Clint is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL®), and a Chartered Advisor in Philanthropy (CAP®).
Clint graduated from Arizona State University with a Bachelors Degree in Finance. He is currently enrolled in the Masters of Financial Services (MSFS) curriculum with The American College, which offers advanced education and certifications for financial professionals. Clinton has also completed the course work for a Wharton Certificate in Retirement Planning at The Wharton Business School in Pennsylvania.
Clint has served on the Gift & Estate Planning Advisory Council for Cal State San Bernardino (CSUSB) and for the Planned Giving Advisory Group for Riverside Community College. He served as a Planning Commissioner for the City of Yucaipa Planning Commission. He currently has offices in San Clemente and Redlands, California.
Clint’s financial services firm focuses on working with businesses in exploring and finding benefit strategies for their owners and employees through effective tax advantaged vehicles, as well as coordinated Estate Planning strategies.
As the author of The Pension Dilemma, published in 2012, Clint explores a narrative that many businesses would describe as a part of their story. Published in 2015, Clint is also the author of Financially Sound, a book that gives the reader a clear path and direction on how to organize their lives financially.
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California Insurance License # 0H87088The Pension Dilemma
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