602-889-6500

OUR TEAM

Randy Stoltz and Team

RANDY B. STOLTZ

PRESIDENT

Randy has been a financial professional for two decades. He started his financial career with New York Life Securities, providing insurance and financial advice to affluent individuals. After a few years in the business, he founded Campus Advisers, Stoltz Financial Partners, as well as Clear Direction Investments. This shift allowed him to operate in a fiduciary manner, matching client needs with the correct investment managers, insurance firms and other diverse asset classes to mitigate risk.

He also has an extensive history with investment managers at SEI Private Trust Company and professional alliances with leading alternative investment firms.

Randy is an Arizona native, growing up in Old Town Scottsdale.  He attended Coronado high school, then earned Bachelor Degrees from Arizona State University in both marketing and finance.

RENEÉ BELANGER

OPERATIONS MANAGER

Reneé has been with Clear Direction Investments since 2016. Reneé works alongside Randy to deliver an exceptional experience that is totally focused on meeting your needs.

While she does not work directly with client portfolios, Reneé is Randy’s main contact for all operational and administrative matters related to the work that we do together.

Reneé earned her bachelor degree in interdisciplinary studies from Grand Canyon University. She and her son live in Mesa, Arizona.

MELODY PAROLI

OFFICE ASSISTANT

Melody supports the daily operations of many diverse office functions as she brings an extensive experience in sales, marketing and customer relations from several companies including LabCorp and the Wyndham Resorts. Her background further expanded in small office management operating a popular “coffee bar” in Solvang, California. She managed several part-time employees’ schedules in all facets of food service. Melody ensures a pleasant client experience for Clear Direction as our “director of first impressions”.

She was born in Miami, FL and earned her Bachelor in Education from the University of Florida. Melody has lived in Arizona for over 20 years with her husband Luigi.

We know there are lots of options when it comes to financial guidance. That’s precisely why we’re in business. We’ve selected a special group of investment firms to provide our clients an array of options that fit their lives and situations. Let us navigate you through complex defenses by providing a well-planned, strategic offense. You’ll have everything in one place from one “QuarterBack”.

associates

STONEBRIDGE CAPITAL ADVISORS

Stonebridge manages the bulk of our clients’ assets. They are a “client led / partnership driven” group of portfolio managers (PMs). Clear Direction is fortunate to have their custom expertise managing our clients’ portfolios as Separately Managed Accounts (SMAs).  We work with Stonebridge Capital because their entire team provides our clients with a very high level of client service and expertise, without super high account minimums. My clients can also meet in our Scottsdale office some of the PMs who manage their accounts including Robert Kincade, John Schonberg, CFA, Michael Dashner, CFA, and Ron Hume.

Our Partnership with Stonebridge Capital Advisors
What Makes Stonebridge So Unique?

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WEALTHPOINT

WealthPoint is a Business & Insurance Advisory Service for Ultra High Net Worth executives and business owners.  We love working with Wealthpoint because their specialized team of business / family succession planning brings solutions to corporations and family offices with sophisticated situations. Their experience runs very deep and as such, Clear Direction believes its business-owner clients will experience the high-quality expertise they deserve.

Our Partnership with Stonebridge Capital Advisors
What Makes Stonebridge So Unique?
How Are We Compensated?

SEI private trust co.

It’s one thing to help someone achieve success. It’s quite another to make it last. SEI is dedicated to helping clients achieve lasting success. We use the portfolio managers and support staff at SEI as they strive to create consistently relevant and useful strategies to help improve our clients confidence in the future.

Campus Advisers

Campus Advisers (CA) provides our clients with themed missions such as Know Your Score and What Your Guidance Counselor Can’t Tell You.  Led by Randy’s associate, Lisa Hullinger, CA provides realities-based projections of your family’s inevitable out-of-pocket college costs and a “crystal ball view” of their student’s financial aid package based on your family’s present and projected income/assets. By partnering with such a unique firm, we’re able to provide our clients with college planning that goes beyond saving’s accounts.

Our Process Our History Team Associates Resources Contact Clear Direction Investments

FINRA BrokerCheck is an important tool for investors to use to help them make informed choices about the individuals and firms with which they conduct business. Member FINRA/SIPC.

Randall B. Stoltz offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance provided through Stoltz Financial Partners, LLC and Clear Direction Investments, LLC, both of whom are independent of CIS and CAM. CIS and CAM are also independent of the Campus Advisers and Alliance companies listed herein. This communication is strictly intended for individuals residing in the states of AZ, AL, CA, KS, MA, OR, VA, WA. No offers may be made or accepted from any resident outside the specific states referenced. This is for informational purposes only and does not constitute an offer to buy or sell any investment. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against a loss. Alternative investments involve specific risks that may be greater than those associated with traditional investments and may be offered only to clients who meet specific suitability requirements, including minimum income & net worth parameters.

CONTACT


602-889-6500

8390 E. Via de Ventura
Suite F-205
Scottsdale, AZ 85258

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