Cliff has been in his role as financial advisor since 2011. He holds the Chartered Financial Consultant® designation through the American College, the Certified Private Wealth Advisor® designation through Investments and Wealth Institute, and the Chartered Retirement Planning Counselor® designation through the College for Financial Planning, with undergraduate studies from University of Nevada Reno. Cliff’s practice encompasses all aspects of investment management and financial planning, with a special emphasis in planning for financial risks that arise throughout the different stages of clients’ lives and beyond. He focuses on estate, income and generation-skipping tax planning services, trust and estate planning goals, and planning for risks and taxes through specialized insurance and investment strategies. Working with a client’s other professionals, notably CPAs and trust attorneys, Cliff carefully considers wealth transfer, asset protection, and tax minimization strategies. He was born in Honolulu, Hawaii, and has lived in Reno, Nevada, since 1998. Cliff’s hobbies include running, climbing, traveling, and staying active through many outdoor activities.
