Clear Path Financial

Some good news we're proud to share: our Co-Founder, Brandon Levithan, has been named to the Forbes Best-in-State Financial Security Professionals list for the third consecutive year.

Recognition like this is never really about a list. It's about the families and business owners who trust us with the things that matter most to them — and who keep letting us do this work year after year. Thank you.

Congratulations, Brandon. Well deserved.

https://www.forbes.com/profile/brandon-levithan/?profilePublished=true.

Brandon Levithan - Clear Path Financial Brandon Levithan is #21 on Forbes' 2026 Best-in-State Financial Security Professionals list. Read more about Brandon Levithan, their experience, their asset summary, and more here.

We wanted to give a huge congratulations to our Co-Founder and Managing Director, Brandon Levithan, who has been named by Forbes Magazine as a 2025 Top Financial Securities Professional!
This award recognizes professionals who excel in helping affluent clients protect their wealth and plan for the future, especially in an environment of complex wealth planning and market uncertainty. It is a powerful accolade. And to us, it’s simply a reflection of the excellence Brandon brings to clients and colleagues alike.
https://www.forbes.com/profile/brandon-levithan/

Let me root, root, root for the home team, if they don't clinch it's a shame. For it's 1! 2! 3 strikes YOU'RE OUT at the old ball game 🎶

As the Phillies celebrate clinching the division, we take time to come together and acknowledge our collective achievements—and naturally, a Phillies' victory.

Unlike the song, we’re never 'dancing on our own'; it’s all about teamwork and support!

We’re proud to announce that our Co-founder and Managing Director, Brandon Levithan, CFP®, ChFC®, RICP® has been honored by Forbes as one of the Top Best-in-State Financial Security Professionals!

Forbes recently unveiled its annual ranking of America’s Top Financial Security Professionals —these are the professionals that families rely on for wealth planning and protection, including insurance.

Check out Brandon’s profile here: https://www.forbes.com/profile/brandon-levithan/
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“SHOOK Research’s rankings are based on one simple notion: “Would we recommend these professionals to a family member or a friend?”

We’ve all seen rankings based on how much money people make—athletes, entertainers, artists, company founders, billionaires, corporate executives, and even rankings of financial professionals.
Numbers don’t tell enough of the story.

If you needed a life-critical operation, would you choose a surgeon solely based on how much money he or she makes? Arguably the most important quantitative element would be how many surgeries the doctor performed and the success rate.

But there is much more to our rankings. We look for individuals who are best prepared to engage in more meaningful conversations about life while protecting against the perils posed by disability, death or job loss.

To accomplish this task, we collect quantitative data, but we also interview FSPs to see if they are role models we would recommend to the world.”
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Forbes | Shook Research. (2024). R.J. Shook. Methodology: America’s Top Financial Security Professionals 2024. https://www.forbes.com/sites/rjshook/2024/07/10/methodology-americas-top-financial-security-professionals-2024/

Brandon Levithan is a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.SIPC.org). Clear Path Financial is not a subsidiary or affiliate of MML Investors Services LLC or its affiliated companies. Supervisory Office: 220 Gibraltar Road, Suite 350, Horsham, PA 19044. 215-441-8200. Brandon Levithan is domiciled in PA and holds CA Insurance License . CRN202708-7060646

Clear Path Financial Our top priority is helping individuals, families, and businesses reach and exceed their financial goals.

Today, we pause to honor and remember those who gave everything for our freedom.

We're thrilled to share that we've added a Director of New Business to our team ⭐
Welcome, AJ!

Celebrating the wisdom and strength of every mother who teaches us the true value of investment - love, family, and future. Happy Mother's Day from all of us at Clear Path Financial. 💐

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