Clare J. Fazackerley
1TAXFINANCIAL
Cincinnati, OH
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CRD#: 5799085
Professional summary
Clare J Fazackerley, CFP®, who also goes by Clare IVerson, is a registered financial advisor currently at 1TAXFINANCIAL located in Cincinnati, Ohio.
Clare is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Clare has worked at 2 firms and has passed the Series 63 and Series 6 exams.
Biography
Clare Fazackerley, Certified Financial Planner & CPA has more than 20 years’ experience in tax preparation after 20 years in consumer banking & regulation. Now she provides financial planning services also. She's always been on your side.
Jim Iverson, Chartered Financial Analyst, Investment portfolio analyst and advisor, previously worked for a federal bank regulator for 30+ years. During this career he learned how financial markets work and how they often present challenges for ordinary people.
1TaxFinancial offers tax preparation, tax planning and financial advice to our clients. We work on an hourly or project basis to help clients make sense of their financial lives.
All our advice is meant to serve your needs. We work with regular people with jobs and ordinary issues. We do not require you to have a lot of money to invest or a high income. We want to help people make financial decisions for the long run. That includes spending and investing your money wisely, allowing you to lead a happy & productive life.
We sell no products, do not collect commissions, and have no incentives other than your success.
We listen carefully to what you want and focus on finding ways to make that possible – not always money issues, but how your life meets your goals.
We believe that it’s your money, your values and your sanity. That’s our slogan, and our only focus.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Tax Planning
Insurance Planning
Do you have an area of expertise or specialization?
Hourly
Investment Advice without Ongo...
LGBT Couples and Families
Middle Income Client Needs
Retirement Plan Investment Adv...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
Clare Iverson
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
CLARE FAZACKERLEY CPA LLC'DBA'1TAXFINANCIAL ~'NIR'~5931 BEACRAFT AVE~CINCINNATI~OH~45213~TAX PREPARATION/ACCOUNTING~OWNER/SOLE PROPRIETER~1/2007~97HRS~80HRS~OWN & MANAGE TAX PREP AND COUNSELING BUSINESS, INCLUDING ALL TECH, MANGERIAL, ADMIN, AND MARKETING DUTIES
CRS (Client Relationship Summary) - RIA
Click below to view Clare J Fazackerley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2015
Experience
Current
January 26, 2016 - Present
1TAXFINANCIAL
RIA
CRD#: 175364
Cincinnati, OH
Past
August 20, 2010 - November 15, 2010
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
CINCINNATI, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(5/28/2021)
IAR
Ohio(1/26/2016)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
1TAXFINANCIAL
1TAXFINANCIAL | CLARE FAZACKERLEY CPA LLC
CRD#: 175364 / SEC#:
Colorado
Registered Investment Advisory firm - (5/28/2021 Approved)Ohio
Registered Investment Advisory firm - (1/26/2016 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Cincinnati, OH
Mailing Address
Phone number
(513) 794-1829
Established
Firm type
Fiscal year end
# of Employees
2
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
