Our Team
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.
Raven Steiner
Financial Planning Support and Investment Specialist
212-536-8706
Nationally Ranked
The fourth 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?”
