Company Benefits

  KEVIN G. CARANI   Director - Institutional Advisory Services  Kevin G. Carani, is the Director of Institutional Advisory Services for Clearwater Capital Partners. As a Chartered Retirement Plans SpecialistSM, CRPS®, with over 30 years of experience in the financial services industry, Kevin brings a unique perspective to the wealth management industry. His primary focus with Clearwater Capital Partners is to bring a high level of expertise to the management of corporate retirement funds; educating plan sponsors on fiduciary responsibility and helping develop plans that add value to business owners and plan participants.

KEVIN G. CARANI

Director - Institutional Advisory Services

Kevin G. Carani, is the Director of Institutional Advisory Services for Clearwater Capital Partners. As a Chartered Retirement Plans SpecialistSM, CRPS®, with over 30 years of experience in the financial services industry, Kevin brings a unique perspective to the wealth management industry. His primary focus with Clearwater Capital Partners is to bring a high level of expertise to the management of corporate retirement funds; educating plan sponsors on fiduciary responsibility and helping develop plans that add value to business owners and plan participants.

  JEFFREY P. DEHAAN   Partner  In addition to Jeff’s primary responsibilities as Wealth Advisor and Chief Compliance Officer, Jeff teaches participant education sessions for qualified plan clients. Jeff is able to use his CERTIFIED FINANCIAL PLANNER™ expertise to deliver academic, actionable advice to plan participants. Jeff is also a voting member of the firm’s Investment Policy Committee where his insights and perspectives help shape CCP’s investment strategies.

JEFFREY P. DEHAAN

Partner

In addition to Jeff’s primary responsibilities as Wealth Advisor and Chief Compliance Officer, Jeff teaches participant education sessions for qualified plan clients. Jeff is able to use his CERTIFIED FINANCIAL PLANNER™ expertise to deliver academic, actionable advice to plan participants. Jeff is also a voting member of the firm’s Investment Policy Committee where his insights and perspectives help shape CCP’s investment strategies.