CLA Financial Advisors, LLC Employee Directory

Q: How many employees does CLA Financial Advisors, LLC have currently?

CLA Financial Advisors, LLC has approximately 1 employees.

Financial ServicesIllinois, United States0-1 Employees

CLA Financial Advisors was established to provide exceptional client service in comprehensive financial planning. Our clients want their financial plans to mesh with their values and priorities. Balancing current lifestyle issues vs. saving for the future is a dynamic challenge, and it changes as a family grows, and as work-life complexity increases. Saving for college, or retirement; developing an investment strategy you can stick with; and protecting yourself and your family against the dangers that can derail your financial security are what we do. CLA Financial Advisors was founded by Steve O'Hara to provide exceptional client service in comprehensive financial planning. "Our clients are busy with work and family; and finding the time, focus and follow-through to do this crucial area of their lives just doesn't happen." Steve brings a wide-ranging perspective of financial services on his 27 years of providing thoughtful financial counsel to his clients, comprised of high net-worth individuals and families, closely-held business owners, professionals, and retirees.

Find CLA Financial Advisors, LLC employees' phone numbers or email addresses

CLA Financial Advisors, LLC Global Highlights

North America
3

United States Of America
3

CLA Financial Advisors, LLC's Leadership

J. F.
Chief Operations Officer
Mobile Phone
Email
S. M.
Paraplanner
Mobile Phone
Email

Contact profiles from CLA Financial Advisors, LLC

Name

Title

Contact Info

Location

Last Update

J. F.
Chief Operations Officer
Mobile Phone
Email
UNITED STATES
Oct 16, 2024
S. M.
Paraplanner
Mobile Phone
Email
United StatesWisconsin
Oct 21, 2024

Frequently Asked Questions

What is CLA Financial Advisors, LLC known for?

CLA Financial Advisors, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-847-504-****

. Explore CLA Financial Advisors, LLC's company overview page for more information.

What is CLA Financial Advisors, LLC's most common email format?

CLA Financial Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CLA Financial Advisors, LLC email formats with LeadIQ.

How many employees does CLA Financial Advisors, LLC have currently?

CLA Financial Advisors, LLC has approximately 1 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are CLA Financial Advisors, LLC's key employees and leadership?

As of December 2025, CLA Financial Advisors, LLC's key employees include:

Chief Operations Officer: J. F.
Paraplanner: S. M.

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