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Corporate Office
3047 78th Ave SE, Ste. #203
Mercer Island, WA 98040
Phone: (206) 850-5280

Biographies

Leslie Cannon | MBA, Registered Representative, President

Leslie Cannon serves as the President of the ClearView companies.  Leslie was a founding partner of The ClearView Group in 1986 with husband Bob and joined ClearView Wealth Management LLC full time in 2006.  Leslie holds Series 7, 24 and 66 securities registrations.  She is a registered representative of Centaurus Financial, Inc. and an investment advisor representative of Centaurus Financial, Inc..  

With over 35 years of experience in Financial Operations Management, Leslie brings solid analytical skills and best practices from her work with some of the largest and most respected companies in the northwest including Starbucks, REI and Microsoft.  The analytical skills developed throughout her career, including her years at Arthur Andersen Consulting, enable her to conduct on-going due diligence on each investment offered to ClearView clients.

Leslie obtained her BS from Syracuse University and her MBA in Finance/Accounting from Cornell University.  Leslie is also a CPA (inactive status).

Leslie works with ClearView's clients to plan for retirement and to help protect and transfer assets to heirs and beneficiaries in the most tax-advantaged ways possible.  Typical portfolios of the firm's clients include a broad range of both traditional (managed money, bonds, etc.) and alternative (DSTs, BDCs, managed money, REITs, etc.) investment products designed to build diversified portfolios of suitable, non-correlated investments that aim to preserve the assets and generate monthly and quarterly income.

Leslie has three children and has lived in the Seattle area since 1980. She enjoys travel, gardening and reading.

 

Steven B. Schwartz | CFS, D.M.D.

Steven has been a financial adviser since 2000. He has an active financial advisory practice, Financial Life Advisor based in Mercer Island, WA. Steve works with clients to develop financial goals and provides investment management, retirement strategies, estate conservation, tax management and insurance and annuity products to meet client goals.

As a practicing dentist back in 1998, Steven was consulting with other professionals on business and financial matters. After careful consideration, he decided to build a new practice that helps people reach their financial goals. By the early 2000's, Steven developed his own financial planning practice at MetLife and became well versed in a wide range of services that could help his clientís financial needs.

Steven joined Centaurus Financial Inc. in July 2010 as an independent financial planner. He has been awarded the CFS (Certified Fund Specialist) designation by the Institute of Business and Finance. In addition, he earned the CLTC (Certified in Long-Term Care) designation from the Corporation for Long Term Care Certification.

His background of financial education allows Steven to implement the appropriate tools to protect his clients long-term care needs that result from living a long life.

Steven assists families in planning for the future. He is committed to helping clients through retirement planning, the maze of legal and financial complexities, from infant to senior, with all disabilities. He specializes in financial and retirement planning for children and other dependents with special needs. This type of planning requires in-depth knowledge of federal laws as they pertain to government benefit eligibility, legal documents such as special needs trusts and guardianships, as well as financial considerations for achieving, not just lifetime care, but a higher quality life.

As a responsive and active member in his community, Steve routinely donates his time and finances to worthy causes in the special needs community, such as the The Friendship Circle, ARC of King County, United Cerebral Palsy (UCP), and other projects year round.

Steve and his wife, Peggy, reside on Mercer Island, Washington. Steve and Peggy have three grown children: Jonathan, Joshua, and Michael. When not serving his clientele or the community, he enjoys playing with his grandchildren and playing as many golf courses as his spare time allows.

 

Michael Schwartz | Associate

Michael Schwartz is an associate financial planner at Financial Life Advisor on Mercer Island, Washington. Michaelís background in Life insurance products provides him with the tools necessary to implement financial security for his clients and their families. Developing strong lifelong relationships is a personal goal Michael strives to achieve for every client. Raised in Washington, Michael enjoys spending time outside as much as he can. Activities that he is very passionate about are hiking, snowboarding, golfing and cooking.