ClearStep Financial helping everyday Americans secure their financial future through thoughtful and strategic financial planning and education. 

We start by getting to know you — your goals and your dreams for the future. We offer unbiased financial advice, recommending a roadmap suited to your situation, helping to ensure every step of your financial journey is well mapped out

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Address:

WI Offices
Greenfield - 414.545.0404
Monroe - 608.287.4216
Pewaukee - 262.691.2450.
Shorewood - 262.293.3609

MN Office
Bloomington - 651.328.0993

Phone:

Patricia Beine

Patricia Beine

Financial Professional

Business Philosophy & Background


Patricia’s work is focused on service- to her clients, prospects, and business associates. Her career intention is to serve the greater good with her God- given abilities and training to build a better world for her children, their peers, and the generations to come.

Raised in Monroe, Wisconsin, on her parent’s dairy farm, Patricia learned the values of diligence, smart work and patient persistence. After graduating from Monroe Senior High School, she received a scholarship to Cardinal Stritch University where she graduated in four years with a Bachelor’s in Business Finance, earning the Gold Key award, given to the graduate of highest scholarship. Since then, Patricia has spent her career in the financial industry in the areas of banking, insurance and tax preparation before affiliating with her current office in 2002. Residing in the Kettle Moraine with her husband of over 25 years, Joseph, and their four children, Patricia enjoys hobbies of distance cycling, reading and spending time with family and friends.   

Registrations & Designations


  • BS- Business Finance, Minor Computer Science
  • Securities Registrations Series 65, 6, 63
  • Licensed Life and Health Insurance
  • Notary Public
  • 20+ years of practical experience.

Membership Organizations


  • Waukesha YMCA
  • St Paul’s Catholic Church, Genesee Depot, WI
  • WI Bike Federation
  • Financial Services Institute

Awards & Acknowlegements


  • Top Wealth Managers in Milwaukee Magazine, 2013
Phone 262.385.1076
Fax 262.244.1442
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck