Nice to Meet You

ABOUT ME

I am Jack Clemans, founder and Lead Planner of Clemans Financial LLC. I’m a Baylor alumnus, a native Texan, and a proud husband to my wife, Julie.

Originally, I set out to pursue ministry, earning a degree in Religion at Baylor. During my studies, I also took classes in business and unexpectedly discovered a passion for personal finance. I quickly realized that there was a great need for ethical, accessible financial planning, so I shifted my career focus and earned my Series 65 (Investment Advisor) license soon after graduating.

I’ve had the privilege of working at a fee-only financial planning firm and also as a part of Ernst & Young’s (EYs) financial planning team, where I provided unbiased advice to employees of private companies, government agencies, and nonprofits. During my time at EY, I also earned my CFP® designation which expanded my knowledge and deepened my expertise in the field. This experience allowed me to serve clients from all walks of life and financial circumstances, free from any conflicts of interest.

Despite this, I still recognized a clear gap in access to quality financial advice for many of my peers who don’t meet the asset minimums required by most advisors. These friends were left to work with “fee-based” planners who sell financial products for a commission and are incentivized not to advise in areas where they don’t sell products. I believe there is a better option. That’s why I launched Clemans Financial as an hourly model—offering transparent, professional, and unbiased advice, regardless of wealth. The hourly model ensures that clients only pay for the services they need, without any products, commissions, hidden fees, or ongoing recurring costs.

No one cares about your financial future as much as you do. By partnering with a financial professional who puts you first, you can achieve an incredible level of confidence and freedom with your money, while building your wealth to levels you never thought possible. Contact me today for more information, and start your journey to a healthier and wealthier life!

Lifelong Learner

EDUCATION

Baylor University

Graduated with Honors
2017-2021

College For Financial Planning

CFP® Professional Education
2022-2023

Education

Licenses

Experience

Credent Wealth Management

Wealth Advisor
2021

EY

Financial Planner
2021-2024

FINRA

Series 65 (Investment Advisor Representative)
2021

College For Financial Planning

CERTIFIED FINANCIAL PLANNER™ Certification
2023

group of people on top of mountain under gray sky
group of people on top of mountain under gray sky

Lets Connect!

If you have any questions about my services or want to reach me, please feel free to reach out :)