Partner Programs

Business Development Team Overview

ClearPoint’s Business Development team works to form partnerships in a multitude of industry sectors. This initiative enables ClearPoint to connect to organizations, customers, and employees that can benefit from the agency’s counseling, advisory, and educational services. Our programs provide benefits to the company or organization and address the personal financial challenges of the individual members or employees.

Hispanic Strategy

We are seeking to partner with local and national companies and organizations who realize the importance of satisfying the relevant needs of the Hispanic community while embracing cultural sensitivity. All our services are provided by phone, online and face to face in 16 states and in 17 of the 50 largest metropolitan areas in the U.S. These services are provided in English and Spanish by employees representing over 15 Spanish speaking countries.

Over the last five years, we have provided over 220,000 counseling sessions to the Hispanic community. Our leaders are committed to continue offering all our services to the Hispanic community, older Americans, military families as well as other underserved groups nationwide. Our goal is to help them stabilize their financial situation, improve their quality of life, and help these clients develop long term financial empowerment.

Nuestra misión a la comunidad hispana es “Promoviendo la salud del consumidor a través de la educación financiera.”

Contact Us

Our Business Development team looks forward to the opportunity to work with your organization. Be sure to read about the services we offer and fill out our contact form with your specific request. We can also be reached by telephone at 888.926.7707. If you need to reach a member of our team directly, see their contact information below.

Ray Pennie
Vice President, Business Development

Mark Godfrey
Director, Business Development

Sandra Font
Business Development Director
Hispanic Strategies