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Eric G

CFP®, CFA®, Series 66

Holland, MI

Clearview Capital

Eric Gritter is a CFP®, CFA®, and holds a Series 66 license with 18 years of industry experience. He is the owner of Gritter Financial, LLC and operates Clearview Capital as a DBA. His prior experience includes roles at SmartPath Advisors, Strategic Financial Group, USA Financial Corporation, and Edward Jones. Clearview Capital provides portfolio management and financial planning services to individual and high-net-worth clients, using a tailored approach documented through Investment Policy Statements. The firm employs a combination of fundamental analysis, modern portfolio theory, and technical analysis to manage a range of investment products and occasionally refers assets to third-party money managers after conducting due diligence.

Wealth management Annuities
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