Our Story
After almost 20 years in the financial services industry, our Founder, Melissa Stewart, knew there was a better way to serve clients. A process in which clients can have a clear perspective on their financial future and ways to optimize their financial situation. In 2021, ClearVista Advisors was born with a desire to help others achieve their financial goals and have security knowing they have a team of professionals helping to optimize their investment strategy and financial plan.
Not only are we passionate about helping our clients, but we are passionate about helping the community as a whole. As a local company, we look to give back to the community with our time, treasure and talents through volunteering and giving.
Melissa Stewart
Founder & Senior Financial Advisor
(616)-330-6177 melissa@clearvistaadvisors.com
- 15 years experience
- B.B.A Finance and Business Management, Grand Valley State University
- Certified Financial Planner CFP®
- Accredited Investment Fiduciary AIF®
- Certified Fiduciary Plan Advisor CFPA®
- Former Certified Divorce Financial Analyst CDFA®
- Responsible for financial planning, wealth management, and retirement plan consulting.
- Formerly served on the Grand Valley State Alumni Association Board of Directors.
- Currently servers as a Board and Finance Committee member for Safe Haven Ministries.
- Enjoys running, volunteering, and spending time with her family and dogs.
Jenni Griffin
Relationship Manager
(616) 344-1612 jenni@clearvistaadvisors.com
- 10 years customer service experience
- B.S., Communications, Ferris State University
- Responsible for exceeding client's expectations and office management.
- In her free time, Jenni enjoys kayaking, golfing, traveling to Northern Michigan, and cheering on her two children at their sporting events.