Clinton Stosich, Chfc®, Fscp®, Cltc® Email and Phone Number
As a husband and father of two, I recognize the importance of protecting one’s family both today and in the future. How do I give my family everything they need and want, or that I want them to have, while also preparing for the golden years I expect to enjoy? My passion now is to help families realize that they CAN create the life they dream about for themselves AND their children.Having clients both in and approaching retirement, I have insight into how people think and act regarding personal finances and retirement. I help them to be prepared for the financial land mines that will inevitably come, I allow them to enjoy the golden years instead of being worried about whether they’ve saved enough, or if they will run out of money.I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions.In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies.Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions.I am not licensed in all jurisdictions.Neither Ethington Financial Group nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Ethington Financial Groupis not owned or operated by New York Life Insurance Company or its affiliates. New York LifeEthington Financial Group LLC.10421 S Jordan Gateway #630South Jordan, UT 84095801-576-2646CA license # 0M68827
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Financial AdviserEthington Financial Group May 2021 - PresentAt Ethington Financial Group, we believe hope is not a strategy. Our clients appreciate that we don’t believe in cookie-cutter services or a one-size-fits-all approach. Instead, we follow a meticulous process designed to help get to know each client’s situation, goals, and level of risk tolerance so that we can make appropriate recommendations to help meet their needs. Everyone is different and we may amend our approach to suit a specific client, but in general, we utilize the following process to help those we’re privileged to serve.Effective financial planning can sometimes require a team of experts working together to serve your best interests. In such situations, we are the quarterback who makes sure everyone is working together to achieve the best possible results. If you have existing team members you trust, such as your CPA or attorney, we are happy to work with them, and we can also bring in our subject-matter experts as needed.
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Financial Services Professional - Investments And Insurance ProductsNylife Securities Llc Jan 2018 - PresentI work with individuals and businesses through a needs-based approach to help them properly determine their needs. As a Registered Representative offering securities products and services through NYLIFE Securities LLC (Member FINRA/SIPC), I am able to provide a wide offering of various investment products to help meet the needs of my clients. These products can include variable insurance and annuity products, mutual funds, and 529 college savings plans.Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. -
Agent - Life, Annuities, Disability, Long-Term Care InsuranceNew York Life Insurance Company Jul 2017 - PresentNew York, New York, UsAs a licensed agent providing insurance solutions through New York Life Insurance Company, I work with individuals, families, and businesses using a needs based approach to properly assess and determine what their life insurance or long-term care planning needs are. -
Independent AgentSelf Employed Feb 2016 - Jul 2017Satellite Beach, Florida, UsAgent licensed to sell insurance products with various life insurance companies. -
Account ManagerCorporate Technology Group Mar 2013 - Nov 2015
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Sales Account ManagerCisco Systems Feb 2011 - Mar 2013San Jose, Ca, Us• Increased revenue through customer interaction, and partner engagement and alignment• Responsible for sales, sales forecasts, maximizing Cisco promotions and offers, and general account management• Achieved 107.6% in FY11, and 113.1% in FY12 for product bookings -
Sales Account ManagerMarketstar Feb 2011 - Mar 2013Ogden, Utah, Us -
Retail Account ExecutiveAt&T Oct 2010 - Feb 2011Dallas, Tx, Us•Managed success of the AT&T brand in 13 National Dealer locations •Responsible for the education of approximately one hundred wireless consultants on new offers, devices, plans, services, and general AT&T features and benefits•Achieved 123% to quota and 141% on revenue goal in first 3 months in position -
Retail Sales ConsultantAt&T 2008 - 2010Dallas, Tx, Us•Assist in development, coaching, and assimilation of new reps as they onboard with AT&T.•Net Promoter Score of 79% 2010 YTD and exceeded market average for 2009•AT&T SBA Small Business Certification (2009 and 2010)
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General ManagerStay N Touch Cellular 2007 - 2008•Responsible for management of store operations including sales, marketing, hiring, training, payroll, purchasing, inventory, and debt and asset management.•Achieved 411% increase in operating revenue in 6 months•Maintained 98.7% customer satisfaction scores on service and repair transactions from Sprint
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Lead Retail Sales RepresentativeSprint Nextel 2005 - 2007Overland Park, Kansas, Us•Awarded 2006 Top Sales Rep for Utah North District for 2006 within Rocky Mountain Region. Metrics based on new net activation metrics, accessories sales, and additional feature attachment rates.•2007 Store Ambassador Role for new employee training program -
Retail Communications ConsultantUbiquitel Pcs Sep 2002 - Oct 2004•Top sales representative for 8 consecutive months•Supplemented walk-in traffic through aggressive outside selling, business prospecting and account management, and other external marketing efforts•Served as point of contact in absence of manager for customer service escalations and employee issues
Clinton Stosich, Chfc®, Fscp®, Cltc® Education Details
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Utah State UniversityScience -
Idaho Falls Senior High School
Frequently Asked Questions about Clinton Stosich, Chfc®, Fscp®, Cltc®
What company does Clinton Stosich, Chfc®, Fscp®, Cltc® work for?
Clinton Stosich, Chfc®, Fscp®, Cltc® works for Ethington Financial Group
What is Clinton Stosich, Chfc®, Fscp®, Cltc®'s role at the current company?
Clinton Stosich, Chfc®, Fscp®, Cltc®'s current role is Financial Advisor.
What schools did Clinton Stosich, Chfc®, Fscp®, Cltc® attend?
Clinton Stosich, Chfc®, Fscp®, Cltc® attended Utah State University, Idaho Falls Senior High School.
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