Cliff is founder and president of Neponset Valley Financial Partners. With more than 35 years of experience as a financial planning practitioner and 24 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 over the past 20 years.

Memberships and certifications
  • The Financial Planning Association and its predecessor organization, The International Association for Financial Planning.
  • CERTIFIED FINANCIAL PLANNER™ (CFP®) certification
  • Accredited Investment Fiduciary® (AIF®)
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 for various publications including Forbes, Business Week, the Boston Business Journal, Associated Press, Boston Globe, Bloomberg and Thomson Reuters 
Personal

Cliff and his wife, Amy, have been married for 27 years and reside in Sharon, MA. Their sons, Stephen and Jonathan, graduated college in 2012 and have recently entered the financial services industry while their daughter, Meredith is attending law school. Cliff received his BS in Finance from the University of Connecticut and his MBA in Finance from Boston University.


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