Kent G. Clifton, CFP®
Retirement Planning Specialist
Wexford, PA
Mobile: (724) 312-9837
Website: www.kentclifton.com
Since starting his financial services career in 2007 Kent has focused on helping clients develop comprehensive financial strategies that fit their unique needs.
One particular focus is helping employees of large corporations understand and maximize their corporate wealth building programs such as 401ks, Employee Stock Purchase Plans, Stock Option Grants, and Restricted Stock Units.
Kent is a veteran of the United States Marine Corps, where he obtained the rank of Captain. He currently serves on the Board of Directors of Vibrant Pittsburgh. His previous board service includes the American Heart Association, The Western PA Diversity Initiative, and The Pittsburgh North Regional Chamber of Commerce.
He holds a BS in Accounting from the University of Illinois-Chicago and a Certificate in Retirement Planning from The University of Pennsylvania Wharton School of Business.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.