Broker Check


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


Bio coming soon!

Tony DiSalvo

Wealth and Retirement Planning Advisor-Partner


Tamara Brungard

Office Manager - Client Service Associate


Jose Serra

Wealth and Retirement Planning Advisor-Partner


Eric Tuller

Wealth and Retirement Planning Advisor - Associate