Broker Check
Cliff Wilson

With a personal interest in the lives of his clients, Cliff takes a hands-on approach in developing and implementing investment strategies on their behalf. A strong believer that each client deserves consistent focus and attention, he recognizes that each has worked hard to achieve financial success and he is dedicated to helping them build on and protect that success.

Cliff prides himself on the wide range of appropriate solutions he brings to a diverse array of clients: independent business professionals, entrepreneurs, corporate executives, couples, and individuals. His goal is to present wealth accumulation strategies with an emphasis on prudent growth and asset preservation, all tailored to meet the investor’s long term goals, and organization of assets, trusts and estates, generational asset transfer, retirement, and funding special interests, Cliff’s clients appreciate that, in many cases, his experience mirrors their own. He begins each new client relationship with an in-depth discussion exploring many topics including goals, timeline, and risk tolerance. From there, he formulates and presents a custom-tailored strategy for moving forward.

Before joining Securities America, Cliff was Financial Advisor at Principal Financial and One America Financial. A graduate of Fresno State and in his spare time Cliff and his wife are avid cyclists .