Cliff has been a financial advisor since 2011, holding the Chartered Financial Consultant® charter from The American College, the Certified Private Wealth Advisor® certification from the Investments and Wealth Institute, and the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning.
In managing money, Cliff regularly helps high net worth and ultra-high net worth clients with creating and maintaining customized, risk balanced, tax-considerate, and time-conscious portfolios. Portfolios created with the intention of accomplishing short-term and long-term client goals that consider the risk/reward trade-off and contribution of each position. Working collaboratively with a client’s other professionals, including CPAs and attorneys, Cliff carefully integrates wealth transfer, asset protection, and tax aware strategies.
Born 1987 in Honolulu, Hawaii, Cliff currently lives in Reno, Nevada. Having moved to Reno in 1998, after his father retired from the Airforce, where he met his fiancé, Chelsea. Hobbies include: running, climbing, skiing, and staying active with various outdoor activities.
