Clinton Brown Email and Phone Number
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Investment advisory services are offered through Trek Financial, LLC., an SEC registered investment adviser.
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PartnerTrusted Business Advisors' Team Jan 2016 - PresentSan Clemente, California, United StatesSupplementing CPA Firms by providing high-level planning services for their top 5% clientele.www.TBATeam.com
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PartnerTrek Financial Feb 2014 - PresentSan Clemente, CaTrek Financial is a registered investment advisory firm specializing in fee based financial planning and investment management for high-net-worth individuals.Our independent advice model is designed to help you confidently deal with the financial issues that life's transitions present. Whether it is planning for Retirement, Death of a Loved One, Career Change, Divorce, Exiting your Business, or the planning of your Estate Transfer, we help you plan for and reach the goals that you value, without taking unnecessary risk and without unduly sacrificing your current lifestyle.Our goal is to help you make wise choices, informed by clarity and your priorities. Our style is low-key. Our size is intentionally small. Our solutions are customized. We listen more than we talk. Our interest is in your success.Specialties: Integrated and Comprehensive Wealth Planning built around Your Life and Priorities - Wealth Accumulation and Preservation (Financial Independence) and Wealth Distribution (Family and Social Capital Legacys)Investment Advisory Services offered through Trek Financial LLC., an (SEC) Registered Investment Adviser. -
PresidentClinton Brown Financial May 2012 - PresentSan Clemente, CaWork with business owners and their financial goals so they can maximize tax strategies which will attain their retirement and estate planning goals, with the purpose of protecting their families.
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Clinton Brown, Cfp®, Chfc, Clu, Casl®The Pension Dilemma May 2012 - PresentSan Clemente, CaWe focus on helping companies shut their retirement plans down, all the while helping employees stay motivated, educated and empowered throughout the process. www.ThePensionDilemma.com
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Financial Consultant (Ca Ins Lic#0D65867)Wealth Management Strategies Jan 2009 - Apr 2012Consult Business Owners and Individuals on investment and insurance strategies
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Financial ConsultantAxa Advisors Feb 2001 - Apr 2012Consult Business Owners and Individuals on investment and insurance strategies -
Vice PresidentAxa Advisors Nov 2005 - Dec 2008Hired, trained and developed financial professionals on how to be successful in the business.
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PresidentYucaipa Valley Chamber Of Commerce Jan 2007 - Dec 2008I was the President of the Yucaipa Valley Chamber of Commerce for 2 years and helped build and increase revenues for the chamber. I focused on fundraising opportunities and improving the bottom line.
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Online Ad ManagerThe Arizona Republic May 2000 - Feb 2001Online Advertising Management -
Director Of MarketingQuepasa Corporation Sep 1997 - May 2000Bi-lingual Search Engine: English and Spanish
Clinton Brown Skills
Clinton Brown Education Details
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Business -
General Education
Frequently Asked Questions about Clinton Brown
What company does Clinton Brown work for?
Clinton Brown works for Trusted Business Advisors' Team
What is Clinton Brown's role at the current company?
Clinton Brown's current role is Partner at Trek Financial.
What is Clinton Brown's email address?
Clinton Brown's email address is cl****@****own.com
What is Clinton Brown's direct phone number?
Clinton Brown's direct phone number is (716) 852*****
What schools did Clinton Brown attend?
Clinton Brown attended Arizona State University, W. P. Carey School Of Business, Brigham Young University, Brigham Young University - Idaho.
What are some of Clinton Brown's interests?
Clinton Brown has interest in Family And Sports.
What skills is Clinton Brown known for?
Clinton Brown has skills like Retirement, Estate Planning, Investments, Financial Planners, Financial Advisory, Insurance, Investment Strategies, Investment Advisory, 401k, Small Business, Life Insurance, Financial Planning.
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