Advisory services offered through Cetera Investment Advisers LLC. Cetera firms are under separate ownership from any other entity.
**Value approximated based on asset holding details provided to Cetera.
Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must also adhere to the MDRT Code of Ethics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.
SOURCE Cetera Financial Group