Robert Schmansky

CFP®
Retirement, Investing, Lifestage Based Planning
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“Robert Schmansky is the founder and President of Clear Financial Advisors, a fee-only holistic wealth management firm located in Metro-Detroit, Michigan where he assists individuals and families to create financial plans for their personal goals.”
Firm:

Clear Financial Advisors, LLC

Job Title:

President

Biography:

Rob Schmansky, CFP® is the founder of Clear Financial Advisors, a registered investment advisor in Metro-Detroit, Michigan. Clear Financial Advisors provides Fee-Only wealth management services.

Rob’s career mission has been to promote credentialed, holistic financial planning awareness among the public. Recognized in this goal, Rob was selected by CFP Board in 2014 to serve as CFP Board Ambassador. As an Ambassador, Rob promotes the importance of CFP® certification especially among the public in working with a CERTIFIED FINANCIAL PLANNER™ professional who is trained in the many areas of personal financial planning. 

In addition to his role as a CFP Board Ambassador, Rob is an Enrolled Agent (EA) helping clients in tax matters and tax planning, a Chartered Financial Consultant, and a Chartered Advisor for Senior Living. He also holds a Life Insurance Counselor license. Rob has also take post-graduate classes and received certificates in taxation and financial asset management.

Having over a decade of experience with the media, Rob is frequently quoted in the media, including the Wall Street Journal, New York Times, Forbes, CNBC, ABC News, CNN Money, Reuters, Detroit Free Press, Chicago Tribune, Dow Jones Newswires, MarketWatch, National Public Radio, and other publications. He has been published by Forbes, US News & World Report, FiLife (a former IAC / Dow Jones joint venture), Yahoo! Finance, and other outlets, in addition to his own Clear Money Blog

In addition to his work as a personal financial advisor, Rob is an adjunct instructor of economics, and he has also taught the required courses for candidates to sit for the CFP® examination. He has contributed to the retirement planning knowledge requirements for those seeking international CFP® certification under the Financial Planning Standards Board. 

In his free time Rob enjoys listening to non-fiction audiobooks, coaching youth lacrosse, and jogging.

Education:

BS, Human Ecology and Family Resource Management, The Ohio State University
MA, Economics, Walsh College

Fee Structure:

Fee-Only

CRD Number:

4530174

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    Career / Compensation, Personal Finance
How can I get into a financial career despite my major having nothing to do with finance?
100% of people found this answer helpful

I think it is a strength to have a degree in other fields, and often advise that. Communications skills for certain would be a great base to build from. I had a roommate with a communications degree that went into investment banking without a problem. Of course first jobs are generally more about 'who you know' than what you have on your resume. 

If you are interested in personal finance though, take the required courses that will allow you to sit for the CFP(r) examination and you will find work. There are some great online programs that you can take a class or two at a time. 

May 2017
    Banking, Career / Compensation
Should I open a bank account simply for the bonuses and close them right after?
100% of people found this answer helpful
May 2017
    Retirement, IRAs, Taxes
How can I determine if converting an IRA to a Roth IRA will be worthwhile?
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May 2017
    Asset Allocation, ETFs, Stocks
How do I determine which stocks I should cash out from a retail account and which I should place in a managed account?
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May 2017
    Investing, ETFs, Stocks
Do ETFs provide greater returns than stocks?
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May 2017