Earl A. Clairmont, Jr.

I'm one of the founding shareholders of CPC Financial Planning. I graduated from Villanova in 1970 with my accounting degree and spent years building the accounting practice alongside my partners. By the late 1980s, it became clear that our clients needed more than tax preparation. They had questions about retirement, investments, estate planning, and how all those pieces fit with their business decisions. That's why we established the financial planning side of the firm.

I earned my CFP designation in 1994 and my PFS credential from the AICPA in 1996. Since then, I've focused on comprehensive financial planning for individuals, business planning for closely held business owners, and wealth management for people approaching or in retirement. After decades in this work, what still drives me is helping people figure out what comes next and making sure they're prepared for it.

Credentials: CPA, PFS, CFP^®, Series 7, 24, 51, 63, 65, Life, Health and Accident Insurance License, Fixed and Variable Annuities