John Damiano

With a career that began at Dean Witter in 1997 which became Morgan Stanley then in 2006, John joined Merrill Lynch before starting Clear Goal Financial LLC in 2020 to become an independent financial advisor. Dedicated to putting his clients and their financial goals first, he has developed long-term relationships with clients and has worked diligently to find sound financial strategies that will help pursue their financial goals.

As an investment professional with over 24 years of experience, John implements advanced wealth management strategies for executives, retirees, business owners and professional clients across the country. His focus is on portfolio management , wealth planning, income and tax management strategies, and estate planning strategies for both high net worth individuals and corporations. He is committed to taking the time to listen to his clients in order to understand their long term goals and needs to help create personalized financial strategies and strives to deliver exceptional client service.

John is constantly striving to find ways to better himself in order to continuously elevate the service and learning for his clients. John attended Cuyahoga Community College and has an Associate degree in Business Management and finance. He currently holds the Chartered Retirement Planning Counselor-CRPC®. John works closely with his team and the vast investment resources available in working with clients in creating truly customized, holistic wealth management strategies.

On a personal level, John is married and has two adult children and two grandsons. John gives his all to the parts of his life that mean the most to him, spending time with family, he enjoys sports, and exercise along with playing golf. He and his wife support various charities from United Way to volunteering at the Cleveland Food Bank.

CRPC conferred by College for Financial Planning.

Website: https://www.cleargoalfinancial.com/