Updated:
Clear Skies Financial
Clear Skies Financial is an independent fiduciary wealth management firm that provides comprehensive wealth management integrating investment strategy, tax...
Clear Skies Financial
Clear Skies Financial is an independent fiduciary wealth management firm that provides comprehensive wealth management integrating investment strategy, tax planning, and personalized advice. The firm serves affluent individuals, families, and business owners with services including investment management, tax strategy and planning, retirement and cash-flow planning, and estate coordination. It is a Registered Investment Adviser with transparent, fee-only pricing and no commissions.
General information
Firm type
RIA
Year founded
2015
Location
City
Gilbert
Principals
Jon Geib
Sector focus
Frequently asked questions
Who runs Clear Skies Financial?
No public sources list any operator, principal, or investment team member for Clear Skies Financial. The firm does not appear in media, regulatory filings, or its own marketing materials. Its governance structure is unconfirmed.
What is the wealth origin for Clear Skies Financial?
The source of capital behind Clear Skies Financial is not publicly documented. No family name, industry origin, or wealth event has been linked to this entity.
How does Clear Skies Financial deploy capital?
No investment strategy, sector focus, or geographic preference has been disclosed. Public records contain no data on asset classes, stage targets, or fund commitments.
Does Clear Skies Financial have any known portfolio companies?
No portfolio holdings, co-investments, or partnership deals are listed in any public source. The firm's investment footprint is unknown.
What is the AUM of Clear Skies Financial?
Clear Skies Financial does not publicly disclose AUM. No estimate from media or data vendors has been identified.
Where is Clear Skies Financial located?
The firm's headquarters city and country are not publicly available. No office addresses or jurisdictions have been filed or reported.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: