Clear Financial Consulting

Since 2014 Clear Financial Consulting  has been located in  Orange County California as a Finance Consulting  firm committed to provide clients with the highest degree of technical competence, professionalism and integrity when it comes to family financial planning and consulting.

About US

At Clear Financial Consulting, you’ll get a financial advisor who can help guide you through every stage of life by creating a plan that fits you – and the goals you want to achieve. Get started by downloading a free guide to help you protect and grow your wealth.
Interior Solutions Owner & Co-Owner

Our Mission​

Our mission statement reflects that our clients are the motivation behind what we do.  We strive to run a meaningful practice in the form of knowing, caring, and growing with them.  We serve our clients with our Network of professionals in different fields creating a pro-active approach, we strive to change lives through our work.

president Founder

Paul Patey

While we operate at a high level, we are also very down to earth.  Clients sometimes share very personal aspects of their lives with us, and we are reminded that we are all people.  We are all trying to live our best lives on Earth, doing the best with what we’ve been given.  Don’t be surprised if we give you a hug!

Get In Touch

Paul Patey / President Founder
What I do

Our Services

#1

Total Financial Advice

We help you organize all your personal finances to help us understand your starting point and where you want to go.

#2

Total Investment Advice

Our Investment Strategy is backed by our Great Network of professional advisors.

We diversify your money and give you broad exposure to all markets using low-cost index funds

#3

Lines of Credit

Despite the vast pool of home equity available, the reality is that many homeowners face obstacles when trying to access it. dolor in reprehenderit.

#4

Mortgage Loans

Whether you are a first time home buyer or a real estate investor or you desire to refinance your current loan CLEAR FINANCIAL CONSULTING INC and its Network of professionals on every field   is your one stop shop when it comes to Mortgage Loans advisory.

 

This Is Why

We Should Work Together

Always on Time

Hard Working

24/7 Availability

Maximum Profitability

Classified Transactions

Always Accurate

Testimonials

What My Clients Say?

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Amanda Lee
CEO & Founder Crix
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Adam Cheise
Director at Dynamic
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Adam Cheise
Director at Dynamic

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