Lawrence Vick
Managing Partner at Clear Financial Group | Glenview, Illinois, United States
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Lawrence Vick, as the Managing Partner of Clear Financial Group, plays a pivotal role in shaping the firm’s mission to provide clients with a clear understanding of their financial lives. With over 23 years of experience in the financial services industry, Lawrence has honed his expertise in constructing tailored investment strategies that align with the unique financial goals of individuals and families. His extensive knowledge encompasses a wide range of financial instruments, including mutual funds, alternative investments, and asset management, allowing him to offer comprehensive advice that is both competent and objective.
Since founding Clear Financial Group, Lawrence has been instrumental in fostering a culture of transparency and trust, ensuring that clients receive unbiased guidance without the influence of proprietary products. His CERTIFIED FINANCIAL PLANNER™ designation, earned in 2006, underscores his commitment to professional excellence and ethical standards in financial planning. Lawrence's skill set is further enhanced by his proficiency in retirement planning and asset allocation, enabling him to navigate the complexities of securities and investment strategies effectively.
Currently, Lawrence is leading key projects that focus on enhancing client engagement through educational initiatives and personalized financial planning workshops. By leveraging technology and data analytics, he aims to provide clients with deeper insights into their financial health, empowering them to make informed decisions. Under his leadership, Clear Financial Group continues to thrive as a trusted partner in the financial journey of its clients, reflecting Lawrence's dedication to fostering long-term relationships built on integrity and results.
Managing Partner at Clear Financial Group in December 2009 to Present
Partner at Lightopia in January 2006 to December 2015
Financial Advisor at Citigroup in December 2001 to December 2009
Financial Manager at Lightology in March 1999 to December 2001
Financial Executive at GSG Securities in September 1997 to March 1999
Intern at Valassis in January 1996 to January 1997
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Series 7
Wealth Management
Mutual Funds
Alternative Investments
Investments
Asset Managment
Strategic Financial Planning
Retirement Planning
Securities
Series 63
Retirement
Financial Services
Risk Management
Finance
Investment Strategies
Asset Allocation
Portfolio Management
Asset Management
Financial Planning
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What is Lawrence Vick email address?
Email Lawrence Vick at [email protected]. This email is the most updated Lawrence Vick email found in 2026.
What is Lawrence Vick phone number?
Lawrence Vick phone number is +17733683155 and +17737937843.
How to contact Lawrence Vick?
To contact Lawrence Vick send an email to [email protected]. If you want to call Lawrence Vick try calling on +17733683155 and +17737937843.
What is Lawrence Vick net worth?
Lawrence Vick has an estimated net worth of $750,000 to $999,999
What company does Lawrence Vick work for?
Lawrence Vick works for Clear Financial Group
What is Lawrence Vick's role at Clear Financial Group?
Lawrence Vick is Managing Partner
What industry does Lawrence Vick work in?
Lawrence Vick works in the Design Services industry.
Lawrence Vick Email Addresses
Lawrence Vick Phone Numbers
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