Financial advocacy means the professional explaining your finances has nothing to sell you.
Flat fee financial coaching. A second opinion on financial advice.
No products. No commissions. No agenda. Just clarity.
Financial Coach | Series 6 · Series 7 qualified · Life & Health Licensed | A decade inside firms like JP Morgan Chase, Smith Barney, and New York Life. Now working only for you
We help people facing major financial decisions go from uncertain to clear, so that they can decide with confidence and protect what they have built.
The problem is not that people are careless. The problem is that no one has ever explained it to them in plain language — without a sales pitch attached.
What clients say
"If I could give stars for my experience with Kevin, it would be 5 out of 5. The information and knowledge he shares about insurance, your 401(k), and your options is genuinely valuable.
Kevin explains everything in plain language. No question is a bad one. He will go over it with you, give you real examples, and make sure you actually understand what he's saying before you move on. Very easy to talk to.
If you are undecided about your future and your finances, I recommend his expertise to anyone."
Donald D
Clear View Financial Services provides financial education and coaching only. Nothing on this website or in any associated communication constitutes investment advice, a recommendation to buy or sell any security, or a solicitation of any investment product or service.
Kevin Dingle has held FINRA Series 6 and Series 7 registrations and Life and Health Insurance licensing. He is not currently registered as a registered representative or investment adviser representative. Clear View Financial Services is not a registered investment adviser, does not offer securities or investment advisory services, and does not provide personalized investment advice.
All information is general and educational only. Consult a licensed investment adviser, attorney, or tax professional before making any financial decision. Information you share is kept confidential except as required by law.
This website is not affiliated with or endorsed by FINRA, the SEC, or any other regulatory body.