Wealth Management Advisor 7101 Wisconsin Ave.Suite 1200Bethesda, MD 20814P. (301) 907-9030 F. (202) firstname.lastname@example.org
Clint is grateful for the opportunity to assist hundreds of clients achieve their retirement goals by working together to craft a plan that works optimally.
Growing up Clint's Nana lived with his family, because her only retirement income was a $79 monthly Social Security check, which wasn't enough to live on. Clint wanted to prevent that from happening to as many people as he could, which is why he chose a profession in the financial services industry.Clint joined Guardian Life at age 18, while studying for the Chartered Life Underwriter (CLU) designation, which he achieved in 1980. Clint also received his Chartered Financial Consultant (ChFC) designation in 1987 and is in his 42nd year serving in the financial services industry.
Clint has qualified for the Million Dollar Round Table (The Premier Association of Financial Professionals®) for 41 years and is currently a Qualifying and Life member (since 1983, first qualified 1978).Clint is a member of The American Society of CLU and ChFCs- The Society of Financial Service Professionals National Capital Chapter. He participates in rigorous continuing education requirements on both a firm and regulatory level. Clint has completed long term care partnership training, as well as annual investment advisor representative training.
When he's not working with his clients, Clint enjoys riding his bike and walking his dogs.
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