Decades inside the industry.
Now helping you see it clearly.
Flat fee Financial Coaching. No Products. No Commissions
Founder & Financial Coach | Series 6, Series 7 qualified, Life & Health Licensed
I spent a decade inside the financial services industry. I am Series 6 and Series 7 qualified and licensed in life and health insurance across multiple states. I have seen how financial products get built, how they get sold, and what clients are almost never told.
Most people make the biggest financial decisions of their lives without anyone in the room who is not getting paid on the outcome. Not because they were careless, but because nobody ever sat down with them and just told them the complete, unfiltered truth. That is why Clear View Financial exists.
I don't sell products. I don't manage money. I don't have a commission to earn or a quota to hit. I look at what you have and I tell you what I see. What you do with that information is entirely up to you.
When your situation calls for specialized work — portfolio management, tax filing, estate documents, or a specific investment decision — I will connect you with trusted specialists who share the same conflict-free philosophy. Coaching is my lane.
When a decision calls for someone outside my lane, I will tell you exactly who to see and what to ask them.
Financial education, without the sales pitch. Understand your finances before your next big decision.
A few of the topics we walk through together
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.