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MEET YOUR FINANCIAL JOURNEY GUIDES.

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

At our firm, we have the client—and only the client—in mind.

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.

Matthew Sherman

Investment Adviser

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.

Our Team

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

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.

SCHEDULE A STRATEGY CALL
Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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