Team

At Clear View Advisors, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

Allan Robertson

Wealth and Retirement Planning Advisor-Partner -AIF

570-601-6758

arobertson@clearviewadvisorspa.com

Bio coming soon!

Tony DiSalvo

Wealth and Retirement Planning Advisor-Partner

570-601-6757

adisalvo@clearviewadvisorspa.com

Jose Serra

Wealth and Retirement Planning Advisor-Partner

570-601-6756

jserra@clearviewadvisorspa.com

Amber Baney

Office Manager Client Care Consultant

5706016759

570-326-2542

Amber@clearviewadvisorspa.com

Sydney Robertson

Wealth and Retirement Planning Advisor - Associate

570-601-6758

Sydney@ClearViewAdvisorsPA.com

Zoe Trinca

Client Support and Administrative Associate

570-601-6759

570-326-2542

zoe@clearviewadvisorspa.com