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 Professional

(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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Michael Shevlin Sr

Financial Services Professional

(610) 716-1540

(215) 441-4123

mshevlin@financialguide.com

Michael Shevlin Sr. lives in Broomall, PA with his wife, Cindy, and their blended family. Mike enjoys spending his free time traveling with his family and playing golf. Mike also devotes his time and is very proud of his work with the...

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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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Adam Bykowski

Financial Services Professional

(570) 909-7109

(215) 441-4123

abykowski@financialguide.com

Adam graduated from Temple University with a bachelor’s degree in Economics. He is currently a Financial Services Professional at MassMutual Eastern Pennsylvania. The focus of his practice is to assist individuals, families, and...

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Rob Glycenfer

Financial Advisor

(570) 466-1046

(215) 441-4123

rglycenfer@financialguide.com

Rob graduated from Wilkes University with a Bachelor’s degree in Business Administration and a concentration in finance. He is currently a Financial Advisor and has been in the industry for over seven years. The focus of his...

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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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