top of page

Ashley Hare

Ashley leads the core functions and operations of the office. 

Headshot of Ashley Hare

Ashley M. Hare, CFP®
Client Services 

Ashley grew up in Southwest Michigan and joined Clearwater Financial in 2018 as a career exploration opportunity through Otsego High School. She quickly realized that financial advising was her future career. 
 

After the career exploration program ended, Ashley continued her path on the Clearwater Financial team while attending Western Michigan University. She graduated Summa Cum Laude with her degree in Personal Financial Planning in 2022 and was named the Department of Finance and Commercial Law's 2023 Presidential Scholar. 


After graduation, she began the journey of completing the certification requirements to earn the CERTIFIED FINANCIAL PLANNER™ mark, and achieved the designation in March of 2024. 


Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks. 

Need more details? Contact us

We are here to assist. Contact us by phone, email or via our social media channels.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPCOsaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

​

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.

​

This communication is strictly intended for individuals residing in the states of AZ, CO, FL, GA, IN, MI, NC, TX, WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment advisor, BD agent, or IA rep may only transact business in a state if first registered or is excluded or exempt from state broker-dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up: individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.

​

This communication is strictly intended for individuals residing in the states of (List states where the RR is registered to conduct securities business.) No offers may be made or accepted from any resident outside the specific state(s) referenced.

© 2023

bottom of page