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Our Approach

At ClearFocus, we are committed to maintaining the highest standards of integrity in our relationship with you, our client.

We act in your best interest, as a true fiduciary, because we begin our planning process by understanding your situation and your financial goals. As a result, the information, services, and products we provide are always based on your specific needs and circumstances.

Our fiduciary standard also helps to insure you of constant vigilance over your financial plan. In response to the fluid nature of today's economic climate, informed decisions, based sound academic data along with economic principles are routinely recommended to help you reach your financial goals.

As trusted stewards of your wealth, we take pride in our role as partners with you on your journey.

Associates

Bill Logue, RFC, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

(908) 228-8400

(908) 228-8415

BLogue@ClearFocusFinancial.com

Bill has been serving others through successful business ventures for over 30 years. After graduating Drexel University, Bill worked with individuals and businesses to reach their financial goals. Since 1997 he has been dedicated to...

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Matthew Filik RFC, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

(908) 228-8400

(908) 228-8415

MFilik@ClearFocusFinancial.com

Matthew's financial consulting process is rooted in the balance of academic research and practical applications that provides a simplified and clear path to helping clients achieve their goals. A believer in continuing professional...

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David Fazendeiro

Financial Advisor & OSJ Principal

(908) 228-8400

(908) 228-8415

DFazendeiro@ClearFocusFinancial.com

David Fazendeiro, a Union County native, graduated from Kean University and achieved much success in the title insurance industry before moving to retail financial services. David holds many professional financial licenses which...

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Jackie Mittelhammer

Practice Administrator

(908) 228-8400

(908) 228-8415

JMittelhammer@ClearFocusFinancial.com

Jackie was born and raised not far from here in Bergen County, NJ. She received her degree in Criminal Justice from Rowan University and proceeded to gain experience in the insurance and financial services fields. After many years in...

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Lynda Forese

Registered Investment Associate

(908) 228-8400

(908) 228-8415

LForese@ClearFocusFinancial.com

Lynda Forese has been a Union county resident for over 25 years. She received her MBA from Rutgers University and had achieved much success in the consumer electronics industry before moving into retail banking and financial services....

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Brooke Livoti

Marketing Consultant

(908) 228-8400

(908) 228-8415

Brooke is from Hunterdon County, New Jersey. She is on her way to receiving her bachelor’s degree in Business Administration with a Concentration in Finance from Montclair State University. While at ClearFocus she is excited to...

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