Advisor at Clear Wealth Management
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Firm
Clear Wealth Management
Location
Lynnwood, WA
Credentials
CFP®, Series 63, Series 66
Industry experience
15 years
Christopher Teofilak is a CFP® professional with 15 years of industry experience, currently serving at Clear Wealth Management since 2017. His prior roles include positions at Index Fund Wealth Management and Northwest Asset Management. Clear Wealth Management serves individual clients, including high-net-worth households, and small businesses by providing discretionary investment management and business consulting for employer retirement plans. The firm employs a range of investment strategies guided by fundamental analysis and delivers customized reporting and educational services to its clients.
Based on Clear Wealth Management
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.50% annually
$250 per hour for consulting services
Lynnwood, WA
New York · Texas · Washington
Clear Wealth Management, LLC
2017 - Present (9 years)
Index Fund Wealth Management, LLC
2017 - 2017 (1 year)
Northwest Asset Management
2015 - 2017 (2 years)
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Lawyer
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Real estate agent
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Other specialized services
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