Clarity‑first financial guidance that brings every part of your money life into one view.
Clear Finance Sphere began in 2008 with a simple idea: people make better decisions when their banking, borrowing, insurance, and investments are explained together—not in separate silos.
What started as a small advisory office in Los Angeles has grown into a multi‑discipline firm that helps clients across California coordinate checking accounts, savings plans, investment portfolios, mortgages, business financing, and insurance coverage.
Today, we manage more than $2 billion in assets and have guided over 5,000 individuals, families, and business owners through key milestones such as buying a first home, launching a company, paying for college, planning retirement, and protecting loved ones with the right insurance.
Recognized for excellence in financial services and customer satisfaction.
Certified financial professionals with decades of combined experience.
Every decision we make is guided by what's best for our clients.
Your financial security and privacy are our highest priorities.
The principles that guide everything we do
To empower individuals and businesses to achieve financial success through personalized, innovative, and trustworthy financial services that make a meaningful difference in their lives.
To be California's most trusted and respected financial services firm, known for our unwavering commitment to client success and our innovative approach to financial solutions.
Meet the team behind Clear Finance Sphere’s planning, lending, insurance, and investment decisions.
Chief Executive Officer
With over 20 years in financial services, Michael leads our strategic vision and ensures we deliver exceptional value to every client.
Chief Financial Officer
Sarah brings 18 years of experience in financial planning and investment management, ensuring our clients' portfolios are optimized for success.
Chief Operations Officer
David oversees our daily operations and client services, ensuring every interaction exceeds expectations and delivers outstanding results.
The results speak for themselves
We believe in giving back to the California communities that have supported our growth.
Clear Finance Sphere is proud to support local charities, educational initiatives, and community development projects throughout California. We sponsor financial literacy programs in schools, support local small businesses, and contribute to various charitable organizations.
Free workshops and seminars for students and adults
Mentoring and funding for local entrepreneurs
Annual donations to local charities and causes
Schedule a conversation with Clear Finance Sphere and walk away with a coordinated plan that connects banking, borrowing, insurance, and investing.