Broker Check

Team

Jason Goldstein, ASA, MAAA, RICP®

Co-Founder and Managing Director, Financial Strategies

(267) 664-0618

(215) 441-4123

[email protected]

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®

Co-Founder and Managing Director, Financial Strategies

(215) 915-6800

(215) 441-4123

[email protected]

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

[email protected]

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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Julia Zhai

Advisor

215-293-9365

215-441-4123

[email protected]

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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