About Us
At ClearView Financial, we believe financial success starts with clarity. Our team of experienced advisors takes the time to understand your goals, values, and vision so we can design a plan that grows with you.
Our Mission
To provide clarity in our clients’ financial lives through education, partnership, and personalized planning.
Our Philosophy
We believe in planning with purpose. That means listening deeply, acting with integrity, and staying by your side as your goals evolve.
About Us
ClearView Financial Solutions was founded in 2015 by Paul Mass, a financial planner and industry veteran who has been providing guidance to executives and business owners since 1997. Paul was a former partner and co-founder of Sentinel Solutions, a New York City-based financial services firm. He left Sentinel Solutions in 2015 to pursue a singular focus on financial planning.
ClearView Financial Solutions offers comprehensive financial planning, investments and insurance to business owners, individuals and their families. The name “ClearView” is a reflection of Paul’s direct approach and his intent to bring clarity and focus to his clients’ financial picture.
The firm is based in mid-town Manhattan.
Our Team
Get to know The ClearView team! We are your dedicated partner in crafting a path toward the financial freedom you envision.
Nationally Ranked
The fifth annual Top Financial Security Professionals Best-In-State list from Forbes features some 1,445 experts and we are #44 in New York state. SHOOK Research’s rankings are based on one simple notion: “Would we recommend these professionals to a family member or a friend?”
