For 17 years, Fritz Hussey has served in the best interests of his clients as an independent comprehensive financial advisor and consultant. First licensed in 2003, he specializes in providing an individualized plan to help people achieve their financial goals and live the dream they never thought would be possible. He believes in creating a plan to suit his clients’ needs and helping them stick to the plan. This is why he got into this business.
Fritz graduated with honors from the University of Florida, earning a Bachelor of Science in Business Administration. Later he earned an MBA from Western International University, followed by the Certified Financial Planner designation.
Early in his career, Fritz was a fan of The Bruce Williams radio show. The nationally syndicated talk show was headed up by Bruce H. Williams, who is also a member of the National Radio Hall of Fame. Bruce’s “Smart Money” column was available in more than 620 newspapers around the country and Fritz admired his straightforward, insightful advice to his listeners and readers. Fritz has strived to incorporate those values into his own practice as his career has grown.
More than anything, though, Fritz lives by the Golden Rule, "Do unto others as you would have them do unto you". He always does what’s right for his clients — when he does, he knows that everything will work out in the end. He’s lived by this code at while working for Sutton Wealth Advisors, Inc. (SWA) and it is a core tenant of Cleartree Asset Management, Inc.
When he’s not at work, he enjoys spending time with his wife, Karen and his children, Hannah, Peyton and Keegan. He also enjoys reading about science, history, and technological advancements, which inspire him to take his imagination beyond the limits of humanity’s potential.
Cleartree Asset Management is proud to have teamed up with a multi-decade veteran
of the profession, Michael Zmistowski, who will serve as Senior Advisor on the
Board of Directors. Michael has been at the forefront of creating a true Financial
Planning Profession. Although quite humble in his involvement, his dedication to
establishing our profession in the public eye, Michael served as a linchpin in USF
creation of a business degree in Personal Financial Planning, a land mark
accomplishment separating those of us who serve our clients best interest from the
pack of sales professionals looking to sell something to the highest bidder and then
move on to their next prospect.
Michael Z enjoys providing the power of a written financial plan for his clients and
his colleagues. His involvement in the financial planning and wealth management
communities is well-recognized as a speaker and leader. He is a founding director of
the Financial Planning Association of Florida, serving as Chairman (2014), President
(2013), President of the Tampa Bay chapters of the International Association of
Financial Planning (1991-92) and President of the Financial Planning Association of
Tampa Bay (2017 and 2018).
Known for his energetic speaking style; knowledge in advice, securities & insurance
law including Florida statutes, FINRA rules, Certified Financial Planners Board of
Standards Ethics; National Association of Insurance Commissioners; enhanced
suitability regulations, he has spoken for organizations including the Financial
Planning Association’s Annual conferences (FPA), the Internal Foundation for
Retirement Education (InFRE); each of the nine Annual Financial Advisor
Magazine "Inside Retirement Symposiums.
His presentations are popular with Broker/Dealers, Insurance, investment companies. Professional financial associations as he focuses on training advisors the financial
planning process; compliance within Retirement Income Management,
He believes Americans deserve security in their later years and says “they need
effective tools to make the most of their hard-earned savings. As folks approach age
55, longevity becomes more of a worry if our spending & income are not coordinated.
Spending plans, managing assets; guaranteed lifetime income (e.g. Defined Income
Plan) are important to help Americans plan for retirement. Dependable lifetime
income included in a financial plan is essential to sleep well at night.”