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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 they need to reach their goals.

Clifton also has a passion for helping the community. He currently serves on the boards of Twin Cities YMCA and A.C.E.S., a non-profit organization committed to helping empower middle school kids.



Beyond that, you will find him spending time with his wife and 3 children at their home in Chanhassen, Minnesota or going out for a relaxing run.


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