Clint is a Regional Director and Partner at EP Wealth Advisors, focused on helping his clients achieve their personal financial goals.
Clint obtained his series 7, 63, and 65 licenses working for brokerage firms Morgan Stanley and Charles Schwab. During his time at Schwab, Clint was promoted to branch manager in charge of compliance and supervision of investment consultants. Clint transitioned from brokerage to wealth management by joining RNC Genter Capital Management and later Glencrest Investment Advisors as Vice President, managing client relationships.
Clint earned his bachelor’s degree from the University of Redlands with a double major in Biology and Political Science. He earned an MBA from the University of Southern California in 2001 with an emphasis in Finance and Marketing. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
Clint and his wife reside in Simi Valley, CA and enjoy traveling and the outdoors.
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