Eric Thomas, CFP® Clarity Capital Management
- Virtual, Portland, OR
- (503) 563-8299
- http://claritycapitalmgmt.com/
About Eric Thomas, CFP®
I learned quickly in my first year working in the financial services field the importance of having a financial plan and a trusted advisor. It was 2008, the beginning of the financial crisis. At that time, I worked almost exclusively with teachers and public school staff as a registered representative and investment advisor. The time demonstrated that even with great public benefits, everyone should be thinking about investing in their future.
In 2011, my wife and I made the decision to move west to Oregon. We had heard that it was a place where you could make a career, but also provided a different environment to enjoy other priorities like being outdoors and access to a great lifestyle, adventure, and community. I started working at a local Portland financial services firm that was home base for around 150 high end independent firms across the country. The firm provided insurance and investment products for the ultra-affluent.
While working my way to senior management, I was able to earn other licenses to further my education and also learn intimately the pros and cons of how different practices operate. Most of all, working with many different small offices affiliated with the firm gave me the ability to understand some of the conflicts in our industry along with how individual clients may not understand how their advisor is getting compensated.
After almost 8 years, I made the decision that working with clients directly was the direction for me. I earned the CERTIFIED FINANCIAL PLANNER™ designation and started working at a small financial planning firm in Portland. After being given the opportunity to join Clarity Capital Management as a fee-only advisor and partner, I decided to join Ryan Mohr and the firm.
While not working, I enjoy spending time with my wife, Amanda, and four legged adventure partner, Cori. I enjoy backcountry skiing, long distance trail running, and all forms of cycling. Please don’t be surprised if I show up to a client meeting on two wheels!
Recently Published
Let's Talk About Debt
August 13, 2021A lot of folks that we work with and speak to every day have a healthy fear of debt. This fear comes from the fact that a lot of families struggle with out-of-control revolving debt (like credit cards). A lot of us have also seen our families and friends try to recover from thousands of dollars of typically unhealthy amounts of credit card debt. That being said, taken responsibly, debt is not something that we need to be scared of if used properly.
A Second (Smaller) Stimulus Bill Has Been Passed: Here’s an Overview of the $600 Billion Package
December 30, 2020Congress has come to a much-anticipated agreement over stimulus package negotiations. With a new $600 billion act passed, what can Americans expect to see coming their way soon?
You Received Unemployment Benefits During COVID-19. What Does That Mean for Your Taxes?
September 24, 2020Receiving unemployment compensation is a huge help. But an unexpected tax hit? Not so much. Here, we go through 3 ways you can take control of your taxes if you claimed unemployment benefits during COVID-19.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Gen X
- Investment Planning & Management
- Mid-Career Professionals
- Retirement Planning
Ways Advisor Charges
- Monthly Fee
- Quarterly Fee
- Hourly
- Assets Under Management
Fee Options
- Monthly Fee: $200+/mo
- Quarterly Fee: $600+/qtr
- Hourly Fee: $300+/hr
- Assets Under Management: 0.50%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
