Advisors at this firm
Corey C
Series 63, Series 65, Series 66
Upland, CA
Clearwave Capital
Corey Cunningham is a financial advisor at Clearwave Capital with eight years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at BBVA S.A., Secfi Securities, LLC, and Sanford C. Bernstein & Co., LLC. Clearwave Capital serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio and asset management, financial planning, and retirement plan consulting. The firm employs a multi-faceted investment approach that incorporates fundamental, technical, and quantitative analysis, utilizing a range of securities and sub-advisors for portfolio implementation and oversight.
Peter V
Series 63
Upland, CA
Clearwave Capital
Peter Voss is a financial advisor at Clearwave Capital with 41 years of industry experience. He holds a Series 63 designation and previously worked at CommonWealth Financial Network and Cunningham & Voss Financial Services. In addition to his advisory role, he spends a significant portion of his time selling fixed insurance products, including health insurance and employee benefits. Clearwave Capital serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio and asset management, financial planning, and retirement plan consulting. The firm employs a multifaceted investment approach that includes fundamental and quantitative analysis, asset-allocation strategies, and use of sub-advisors to support implementation and oversight.
Garrett C
Series 63, Series 65
Upland, CA
Clearwave Capital
Garrett Cunningham is a financial advisor with Clearwave Capital who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He previously worked at CommonWealth Financial Network and Cunningham & Voss Financial Services. In addition to his advisory role, he spends a portion of his time selling individual and group medical, dental, fixed life, and disability insurance products. Clearwave Capital serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio and asset management, financial planning, and retirement plan consulting. The firm employs a diversified investment process that includes fundamental and quantitative analysis, asset allocation strategies, and may use margin, options, and alternative investments, often working with sub-advisors to implement and oversee accounts.