CLEAR Retirement Advice
Business details
- Category
- Financial Services · Financial planner
- Address
- 1900 S Norfolk St #350, San Mateo, CA 94403
- Phone
- (800) 228-0310
- Website
- clearretirementadvice.com
- County
- San Mateo County
Hours
- Monday: 9 AM–5 PM
- Tuesday: 9 AM–5 PM
- Wednesday: 9 AM–5 PM
- Thursday: 9 AM–5 PM
- Friday: 9 AM–5 PM
- Saturday: Closed
- Sunday: Closed
About
San Mateo and Peninsula households turn to CLEAR Retirement Advice for retirement planning and portfolio management that bring clarity to big financial decisions. Jim explains each option in plain language and walks through realistic scenarios, so clients understand the tradeoffs before they choose.
He listens closely, weighs every input, and builds a personalized plan that is revisited and refined as circumstances change. Clients value his market insight and steady guidance, and many have watched their portfolios grow over the years.
Jim is also known for being matter-of-fact, kind, and approachable, which makes even complicated topics feel manageable. He is glad to help with tax and transition questions, including the account and planning steps that come with major life changes.
We serve clients across San Mateo County and the wider Peninsula, and we'd welcome the chance to hear about your goals.
Get in touch through our website to start the conversation.
He listens closely, weighs every input, and builds a personalized plan that is revisited and refined as circumstances change. Clients value his market insight and steady guidance, and many have watched their portfolios grow over the years.
Jim is also known for being matter-of-fact, kind, and approachable, which makes even complicated topics feel manageable. He is glad to help with tax and transition questions, including the account and planning steps that come with major life changes.
We serve clients across San Mateo County and the wider Peninsula, and we'd welcome the chance to hear about your goals.
Get in touch through our website to start the conversation.