Robert Schmansky (CFP®, EA, MA)

Robert Schmansky focuses in the
following client markets or areas of practice:

  • Hourly
  • Investment Advice with Ongoing Management
  • Investment Advice without Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

  • Financial planning and investment management services
  • Project and hourly financial planning
  • Investment management and review
  • Retirement planning
  • College planning

Additional Information

Robert Schmansky, Founder & Personal Financial Advisor, began his career with a fee-only financial planning firm specializing in investment management and tax planning for senior corporate management. He subsequently worked on the investment advisory committee for one of the nations largest independent investment management firms before founding Clear Financial Advisors. 

Clear Financial Advisrs provides holistic wealth management and project-based financial planning engagement, as well as online, fee-only financial guidance

Rob is the 2013 North American finalist for the PlanPlus Global Financial Planning Awards and was selected by InvestmentNews in 2015 as a Top 40 Under 40 talent in the financial advice industry.

He writes for Forbes, and is frequently quoted in the media, including the Wall Street Journal, Forbes, ABC News, Reuters, Dow Jones Newswires, MarketWatch, National Public Radio, and other publications.

Rob has taught required courses for the CFP® examination as an adjunct instructor at Saginaw Valley State University. He is a contributing writer to NAPFA's Fee-Only Planner blog at Forbes and FPA's blog All Things Financial Planning, as well as other publications; an investment expert for FiLife, a former Dow Jones/IAC joint Internet venture; and he blogs at Clear.Money

In his free time, Rob enjoys coaching youth lacrosse, reading history and biographies, and jogging.

NAPFA Start Date

June 29, 2009

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This Office

9615 Main St Whitmore Lake, MI 48189-9599 Phone: (248) 677-1762

Other Offices

39111 6 Mile Rd Livonia, MI 48152-3926 Phone: (248) 677-1762