What does it mean to be a SmartVestor Pro?
ClearVista Financial founder, Mark Trice, is proud to be endorsed by Dave Ramsey as a SmartVestor Pro. SmartVestor Pros are financial advisors that agree with and follow Dave Ramsey's financial philosophies. They must go through an extensive vetting process before being selected as part of the program, and agree to provide excellent financial services to clients. At ClearVista Financial we work with you to help achieve your financial goals and will advise you every step of the way by promising to do the following:
1. I agree to the SmartVestor Code of Conduct.
I believe everyone deserves access to solid, professional investing guidance. I have earned my position as a SmartVestor Pro because of my experience in the industry and my drive to help others.
2. I provide a refreshing twist on financial planning.
I have the heart of a teacher, not the attitude of a salesman. I'm someone you can feel comfortable talking to and someone you can trust. We'll work together to create a plan to help you reach your goals.
3. I care about your future.
I'm more than a "financial planner"--I'm someone you can relate to. I fit your investments to your life, help you understand what you're investing in and why, and encourage you to stick with your long-term goals.
Learn more on Dave Ramsey's SmartVestor website here: