Clint Graham, Cfa, Cfp, Cim Email & Phone Number

Clint has been in the financial industry for nearly a decade. He has a successful planner and advisor with Hein Financial Group & Assante Financial Management since 2016. He works with families and businesses to navigate the world of investment, retirement, and estate planning. From the initial plans of a growing family to the complex needs of a business succession plan, Clint and his team help his clients make, and execute, well informed financial decisions. He literally removes the stress. After graduating with a Finance degree from Griffith University in Queensland, Australia, Clint began as a corporate finance analyst for an investment bank, later advising at a boutique investment dealer. Clint holds the Chartered Financial Analyst (CFA) designation, is a Certified Financial Planner (CFP), and a Chartered Investment Manager (CIM). Clint is also an active member of the Calgary CFA Society. With his diverse knowledge of the financial industry, Clint brings practical experience to his investment, risk management, and financial planning advice. Clint was born and raised in Southern Alberta and grew up on a ranch outside of Airdrie, Alberta. He knows the value of hard work and commitment to purpose. Clint enjoys going back to the family ranch, and spending time with his wife and daughter.

Listed skills include Wealth Management, Retirement Planning, Financial Planning, Investment Management, and 5 others.