About Clear Point Investments
Built on personal service and long-term relationships, our mission is to help clients pursue financial stability, security, and true independence—through planning that matches your goals and your life.
Founder & CEO: Mike Puck
Experience across institutional trading, business development, and high-net-worth advisory—focused on clarity, discipline, and building plans that hold up in the real world.
A career built on performance, relationships, and retirement-focused planning.
Mike has worked in the investment industry for over 20 years. He began his career as a trader in New York on the New York Mercantile Exchange, trading commodities. In April 2021, Mike earned the Chartered Retirement Planning Counselor® (CRPC®) designation.
Prior to founding Clear Point Investments, Mike served as Director of Business Development at ZEGA Investments, where he helped bring in and manage more than $500 million in assets. Over the course of his career, he has worked extensively with high-net-worth individuals and has managed books of business totaling up to $1 billion.
Mike previously held roles as Vice President at J.P. Morgan Chase and Senior Financial Consultant at TD Ameritrade. At both firms, he earned Presidents Club recognition for his performance.
Guidance built on education, discipline, and a hands-on approach.
Clear Point Investments was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided the most personal service available, earning a reputation for excellence in our industry.
Helping you build stability, security, and lasting confidence.
For each of our clients, we strive to help create financial stability and security to support financial independence. We believe your plan should be clear, practical, and designed around what matters most to you.
We work to simplify complex financial decisions so you can move forward with greater clarity—while staying focused on the long-term outcomes you want to achieve.
Our Commitment
Our staff consists of experienced professionals with a hands-on approach to financial guidance. Clients find our team knowledgeable—and they also discover that we truly care about helping make their goals a reality.
Our Principle
Education and understanding of your current financial situation are vital to making prudent decisions about your future financial condition. Clarity first—then strategy.
Our Philosophy & Our Mission
Our approach is rooted in values, trust, and real-world planning—designed to support a comfortable retirement and a meaningful legacy.
Our Philosophy
At Clear Point Investments, we believe the mark of a life well spent is one where you are true to your values— honesty, hard work, and respect for others. We know relationships are important, and that earning someone’s trust is sacred.
Plan a Comfortable and Secure Retirement
Peace of mind isn’t for sale—but it can be achieved through thoughtful planning and consistent effort. The key is building trustworthy relationships with professionals who educate you about retirement options while offering proven, real-world solutions tailored to your needs and concerns.
Our Mission
When we talk about the ways wealth and financial stability can define the individual, it has little to do with a balance sheet and more to do with a balanced life. True wealth is all that money can’t buy—and death can’t take away.
It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation— creativity paired with careful calculation.
As your trusted advisor, we are dedicated to helping you reach a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, and a passion for serving you.
Clear Point Investments
Clear Point Investments
The place to build your future is right down the road.
Scottsdale and Phoenix, Arizona
We Cover Scottsdale and Phoenix, Arizona
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