Clinton is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Certified Life Underwriter (CLU), Chartered Advisor for Senior Living (CASL®), Retirement Income Certified Specialist (RICP®), and a Chartered Advisor in Philanthropy (CAP®).
Clinton graduated from Arizona State University with a Bachelors Degree in Finance. Clinton has also completed the course work for a Wharton Certificate in Retirement Planning at The Wharton Business School in Pennsylvania.
Clinton works with individuals and business owners towards financial peace of mind by simplifying complex financial scenarios. He guides them through streamlined options and creates tailored financial plans, enabling clients to gain clarity and understanding for their personal and professional financial goals.
As the author of The Pension Dilemma, published in 2012, Clinton explores a narrative that many businesses would describe as a part of their story. Published in 2015, Clinton 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.
He currently has offices in San Clemente and Redlands, California. He spends most of his time with his wife and four children.
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California License #0H87088
Service Office:
8355 E. Hartford Drive, Suite 105
Scottsdale, AZ 85255
(480) 483-1510
Email: info@trekfinancial.com
