John Moravek

John Moravek is a committed CERTIFIED FINANCIAL PLANNER™ (CFP®) with a passion for helping clients make their dreams a reality. With over 15 years of experience, he founded Clarity Wealth Planning in 2023 to deliver more value to his clients and enrich their experience.  

At Clarity Wealth Planning, John specializes in developing comprehensive financial plans, retirement income strategies, tax-efficient plans, and managing investment portfolios. He also works closely with businesses on exit-planning and managing employer-sponsored retirement plans.

Before becoming a financial advisor, John led the mortgage and real estate division for a financial services firm in Michigan. Seeking a more relationship-driven career, he transitioned into financial advising, where he could build lasting relationships with the people he helps.

John earned a bachelor’s degree from University of Notre Dame in 2002, where his passion for problem-solving and helping others began. He also worked his way through college as a golf course caddie, which fostered his love for the game and taught him the value of hard work.

John is actively involved in his community, serving on the planning committee for St. Matthew Catholic School in Charlotte and coaching his daughter’s basketball team. He is a member of F3 (Fitness, Fellowship & Faith), has led the local Notre Dame alumni club, and contributes to the leadership team of the Providence Business Partners networking group.

When he's not working, John enjoys golfing, cooking, reading, and cheering on Notre Dame football. He lives in Charlotte with his wife, Angie, and their daughter, Caroline.