Meet your guides for your financial journey.

Embark on the retirement of your dreams.
We guide families and individuals along the path to their ideal retirement.

Meet your guides for your financial journey.

Embark on the retirement of your dreams.
We guide families and individuals along the path to their ideal retirement.

MEET THE GUIDES

ClearPath Financial has recruited the highest quality professionals to guide you along your path. Our dedication is only matched by the passion to help you navigate to your dream retirement.

matthew1

Matthew Sherman,

President and Retirement Income Planner

Matthew spent years working with top financial planners across the country, learning to create safe and effective retirement plans by taking a multi-element approach. Through ClearPath Financial, Matthew is working to promote financial literacy throughout California. His mission to empower families through education has led him to a partnership with one of California’s largest estate planning firms, allowing him to expand services offered.

Matthew has a strong background in state and federal rules regulating retirement planning. HIs experience and ability to stay at the forefront of changing laws and trends has allowed him to cultivate an ability to build effective retirement plans, particularly for residents of Southern California.

Matthew’s dedication to empowerment is evident in his passion to share financial literacy.

Matthew and his wife have two children. When he is not leading financial literacy classes or in the office, he enjoys investing in his family and spending time with his children.

adam

Adam Elesie

Vice President

Retirement Income Planner

julie

Julie Mohamed

Client Relations Manager

heathern

Heather L. Schreiber, RICP®

retire

ARE YOU READY TO SET SAIL ON A JOURNEY OF A LIFETIME?

To learn more about our retirement solutions, contact us today to schedule a meeting or register for free educational workshop.

Call us  888-603-9379