Principle And Director Of Advisory Services
Current
Aug 2010 - Present
AeroLeads people directory · profile
Ken Clift Email & Phone Number
Principle and Director of Advisory Services
at
Schultz Collins
2 work emails found
@schultzcollins.com
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Principle and Director of Advisory Services
Location
San Ramon, California, United States
Company size
Who is Ken Clift? Overview
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Quick answer
Ken Clift is listed as Principle and Director of Advisory Services at Schultz Collins, a with 12 employees, based in San Ramon, California, United States. AeroLeads shows a work email signal at schultzcollins.com and a matched LinkedIn profile for Ken Clift.
Ken Clift previously worked as Sr. Financial Advisor at Schultz Collins Investment Counsel and Investment Consultant at Charles Schwab. Ken Clift holds Masters Of Science, Financial Analysis from University Of San Francisco.
Company email context
Email format at Schultz Collins
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{first}{last}@schultzcollins.com
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AeroLeads found 2 current-domain work email signals for Ken Clift. Compare company email patterns before reaching out.
Profile bio
About Ken Clift
Ken serves as Principle and Senior Financial Advisor working primarily with families and fiduciaries of institutional assets. He joined Schultz Collins in 2010 with 20 years of financial services experience. For 17 years, Ken worked in several capacities for Charles Schwab & Company. His most notable experience was in performing research and analysis, and providing commentary, on the fixed income markets and the real estate investment trust market to Schwab investment professionals. Ken also represented Schwab’s Fixed Income Department on the firm’s Investment Strategy Council. The objective of the Council was to analyze global equity and fixed income markets and provide strategic and tactical strategies to Schwab Financial Consultants and clients.Expertise: Diversification and Risk ManagementFixed Income MarketREIT InvestmentsPrivate Real Estate Analysis
Listed skills include Finance, Asset Allocation, Equities, Fixed Income, and 41 others.
Current workplace
Ken Clift's current company
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Schultz Collins
4 roles · 34 years
Ken Clift work experience
A career timeline built from the work history available for this profile.
Sr. Financial Advisor
Schultz Collins Investment Counsel
Registered Investment Advisor Services.
Investment Consultant
Charles Schwab
Dec 2007 - Aug 2010
Fixed Income And Reit Specialist
Charles Schwab And Company
Located in the San Ramon Office
1993 - 2007
~14 yrs
Team & coworkers
Colleagues at Schultz Collins
Other employees you can reach at schultzcollins.com. View company contacts for 12 employees →
JW
Jennifer Weir, Cfp®
Colleague at Schultz CollinsSan Francisco, California, United States
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LM
Laurie Marks
Colleague at Schultz CollinsSan Francisco, California, United States
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HL
Huy Lam, Cfa
Colleague at Schultz CollinsSan Francisco, California, United States
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KW
Kelly Woodard
Colleague at Schultz CollinsBerkeley, California, United States
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KL
Kristor Lawson
Colleague at Schultz CollinsOrinda, California, United States
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Jennifer Weir, Cfp®
Colleague at Schultz CollinsSan Francisco, California, United States
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LM
Laurie Marks
Colleague at Schultz CollinsSan Francisco, California, United States
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HL
Huy Lam, Cfa
Colleague at Schultz CollinsSan Francisco, California, United States
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KW
Kelly Woodard
Colleague at Schultz CollinsBerkeley, California, United States
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KL
Kristor Lawson
Colleague at Schultz CollinsOrinda, California, United States
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2 education records
Ken Clift education
Masters Of Science, Financial Analysis
Bs, Applied Economics
FAQ
Frequently asked questions about Ken Clift
Quick answers generated from the profile data available on this page.
What company does Ken Clift work for?
Ken Clift works for Schultz Collins.
What is Ken Clift's role at Schultz Collins?
Ken Clift is listed as Principle and Director of Advisory Services at Schultz Collins.
What is Ken Clift's email address?
AeroLeads has found 2 work email signals at @schultzcollins.com for Ken Clift at Schultz Collins.
Where is Ken Clift based?
Ken Clift is based in San Ramon, California, United States while working with Schultz Collins.
What companies has Ken Clift worked for?
Ken Clift has worked for Schultz Collins, Schultz Collins Investment Counsel, Charles Schwab, and Charles Schwab And Company.
Who are Ken Clift's colleagues at Schultz Collins?
Ken Clift's colleagues at Schultz Collins include Jennifer Weir, Cfp®, Laurie Marks, Huy Lam, Cfa, Kelly Woodard, and Kristor Lawson.
How can I contact Ken Clift?
You can use AeroLeads to view verified contact signals for Ken Clift at Schultz Collins, including work email, phone, and LinkedIn data when available.
What schools did Ken Clift attend?
Ken Clift holds Masters Of Science, Financial Analysis from University Of San Francisco.
What skills is Ken Clift known for?
Ken Clift is listed with skills including Finance, Asset Allocation, Equities, Fixed Income, Portfolio Management, Investments, Mutual Funds, and Investment Advisory.
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