Cliff is founder and president of Neponset Valley Financial Partners. With more than 37 years of experience as a financial planning practitioner and 27 years with the CERTIFIED FINANCIAL PLANNER™ certification, he attained the Accredited Investment Fiduciary®
designation in 2010, which is widely recognized for practitioners specializing in retirement plans who display a high degree of integrity and expertise. Cliff works primarily with individuals whose net worth exceeds $500,000 with investable assets of $300,000 or more.

During the planning process, he often collaborates with attorneys and accountants to create comprehensive strategies for clients in their investment, retirement, tax, and estate planning.

Cliff’s insight into trends in financial markets and responsive strategies is actively sought, as confirmed by the continuous stream of media appearances throughout the past 20 years.

Memberships and certifications
  • Five StarSM Wealth Manager (fourth consecutive year)
  • CERTIFIED FINANCIAL PLANNER™ certification
  • Accredited Investment Fiduciary® (AIF®)
  • The Financial Planning Association and its predecessor organization, the International Association for Financial Planning
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    Achievements

    • Hosted a financial issues show, Money Matters – aired in several Massachusetts communities for seven years
    • Written articles for the Boston Business Journal, Wealth Management Business, and Financial Advisor Magazine
    • Interviewed and quoted in various publications and news services, including Wall Street Journal, Boston Globe, BloombergBusinessweek, US News & World Report, Boston Business Journal, Associated Press, and Thomson Reuters 
    Personal

    Cliff and his wife, Amy, recently celebrated their 30th wedding anniversary and reside in Sharon, Massachusetts. Their sons, Stephen and Jonathan, have followed in their father's footsteps and work in the financial services industry, while their daughter, Meredith recently graduated law school and became engaged. Cliff received his BS in finance from the University of Connecticut and his MBA in finance from Boston University.


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