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Annette Clearwaters, CFP® | Email Annette
Wealth Manager
Annette supports the financial planning process and investment management of client portfolios, although she primarily serves clients of Wealthstream Advisors’ sister company, Clarity Investments + Planning LLC. Annette and Michael Goodman launched Clarity in early 2009 to expand client service options, and she is thrilled to bring a flexible, fee-only business model to a broader range of people.
After years in architectural design, Annette realized she wanted a more concrete way of impacting clients’ lives. Her passion for personal finance and belief that everyone can gain from running a tight financial ship led her to financial planning.
A CERTIFIED FINANCIAL PLANNER™, Annette has also completed Level II of the Chartered Financial Analyst® designation. Her areas of professional interest include portfolio management and behavioral finance, the study of how individuals make financial decisions.
Annette lives in Manhattan with her husband, daughter and basset hound. She enjoys yoga and reading.
Education
Bachelor of Architecture, minor in Business, Scholars Program, Pennsylvania State University.
Associations
National Association of Personal Financial Advisors
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Financial Analyst® is a trademark owned by CFA Institute.
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