Adam T. Clare, CPA, CFP®
Senior Planning Associate, Private Client Group
Adam joined the Clearstead Private Client Group in 2020. As a Senior Planning Associate, Adam provides analytical support for tax, financial planning, and investment management services for Clearstead clients.
Prior to joining Clearstead, Adam worked at a local family office firm, providing financial and tax services to high net worth clients. Adam earned his BA in Accounting from Lake Erie College in 2017. He holds the CPA and CFP® designations.
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