Our Team
Mark Roda is a Lancaster County native with more than 20 years of experience helping clients make informed and confident decisions about managing their wealth. Driven by a passion to make a positive impact in the lives of others, Mark and his team at CLEAR WEALTH PARTNERS believe financial advice should always be clear, straightforward, and grounded in the highest ethical standards.
Mark earned his bachelor's degree from Bloomsburg University and began his career in financial services in 2005, working for a global trust company and later a national brokerage firm. He has pursued extensive professional development, completing coursework through the College for Financial Planning to earn the Accredited Wealth Management AdvisorSM (AWMA®), Chartered Retirement Planning CounselorSMÃâà(CRPC®), and Chartered SRI CounselorSM (CSRIC®) designations. Additionally, he holds the Certified Plan Fiduciary Advisor™ (CPFA™) designation from the National Association of Plan Advisors and the Accredited Investment FiduciaryAIF® (AIF®) designation from the Center for Fiduciary Studies.
Evan is a native of Lebanon, PA, and a 2016 graduate of Cedar Crest High School. He went on to earn a bachelor's degree in business finance and a master's degree in kinesiology, specializing in sports management and leadership, from the University of New Hampshire. A dual-sport Division I athlete in football and basketball, Evan served as a team captain for his final two years on the football team.
He holds his Series 7 and Series 66 registrations, along with his Life & Health Insurance certification. He has also earned the SE-AWMA® (Sports & Entertainment Accredited Wealth Management Advisor) designation through the College for Financial Planning and the CPFA®(Certified Plan Fiduciary Advisor) designation through the National Association of Plan Advisors.
Evan joined Clear Wealth Partners in 2024 and serves as a Wealth Management & Retirement Plan Advisor. In this role, he delivers financial education and works closely with clients to develop personalized financial plans and investment strategies.
Outside the office, Evan enjoys quality time with his wife, Caitlynn, and their yellow lab, Remy. An avid basketball player and golfer, he also stays active in the community as an assistant varsity high school football coach and 6th-grade basketball coach. A passionate sports fan, Evan proudly supports the Baltimore Orioles, Minnesota Vikings, and Philadelphia 76ers.
2020
2-4 Employees
15
Businesses, Individual Investors
Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, 401K Rollovers
Stocks, Bonds, Options & Futures, Mutual Funds, Commodities, Exchange Traded Funds (ETFs)
Yes
Email, Phone, Our Office, Video Conference
Fee-Based
Based on Assets
WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.
Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032
Additional Detailed Disclosures
https://content.commonwealth.com/media/Roda_Mark_WiserAdvisor_Promoter_Disclosure.pdf
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. The Commonwealth Advisor(s) associated with this profile may discuss and/or transact business only with residents of states in which they are registered. You may review a list of Advisor's registrations and other information by visiting BrokerCheck.
