A complete list of active advisors currently associated with Clearstream Planning, LLC

Warmer can help you find a great advisor at Clearstream Planning, LLC or one who fits your needs even better.

Clearstream Planning, LLC provides financial planning and related educational services to individuals, high‑net‑worth clients, charitable organizations, corporations, and other businesses. The firm delivers ongoing and project‑based planning and conducts seminars and speaking engagements, and it does not currently provide investment management or custody services, reporting zero assets under management as of December 31, 2023. The firm’s approach centers on tailored financial plans that consider clients’ goals, risk tolerance, cash flow, and estate and tax planning needs, and it supports implementation through recommendations of third‑party custodians and other professionals. Investment advice is informed by asset allocation and modern portfolio theory and may include both passive and active fund recommendations and periodic plan reviews, while clients may impose reasonable written restrictions on advice. Clearstream is distinctive among peers for its affiliated insurance business: the firm’s principal operates a separate insurance entity and is licensed to sell Medicare supplements, Medicare Advantage, and individual health and dental policies, a relationship disclosed as a potential conflict of interest while the brochure states the firm does not sell annuities or permanent cash‑building life insurance. The firm also offers educational seminars and accepts hourly billing for project engagements, discloses an outside business activity in tutoring that consumes a meaningful portion of the principal’s time, and recently updated its ADV to state it no longer provides investment management.

To learn more about the advisors currently working at Clearstream Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Christianson	Allentown, PA	5

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