TA

Treven Ayers, CFS®, CFP®

Member in Good Standing
Chief Investment Officer
Charlotte, NC
CFS®
Link copied

About Treven

Treven L. Ayers, CFS, CFP®, MA                                   Chief Investment Officer

Treven is a CERTIFIED FINANCIAL PLANNER™ professional, holder of the Certified Fund Specialist (CFS) designation, and the Chief Investment Officer for Clearview Wealth Management. As CIO and head of Clearview’s Investment Committee, Treven is responsible for investment research and developing the overall investment strategies for the firm. He coordinates with the Clearview team of professionals to implement these strategies in each client’s customized portfolio.


Treven has over 23 years of experience encompassing an extensive knowledge of investments including US and International stocks, bonds, mutual funds, closed-end funds, preferred stocks and exchange traded funds (ETFs). Prior to joining Clearview, Treven was a Senior Portfolio Manager with Rinehart Wealth Management for 14 years. Prior to Rinehart Wealth Management, Treven managed both individual portfolios and institutional pension plans for Professional Financial Services, Inc. in Reston, VA.    

Treven earned his Bachelor of Arts in Economics / English and his Master’s Degree in Economics from the University of South Carolina. His Master’s degree in Economics gives him a solid global macro-economic outlook.  This global view, combined with his deep knowledge and vast experience leaves no stone unturned when it comes to finding value for his clients’ investment portfolios.    

 

Education

High School/GED
Master's degree
Bachelors

Licenses

Registered Investment Advisor

Other Credentials

CFP®

IBF Designations

Certified Fund Specialist
Deep, practical knowledge of mutual funds, ETFs, and managed portfolios.
Interested in earning an IBF designation? Explore all programs

Contact Treven

Charlotte, NC
Email

At a Glance

IBF Designations 1
Member Since 1995
Other Credentials 1
Join 30,000+ professionals
Build your expertise with IBF designations.
Explore Programs
Practitioner-Reviewed education since 1988
Profile verified · March 2026

What makes an IBF-designated advisor different?

1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
501(c)(3)
Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.