# Clifford Financial Planning, Inc.

Clifford Financial Planning, Inc. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 112978
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/112978

## About

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

## Questions

### 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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