Clifton Ross President, CEO, Sr. Investment Advisor

Clifton is a financial professional who has worked for more than 20 years in business operations, management and the financial industry. As president and CEO, he has built a comprehensive retirement planning company to ensure that retirees have the guidance necessary to reach their goals.

Clifton also has a passion for helping the community. He currently serves on the boards of Twin Cities YMCA and ACES, a nonprofit organization committed to helping empower middle school kids. Beyond that, you will find him spending time with his wife and three children at their home in Prior Lake, Minnesota, or going out for a relaxing run.

  • He attended North Central University in downtown Minneapolis and studied business at Metropolitan State University.
  • Clifton heads an advisory panel of advisors, lawyers and CPAs.
  • Series 65 licensed.
  • President of Guardian Capital Management.

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