Lance Beckman CFP®

About Lance, Founder and CEO/CIO at ClearWealth

ClearWealth was established by Lance in 2018. Lance has been in the financial services industry since 2013 and holds his Certified Financial Planning designation. Before starting ClearWealth, he was a Financial Advisor for one of the largest financial services companies in the country.

Key Highlights

With over a decade in the financial planning industry, Lance has just about seen it all. He enjoys helping families, whether growing or established, feel confident about their financial plan.

Beyond Finance

Outside of financial planning, Lance enjoys being outdoors and spending time with his family. He loves hunting, boating, and hanging with his wife (Becka), his son (Beau), and his dog (Deke)

Get Personalized Financial Guidance

Connect with Lance at ClearWealth for a plan customized to you. Whether you’re just getting started or you’re ready to retire, Lance is here to help.