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About Financial Clarity Guides

Financial planning can be confusing. Jobs change. Financial markets change. Taxes change. Life changes. There are a lot of moving parts and it’s easy to get lost in the noise when you don’t have someone guiding you through the process. We want nothing more than to help people confidently navigate their financial life, without getting lost along the way. **Joshua Wakefield, Investment Advisor. California Insurance License #0H60548. Advisory services offered through Cooper McManus, an SEC Registered Investment Advisory firm. Cooper McManus is a Registered Investment Advisory Firm. Securities offered through Cambridge Investment Research, Inc. A Registered Broker/Dealer. Member FINRA/SIPC. Cooper McManus, Financial Clarity Guides and Cambridge Investment Research are not affiliated. Content provided via links to third party sites should not be considered an endorsement of third-party content. We make no representation as to the completeness or accuracy of information provided at these websites.