Clifton Santikul, Co-founder of West Valley Peninsula Wealth Management Group (WVPG)
With over 30 years of wealth management experience, Clifton Santikul offers wholistic financial solutions tailored for affluent families and investors. As the Co-founder of WVPG, Clifton and his team manage over $500 million in assets and liabilities, offering services that include Investment Advisory, Investment Planning, Liabilities Management, Alternative Investments, Multi-Generational Wealth Planning, and Legal Settlement Planning.
A San Jose State University graduate, Clifton began his career at Merrill Lynch and has held key roles at Morgan Stanley and its predecessor firms, including positions as Financial Advisor, Branch Manager, and Complex Director. In 2021, Clifton and his team joined RBC Wealth Management's San Jose Branch, where he serves as a Senior Portfolio Manager - Portfolio Focus. In this role, he oversees the group’s investment models, alternative investments, and custom portfolios.
Clifton collaborates with nationally recognized attorneys to assist families and individuals with Legal Settlements, Structured Settlements and Wealth Planning. His leadership extends beyond his professional life; he has been actively involved in Holy Spirit Church in San Jose, serving on the Finance Council, and organizing its annual mission trip to Nicaragua.
In his personal time, Clifton enjoys spending time with his family, golfing, traveling, and exploring culinary arts and wine. He also holds WSET certifications in wine.
