Updated:Jun 3, 2026

Clifford Financial Planning, Inc.

Clifford Financial Planning, Inc. is an SEC-registered investment adviser in Santa Rosa, CA. The firm manages approximately $43 million in regulatory assets.

Clifford Financial Planning, Inc.

Clifford Financial Planning, Inc. is an SEC-registered investment adviser in Santa Rosa, CA. The firm manages approximately $43 million in regulatory assets. It has 2 employees and 1 investment adviser.

General information

Firm type

RIA

Year founded

—

AUM

Undisclosed

Location

Region

—

Country

—

City

—

Corporate office

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What is Clifford Financial Planning, Inc.?

Clifford Financial Planning, Inc. is a registered investment advisor, but no public information about its founding, leadership, or location is available. The firm does not maintain a publicly accessible website or LinkedIn profile, which limits external assessment of its operations.

Who runs investment decisions at Clifford Financial Planning, Inc.?

No named principals or investment decision-makers are publicly listed for Clifford Financial Planning, Inc. The firm's management structure and key personnel are not documented in any verifiable public records.

How does Clifford Financial Planning, Inc. generate investment returns?

The firm's investment strategy and return generation methods are unknown. Without a public website, regulatory filings, or media coverage, it is not possible to describe its approach to asset allocation or portfolio construction.

Is Clifford Financial Planning, Inc. a single family office or a multi-family office?

Clifford Financial Planning, Inc. is classified as a registered investment advisor (RIA), but its specific subtype—whether single or multi-family office—is not publicly disclosed. The firm may serve individual or institutional clients, but no evidence of family office operations has been found.

Where is Clifford Financial Planning, Inc. located?

The firm's headquarters location is not available from public records. No office addresses or geographic footprint have been published in any accessible source.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.