Clifford Financial Planning, Inc.

Clifford Financial Planning, Inc. (CRD# 112978) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $36,000,000 in 350 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3035 Cleveland Avenue, Suite 206, Santa Rosa, CA 95403
http://www.cliffordfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $102,857
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Clifford Financial Planning, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Russell Clifford, financial advisor Santa Rosa CA
Russell O. Clifford
CRD#: 2537734
3035 Cleveland Avenue, Suite 206, Santa Rosa, CA 95403

Russell Clifford (CRD# 2537734) is an Investment Advisor Representative working at Clifford Financial Planning, Inc. in Santa Rosa, CA and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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