Meet the Experts
Our Team
Prior to starting in the financial industry, Jason worked for 14 years on an ambulance as an EMT. From the very beginning of his career, he has been providing financial advice for individuals, families, and small business owners, and helping them with their investment and insurance needs.
Jason’s focus is on helping families with their wealth planning and retirement planning.
Prior to joining Clear Wealth Strategies, Jason was a partner and financial advisor with Next Level Advisors in Roseville. Jason was also previously an advisor with Merrill Lynch and Edward Jones.
Jason is a proud graduate of California State University, Sacramento where he obtained his Bachelor’s degree in Business Management.
When not in the office, Jason enjoys playing golf, snow skiing, and traveling. Jason also stays active with his family and church. He resides in Roseville with his wife of over 20 years, Amber, and their two amazing girls, Olivia and Hannah.
Professional Licenses
- Series 7, 63, and 66
- CA Insurance Agent 0E90017
Community Service
- Former President of Dixon Rotary club
- Past Master Yolo Masonic Lodge #195
Ryan believes good financial advice starts before recommendations are ever made - by understanding the people, priorities, and trade-offs behind the numbers.
He has a relationship-focused approach to financial planning, working closely with clients to understand what matters most to them and giving them the clarity and context they need to make important financial decisions with confidence.
Ryan brings patience, discipline, and a steady perspective to every relationship.
When circumstances become stressful, or decisions are time-sensitive, he helps clients separate the signal from the noise, focus on what they can control, and thoughtfully evaluate the options in front of them.
His approach is shaped in part by his service in the U.S. Air Force, where preparation, discipline, and remaining composed under pressure were part of the job. Today, he brings that same mindset to helping clients navigate their financial lives with greater clarity and confidence.
For Ryan, one of the greatest measures of a job well done is earning a client’s trust, not only with their own financial decisions, but enough that they feel comfortable introducing him to the people they care about most.
Ryan earned a Bachelor of Science in Technical Management from Embry-Riddle Aeronautical University. He holds the Series 7 and Series 66 registrations, along with a California insurance license.
Ryan lives in Rocklin, California. Outside of work, he enjoys spending time with his family, cooking for them, and getting out to the lake.
Professional Licenses:
- Series 7, 66
- CA Insurance License
David has practiced in the financial services industry since 2011. David is also a licensed attorney, practicing in the field of Trusts and Estate Planning. He received his bachelor’s degree from the University of San Diego and his Juris Doctorate degree from the University of the Pacific, McGeorge School of Law.
He considers his relationship with his clients to be that of a partnership focused on the family values and wealth planning needs of each client. He enjoys working with clients to develop a comprehensive financial plan to achieve accumulated wealth, while also considering the need for capital preservation.
Prior to joining Clear Wealth Strategies, David was an advisor with Next Level Advisors in Roseville, California as well as an advisor with Wells Fargo Advisors.
Outside of the office, David’s interests include NFL football, snow skiing, golfing, and traveling. He and his wife Liz have lived in Roseville for over 20 years where they have raised their three children.
David enjoys donating his time to and supporting two amazing organizations:
- Jude Children’s Research Hospital
- Women’s Empowerment of Sacramento
Professional Licenses:
- Series 7, 66
- CA Insurance License: 0I06133, also NV
- Attorney at Law
Professional Affiliations:
- State Bar of California
- California Lawyers Association
After a successful 20+ year career in Medical Sales, Gary decided to make a career change to the Financial Services Industry. Since that time he has been providing financial planning and advice for individuals, families, and small business owners.
Before joining Clear Wealth Strategies, Gary was a financial advisor with Next Level Advisors in Henderson, NV. Gary was also previously an advisor with Wells Fargo Advisors and The Wealth Consulting Group.
Gary is a graduate of Middle Tennessee State University, where he obtained his Bachelor’s Degree in Marketing. He also holds a Master’s Degree in Personal Financial Planning.
When not working, Gary enjoys spending time on the lake boating and participating in other water sports with his family. Gary resides in Henderson, NV, with his wife and three children
Professional Licenses:
- Series 7, 66
- Insurance – CA 0I31985, NV, TN, OH, IA, AZ, OK, SC, IL, NJ, IN
Professional Designations:
- Chartered Retirement Planning Counselor
- Chartered Retirement Plans Specialist
- Master Planner Advanced Studies
Professional Affiliations:
- Financial Services Institute
Community:
- Board Member – Explore Knowledge Academy – Past President
- Leadership Committee – Business Networking International – Henderson, NV
Gabriel’s passion has always been helping those in need. With over 10 years of experience in the financial planning industry, he’s driven by a simple mission: giving families and individuals the financial confidence they deserve in retirement.
He specializes in retirement planning and helps clients navigate their investment and insurance needs with clarity and confidence. Gabriel takes an educational approach to planning, believing that informed clients make better decisions. He genuinely enjoys breaking down complex financial concepts and making sure his clients understand their options every step of the way.
Gabriel is a proud graduate of San Diego State University, where he earned his Bachelor of Arts degree in Economics.
Outside the office, Gabriel treasures time outdoors and with his family. Whether he’s fishing, camping, or hiking and exploring, he finds his balance in nature and family.
Gabriel calls Roseville, California home.
Professional Licenses
- Series 65 License
- Series 7 License
- Series 63 License
- CA Insurance License – 0M62657
Angelica Gutierrez
Chief Client Service Officer
- Helica plays a key role in supporting clients and advisors at Clear Wealth Strategies, helping ensure every step of the client experience is organized, responsive, and handled with care.
- With over 13 years of experience in financial services, client service, and office administration, she supports client onboarding, account servicing, and day-to-day operations—keeping processes on track and ensuring nothing falls through the cracks.
- Known for her calm, detail-oriented approach, Helica helps create a smooth, supportive experience for both clients and the team.
- Sean brings 9 years as a military Communications Officer and 10 years running a marketing agency to Clear Wealth Strategies.
- He leads the firm’s client communications and experience - overseeing events and seminars, the firm’s digital presence, and the internal processes that keep the customer experience organized and follow-through consistent.
- Sean is known for making information clear, building repeatable systems, and ensuring the your experience feels proactive and steady.
Joanna Lee
Office Manager
Joanna believes the best client experiences feel effortless, even though a great deal of care, coordination, and attention happens behind the scenes.
As Office Manager, she takes pride in creating an environment where clients and team members feel supported, known, and well cared for.
Joanna earned her Bachelor of Science degree from San Jose State University. She brings the same qualities she values in client service to her work each day: dependability, attention to detail, and a willingness to step in wherever she can make a difference.
Joanna lives in Orangevale in Sacramento County. Outside of work, she enjoys spending time with friends and family and getting outside for a good walk.
