Mark Clair

Mr. Clair has over 28 years experience in financial services and is a licensed attorney focusing in the area of estate planning.  He is a Series 65 registered investment adviser representative and helps clients with managing their money, protecting their assets and planning their estates as they are approaching or are in the retirement phase of life.  He also has the designation LUTCF conferred only upon those individuals who meet or exceed the exacting qualification standards determined by The American College and the National Association of Insurance and Financial Advisors (NAIFA).

He is the co-owner and co-founder of Bull Moose Retirement Planning Co. along with his son Ryan Clair and is co-owner and co-founder of The Retirement Guys in the Toledo Ohio area.  Mark is heard on the radio every Saturday at 1:00 PM on the largest talk station in Northwest Ohio, AM1370 WSPD on The Bull Moose Radio Show and previously for fifteen years on The Retirement Guys Radio Show.  He also was a columnist for the Toledo Free Press for over six years.  He is a partner at Peak Reps LLC, in Palm Beach Gardens, Florida.

Mark and his wife Lisa live in Sylvania, Ohio (suburb of Toledo) and along with having his office in the Toledo, Ohio area Mark and Lisa are also homeowners in Lely Resort in Naples, Florida and spends as much time as they can in the warm temperatures and enjoys working with clients in both Ohio and Florida.  Mark is a big Detroit Tiger baseball fan and enjoys playing competitive softball in a 50 and over league.

 

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