SJM_PROFILE_Claritas_Financial_0521_profile 5 / 13 / 21 5 : 30 PM Page 2 PROMOTION B U S I N ES S SPOTLIGHT were doing before and that frees us up to spend more time on the client . We’re getting more referrals than we ever have in the past because clients are that much happier . ” Because the advisors at Claritas all bring A Moment of Clarity different backgrounds and skill sets to the table , they are able to work collaboratively and The experienced team at Claritas Financial Partners started cater their services to a wide variety of clients . “ I don’t think we have two clients who the firm with the goal of providing a client - centric approach are the same , ” Fessler says . “ We have many to residents of South Jersey . by MATT COSENTINO who are the same age , but they all have dif - ferent needs , different concerns and a dif - ferent risk tolerance . partners Jim Pacheco It’s great that we don’t and John Fessler . Peter have to put everybody in the same box . ” Berlin , a Chartered The tailored approach to each individual Retirement Planning sets Claritas apart . “ We have a great partner - Counselor , is also part ship with LPL Financial and we’ve been able of the team along with to eliminate all of the nickel - and - dime fees Rob Costello , the firm’s that you see at brokerage firms , so we have no operations manager . account minimums , we have no annual This month they are account fees , ” Lynn adds . “ We’ve been able to celebrating the one - customize plans for the community . ” year anniversary of Speaking of community , being active in Claritas , a company local charitable causes has been part of dedicated to always Claritas ’ mission from the beginning . putting clients ’ needs Whether it’s helping those affected by the first and helping pandemic , adopting families in need during members of the com - the holidays or participating in golf outings , munity achieve their providing support is of the utmost impor - financial goals . tance . Pacheco is also a longtime volunteer “ This was always firefighter who once served as deputy chief something I was striving for . The opportu - in Medford . this day , when the name “ BLAMO ” nity presented itself to go independent “ I don’t know how to explain it but gets brought up around members of and thankfully I had great partners to do it working for the fire department is just part Brian Lynn’s inner circle , it elicits To with me . Unfortunately , I just couldn’t of me , ” he says . “ I’ve been very fortunate over knowing smiles or even good - natured sell the years and helping the community is a big laughter . The long - running family joke them on the BLAMO name , ” Lynn says thing for me . My son is also involved now and harkens back to when Lynn graduated with a laugh . we like to give back . from Tulane University in the early 1990s He did , however , stumble upon a name “ One of the biggest goals we had at Clar - and sat down with his father to discuss his that encapsulates the philosophy of the itas was creating a family environment . future . Calling it his career goal to start his firm . Sitting around the dinner table one night We’re doing a lot more when it comes to char - own asset management company , he even with his family , Lynn started talking about itable causes and looking at the community had the name picked out : Brian Lynn Asset Latin homework with his son Michael , now and finding ways we can help . ” Management , Oh my goodness I’m starting a senior at Cherokee High School , when it Moving forward , being visible in South my own firm — or BLAMO for short . came to him . “ I decided to type the word Jersey will continue to be at the top of the list As Lynn advanced through his career as clarity into the Latin dictionary and out for Claritas , as will assisting fellow residents a successful financial advisor for several came claritas , which means clarity and in managing their finances . Clients are well - known organizations , including close to brightness in Latin , ” he says . “ Talk about two encouraged to schedule a virtual appoint - two decades at Wells Fargo Advisors , he was words that perfectly capture the image of ment or a time to visit the modern , open - con - grateful for the guidance he received from what we’re trying to do as financial planners . ” cept office in Marlton astute managers and the lasting relationships Fessler has long had an entrepreneurial in which social dis - he built with colleagues . But in the spirit , ever since he was a kid pushing a lawn tancing is promoted . back of his mower around and asking to cut his neigh - “ We all have clients across the country mind he still dreamed about running his own bors ’ grass . He met Lynn at Wells Fargo and from referrals and people moving and that business , and he eventually found several shared the organic growth , but the truth is I’ve always like - minded individuals to take the leap same vision , along with Pacheco , wanted to be a financial advisor who runs into with him . of forming a client - centric firm . my clients in the grocery store , ” Lynn says . “ I Lynn , a Certified Financial Planner , “ It’s been a pleasant surprise , ” he says of want to be here in the community and work founded Claritas Financial Partners , in affil - their first year in business together . “ We’ve ? with people in South Jersey . ” iation with LPL Financial , in 2020 with been able to eliminate a lot of the tasks we Claritas Financial Partners 1 Holtec Drive , Suite 101 | Marlton | ( 609 ) 888 - 6779 | ClaritasFinancialPartners.com Securities and advisory services offered through LPL Financial , a registered investment advisor . Member FINRA / SIPC . CRPC conferred by College for Financial Planning . SOUTH JERSEY MAGAZINE volume 18 issue 2 SouthJerseyMagazine.com | 55