Meet Our Team
Three advisors, each with their own story.
Why We Were Founded
Before we founded ClearPath, each of us worked for one specific financial institution. Martin at a bank, Petra at a pension company, Tomáš at a large insurance company. We offered clients only what we had on the shelf, even though we knew there was something better on the market.
ClearPath is about being able to tell you, "this is not right for you," even if that means we do not arrange anything this time. About not having to pretend we have an answer to everything. And about speaking openly about how financial institutions pay us when you ask.
Three Rules
They apply across the team, without exception.
We do not pretend to know everything
If your situation goes beyond our expertise, we will say so. If needed, we will point you to someone who can handle it better.
We work without product targets
None of us has internal quotas or rewards tied to any specific bank or insurance company. We recommend what makes sense, not what we are expected to sell.
We keep an eye on your contracts without being asked
When a better option appears on the market or the terms of your contract change, we reach out. We do not wait for you to notice it yourself.
The people behind ClearPath
Three advisors. Each with their own specialization and direct contact.
Ing. Martin Horák
Chief Financial Advisor
Martin Horák, M.Sc., specializes in comprehensive financial planning, focusing on detail and a personalized approach to clients. His expertise is in analyzing financial situations and finding the most suitable solutions to ensure clients' financial stability. He emphasizes clarity and effective communication in his approach, helping clients better understand and achieve their financial goals.
Bc. Petra Dvořáková
Pension Planning Advisor
Petra Dvořáková, B.A., specializes in pension planning and long-term asset development. Her work is based on an individual approach to each client, emphasizing transparency and clear communication. Petra provides comprehensive advice that includes analyzing client needs and devising strategies to secure their financial future.
Tomáš Říha
Vehicle Finance and Insurance Advisor
Tomáš Říha specializes in vehicle financing and insurance services with a focus on client needs. His goal is to provide clients with clear and transparent information to help them make informed decisions. Tomáš offers expert advice in the area of financing, always ensuring that clients understand the terms and benefits of each option.
Thinking about your finances?
The initial consultation is free and without obligation. In person or online.
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