Wealthtender Wealthtender

Financial Professionals

Sign In Or Sign Up

Individuals

Subscribe for Money Tips
Wealthtender

Jon Belajac, AFC®

Serving military families, government employees, and business owners.

Connect Cancel

Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.

Click Here to Learn More
Contact Me
Clear Insight Wealth Management Jon Belajac, AFC®
Pittsburgh, PA

Serving Clients Nationwide

Serving military families, government employees, and business owners.

Website

Areas of Focus

  • Business Owners
  • Financial Life Planning
  • Investment Management
  • Retirement Planning
  • Taxes

About Jon Belajac, AFC®

Jon Belajac is a financial planner and Investment Adviser Representative at Clear Insight Wealth Management — and his path to financial planning started the way it does for many of his clients: not with a finance degree, but with a wake-up call.

Despite a steady income, Jon found himself stuck in an endless cycle of debt with nothing to show for it. Determined to change course, he devoured personal finance books, sought out a mentor, and eventually broke free from tens of thousands of dollars in debt. That experience is what drives how he works today.

Whether you are navigating a military transition, building wealth from the ground up, or simply wondering whether all your financial pieces are working together, Jon brings both the technical knowledge and the lived experience to meet you where you are.

After enlisting in the Army straight out of high school in 2005 as an Airborne Infantryman, Jon spent 20 years serving at duty stations across Alaska, Washington, and North Carolina, completing three deployments and later serving as an Army Recruiter in Pennsylvania, Colorado, and Hawaii. He retired in 2025 at the rank of Sergeant First Class. The discipline and mission focus the Army instilled in him translate directly into how he approaches financial planning — methodical, comprehensive, and always centered on the person across the table.

Jon holds a Bachelor of Science in Finance with a concentration in Financial Planning from Southern New Hampshire University, and the Accredited Financial Counselor® (AFC®) designation. He serves as a Paraplanner and Associate Financial Planner at Clear Insight Wealth Management, based in Pittsburgh, Pennsylvania. Jon loves the full scope of comprehensive financial planning — cash flow, investments, taxes, insurance, estate planning — and how all the pieces fit together into something bigger than the sum of their parts. Whether your finances feel like a tangled mess or you are simply wondering if there is more you could be doing, Jon is the kind of advisor who will dig in and find out.

Jon and his wife Nicole have been married 18 years and have three kids. A proud Army retiree and lifelong Pittsburgh Steelers fan, he can usually be found at the grill, at the park with his family, or buried in a good book. His bookshelf leans heavily toward the behavioral side of money — think The Psychology of Money and Predictably Irrational — because he is convinced that understanding human behavior is just as important as understanding a balance sheet.

Professional Designations

  • Accredited Financial Counselor (AFC)

Affiliations

  • Financial Planning Association

Primary Location

Pittsburgh, PA

Meeting Options

  • Video Conference
  • Phone
Book Intro Call

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed
  • Subscription

What to expect in the first meeting

To schedule a get-acquainted meeting, click the 'Book Intro Call' button above. During this meeting, we will discuss your goals and what working together will look like. We'll finish the meeting by discussing the types of services you would benefit from and what moving forward looks like. I look forward to speaking with you!

Offers Investment Management

Yes

About Clear Insight Wealth Management

Each of the partners of Clear Insight Wealth Management started out as a female solopreneur delivering exceptional financial services. They met and united their knowledge and experience into a powerhouse focused on the unique financial needs of business owners, military families, and government employees.

Clear Insight Wealth Management is a women-owned, comprehensive wealth management firm with strong roots in military life and government service. Our clients are quietly extraordinary, focused on service, running great businesses, and daring to lead great lives. We offer integrated services ranging from business planning strategies to becoming work optional to optimizing taxes.

Our approach is tailored to each client’s unique needs. We believe in balance: living, spending, saving, and investing confidently. Whether you are considering retirement, a career change, or simply want to live your best life now, we’ll help you create a plan that is true to you.

Our commitment to you goes beyond advising. We strategize, clarify, and deliver ongoing financial planning that serves as an action-oriented roadmap for our clients. With decades of experience, we are adept at connecting the dots for clients and asking meaningful questions, so clients fully understand every part of the wealth-building and happiness equation.

Clear Insight Wealth Management uses a collaborative process with our clients. We help clients navigate the complicated emotions and circumstances associated with money to reach goals, care for loved ones, and take joy in the life they’ve built. We have helped countless families build their financial freedom and can help you do the same.

We understand everyone’s ideal life is different. If your vision includes:

- Planning for Retirement
- Transitioning Out of Military Life
- Making A Career Change
- Being Financially Independent
- Growing a Business

Reach out today to learn more or to schedule a get-acquainted meeting at myciwm.com.

Hobbies and Interests

  • Family
  • Fishing
  • Football
  • Grilling
  • Hiking

SEC Lookup

View Disclosure

Who We Serve

  • Business Owners
  • Entrepreneurs
  • Government Employees
  • Healthcare Professionals
  • Military
  • Veterans
  • Young Families

Wealthtender® is a trusted, independent financial directory and educational resource governed by our strict Editorial Policy, Integrity Standards, and Terms of Use. While we receive compensation from featured professionals (a natural conflict of interest), we always operate with integrity and transparency to earn your trust. Wealthtender is not a client of these providers. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

Looking for a Financial Advisor in Pittsburgh, Pennsylvania?