Cliff Kwan, Cfp®, Crpc®
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Cliff Kwan, Cfp®, Crpc® Email & Phone Number

Financial Advisor at Retirement Planners of America
Location: Orange County, California, United States 3 work roles 1 school
1 work email found @moneymatters.net LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email c****@moneymatters.net
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Retirement Planners of America
Role
Financial Advisor
Location
Orange County, California, United States
Company size
84 employees

Who is Cliff Kwan, Cfp®, Crpc®? Overview

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Quick answer

Cliff Kwan, Cfp®, Crpc® is listed as Financial Advisor at Retirement Planners of America, a company with 84 employees, based in Orange County, California, United States. AeroLeads shows a work email signal at moneymatters.net and a matched LinkedIn profile for Cliff Kwan, Cfp®, Crpc®.

Cliff Kwan, Cfp®, Crpc® previously worked as Financial Advisor at Financial Strategies - Wealth Management Group and Financial Representative at Northwestern Mutual. Cliff Kwan, Cfp®, Crpc® holds Bachelor Of Arts (B.A.), Business And Financial Planning from California State University-Fullerton.

Company email context

Email format at Retirement Planners of America

This section adds company-level context without repeating Cliff Kwan, Cfp®, Crpc®'s masked contact details.

*@moneymatters.net
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AeroLeads found 1 current-domain work email signal for Cliff Kwan, Cfp®, Crpc®. Compare company email patterns before reaching out.

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Profile bio

About Cliff Kwan, Cfp®, Crpc®

Everyday I am reminded how great it is to make a positive impact on someone’s life. I have the pleasure to assist clients and help them create financial security. I am a CERTIFIED FINANCIAL PLANNER™, that focuses on providing comprehensive retirement planning services and solutions such as tax planning, estate planning, wealth management, Medicare guidance, and Social Security advice. I enjoy building enduring client relationships, because everyone deserves a secure, independent retirement.

Current workplace

Cliff Kwan, Cfp®, Crpc®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Retirement Planners of America
Retirement Planners Of America
Financial Advisor
plano, texas, united states
Website
retirementplannersofamerica.com
Employees
84
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Company profile
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3 roles

Cliff Kwan, Cfp®, Crpc® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Financial Strategies - Wealth Management Group

Tustin, CA

Jan 2005 - Sep 2014
Team & coworkers

Colleagues at Retirement Planners of America

Other employees you can reach at retirementplannersofamerica.com. View company contacts for 84 employees →

JM Jad Mcguire, Cfp® Jad Mcguire, Cfp® Colleague at Retirement Planners Of America Plano, Texas, United States, United States View → CR Carolyn Rhodes-Luke Carolyn Rhodes-Luke Colleague at Retirement Planners Of America Frisco, Texas, United States, United States View → RC Roger Connor Roger Connor Colleague at Retirement Planners Of America Claremont, California, United States, United States View → AG Audrey Guzman Audrey Guzman Colleague at Retirement Planners Of America Dallas-Fort Worth Metroplex, United States View → KL Kyle Larson Kyle Larson Colleague at Retirement Planners Of America Dallas, Texas, United States, United States View → SL Stephen Luby Stephen Luby Colleague at Retirement Planners Of America Dallas, Texas, United States, United States View → CW Christopher Winkler Christopher Winkler Colleague at Retirement Planners Of America Houston, Texas, United States, United States View → AG Aubrey Greco Aubrey Greco Colleague at Retirement Planners Of America New York, New York, United States, United States View → TB Terry Bussard Terry Bussard Colleague at Retirement Planners Of America Plano, Texas, United States, United States View → MK Meenakshi Kalra Meenakshi Kalra Colleague at Retirement Planners Of America Frisco, Texas, United States, United States View →
1 education record

Cliff Kwan, Cfp®, Crpc® education

FAQ

Frequently asked questions about Cliff Kwan, Cfp®, Crpc®

Quick answers generated from the profile data available on this page.

What company does Cliff Kwan, Cfp®, Crpc® work for?

Cliff Kwan, Cfp®, Crpc® works for Retirement Planners of America.

What is Cliff Kwan, Cfp®, Crpc®'s role at Retirement Planners of America?

Cliff Kwan, Cfp®, Crpc® is listed as Financial Advisor at Retirement Planners of America.

What is Cliff Kwan, Cfp®, Crpc®'s email address?

AeroLeads has found 1 work email signal at @moneymatters.net for Cliff Kwan, Cfp®, Crpc® at Retirement Planners of America.

Where is Cliff Kwan, Cfp®, Crpc® based?

Cliff Kwan, Cfp®, Crpc® is based in Orange County, California, United States while working with Retirement Planners of America.

What companies has Cliff Kwan, Cfp®, Crpc® worked for?

Cliff Kwan, Cfp®, Crpc® has worked for Retirement Planners Of America, Financial Strategies - Wealth Management Group, and Northwestern Mutual.

Who are Cliff Kwan, Cfp®, Crpc®'s colleagues at Retirement Planners of America?

Cliff Kwan, Cfp®, Crpc®'s colleagues at Retirement Planners of America include Jad Mcguire, Cfp®, Carolyn Rhodes-Luke, Roger Connor, Audrey Guzman, and Kyle Larson.

How can I contact Cliff Kwan, Cfp®, Crpc®?

You can use AeroLeads to view verified contact signals for Cliff Kwan, Cfp®, Crpc® at Retirement Planners of America, including work email, phone, and LinkedIn data when available.

What schools did Cliff Kwan, Cfp®, Crpc® attend?

Cliff Kwan, Cfp®, Crpc® holds Bachelor Of Arts (B.A.), Business And Financial Planning from California State University-Fullerton.

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