Serce Financial

Providing Clear Solutions in an Uncertain World. The one constant in life is change. While change can be positive, it can often fuel uncertainty. For families, individuals, and businesses trying to navigate today’s uncertain financial world, change can be daunting. This is where Clearview Wealth Partners comes in. Our team of experienced planners have offices in Northern California and Scottsdale, Arizona. We are available to meet virtually across the country. We serve our clients as fiduciaries, which aligns our interests and simplifies the wealth management process by integrating all aspects of your financial life. We’ll provide a single, comprehensive financial plan that addresses each aspect of your financial management needs.

Green Leap Financial is a financial services company that provides a wide range of financial planning, investment, and insurance services to individuals and businesses in Santa Rosa, CA. Michael Green, a Certified Financial PlannerTM professional with over years of experience in the financial services industry. Green Leap Financial is committed to providing its clients with the highest quality of service and has been recognized as a top-rated financial advisor by several independent organizations.