Lake Street welcomes Rich O’Hara of Clarity Financial Group as a new member of the Lake Street Alliance. Independent advisors who join the Lake Street Alliance have access to a comprehensive support platform that enables them to do what they do best: work with their clients.
Rich formed Clarity Financial Group, an independent affiliate of Lake Street, in Stuart, Florida. He previously served as vice president with Merrill and holds the Certified Financial Planner® designation and the Chartered Retirement Planning CounselorSM designation. Rich has built his 35-year career in both the corporate and financial services industries.
“The Lake Street Alliance is attracting experienced independent advisors who value having access to a comprehensive support platform and professional business services, free of corporate mandates and bureaucracy,” says Justin Terzo, managing partner of Lake Street. “Advisors who are considering independence can see the advantages of having greater control over the products and services they can offer their clients. An affiliation with the Lake Street Alliance gives them the benefits of independence while maintaining the same level of access to dedicated resources to which they are accustomed.”
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.