Broker Check

Team

Jason Goldstein, ASA, MAAA, RICP®

Co-Founder and Managing Director, Financial Strategies

(267) 664-0618

(215) 441-4123

jasongoldstein@financialguide.com

Jason S. Goldstein, Managing Director, Financial Strategies at Clear Path Financial. Jason helps business owners and individuals plan by offering solutions and strategies that can help reduce risk levels based on his...

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Brandon Levithan, CFP®, ChFC®, RICP®

Co-Founder and Managing Director, Financial Strategies

(215) 915-6800

(215) 441-4123

blevithan@financialguide.com

Brandon helps individuals, families, and business owners create custom financial plans consisting of investment and insurance strategies tailored to fit their specific needs and goals. He utilizes a holistic approach...

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Kyle M. Dunn, MBA

Director, Financial Strategies

(267) 421-3666

(215) 441-4123

kdunn@financialguide.com

Kyle M. Dunn, Director of Financial Strategies at Clear Path Financial. Kyle began his career in the property and casualty market and eventually began working closely with business owners, individuals and families. Within this...

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Sean O'Rourke

Financial Services Representative

(215) 603-7411

(215) 441-4123

sorourke@financialguide.com

Sean P. O’Rourke, Financial Advisor at Clear Path Financial. Sean works with individuals, families, and business owners helping them on the path to financial freedom. By gaining a comprehensive understanding of his clients’...

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Rick Tremblay

Office Manager

(215) 293-9356

(215) 441-4123

rtremblay@financialguide.com

Rick has over 35 years of experience in the Insurance & Financial Services industry. His primary focus includes new business underwriting and sales/marketing. He has home office and field experience working directly with senior...

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Julia Zhai, PhD, EA

Financial Advisor

(215) 293-9365

(215) 441-4123

gzhai@financialguide.com

Julia Zhai’s focus is in helping highly successful professionals and business owners plan their financial futures by offering solutions and strategies that strive to help reduce their tax liabilities, increase their net worth,...

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Frank Wu

Financial Services Representative

(347) 768-1686

(215) 441-4123

frankwu@financialguide.com

Frank graduated from Drexel University Lebow College of Business in 2018 with a degree in Finance and International Business. Frank began his career in legal side of commercial real estate and eventually began working closely business...

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