About Allan Robertson

Allan Robertson is a seasoned financial professional with 25 years of experience in the industry. He co-leads Clear View Advisors alongside two partners, guiding the firm from its headquarters in Williamsport, Pennsylvania, while primarily residing in Asheville, North Carolina. Using hybrid technology, Allan and his daughter, Sydney, regularly travel between Asheville and Williamsport, fostering strong client relationships and driving the firm’s growth into Western North Carolina (WNC).

For the past 18 years, Allan has focused on investment and retirement advisory services. His eight-year affiliation with Cambridge underscores his dedication to providing exceptional client service and expertise.

Beyond his professional achievements, Allan is deeply committed to his family. He and his wife, Diane, have shared 33 wonderful years of marriage and are proud parents to three daughters: Holly, Lindsey, and Sydney. Allan’s work is guided by a personal philosophy of building lasting relationships and helping clients create a secure future. Through Clear View Advisors, he is dedicated to supporting clients in achieving their financial goals and pursuing what truly matters to them.

https://www.clearviewadvisorspa.com/

Securities offered through Cambridge Investment Research, Inc., Broker Dealer, member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Clear View Advisors and Cambridge are not affiliated.

About Sydney Robertson

Sydney Robertson is the newest and youngest advisor on the Clear View Advisors team, where wealth and retirement planning form the foundation of their practice. However, the firm’s strength lies in its ability to offer personalized solutions through the collective expertise of its ensemble team.

Her journey into financial services was inspired by her father, a mentor and role model who has built an extraordinary 25-year career in the industry and co-led his successful ensemble practice for the past 18 years. In 2016, she dabbled in the industry, providing administrative support to the Clear View practice during its transition to Cambridge. This early exposure sparked her interest in the financial services field, and in 2022, she felt a renewed calling to fully immerse herself in the profession and carry forward the legacy her father helped build.

Now a fully licensed Advisor and Insurance Agent, Sydney is passionate about empowering clients to take control of their financial well-being while guiding them toward achieving their long-term aspirations. Her dedication, enthusiasm, and client-centered approach are at the core of her mission to help individuals confidently navigate their financial journeys.

Sydney is proud to carry forward the tradition of excellence at Clear View Advisors, helping create lasting financial success for both current and future generations.

https://www.clearviewadvisorspa.com/

Securities offered through Cambridge Investment Research, Inc., Broker Dealer, member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Fixed insurance offered through various independent insurance companies. Clear View Advisors and Cambridge are not affiliated.