Company intelligence
ClearView Financial Solutions
Inter-generational fee-based financial planning
About ClearView Financial Solutions
ClearView Financial Solutions was founded in 2015 by Paul Mass, a financial planner and industry veteran who has been providing guidance to executives and business owners since 1997. Paul was a former partner and co-founder of Sentinel Solutions, a New York City-based financial services firm. He left Sentinel Solutions in 2015 to pursue a singular focus on financial planning. ClearView Financial Solutions offers comprehensive financial planning, investments and insurance to business owners, individuals and their families. The name “ClearView” is a reflection of Paul’s direct approach and his intent to bring clarity and focus to his clients’ financial picture. The firm is based in mid-town Manhattan.
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