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Kent Clifton, CFP®

Kent Clifton, CFP®

Retirement Planning Specialist

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Since starting his financial services career in 2007 Kent has focused on helping clients develop comprehensive financial strategies that fit their unique needs.  His services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. 
Kent also specializes in helping employees of large corporations understand and maximize their corporate wealth building programs such as 401ks, Employee Stock Purchase Plans, Stock Option Grants, and Restricted Stock Units.  

Kent is an 11-year veteran of the United States Marine Corps, completing his service at the rank of Captain. He currently serves on the Board of Directors of Vibrant Pittsburgh. Former Board service includes the American Heart Association, The Western PA Diversity Initiative, and The Pittsburgh North Regional Chamber of Commerce. 

Kent holds a BS in Accounting from the University of Illinois-Chicago and a Certificate in Retirement Planning from The University of Pennsylvania Wharton School of Business. A Chicago native, he his wife and three children have made Western Pennsylvania their home for 21 years.  

 

The Retirement Planning Specialist title is awarded by Equitable Advisors, based upon the Financial Professional's (FP) receipt of a Certificate in Retirement Planning from the Wharton School, University of Pennsylvania. In a collaboration between the Wharton School and Equitable Advisors' affiliated life insurance carrier, coursework for the certificate was developed exclusively for Equitable Advisors FPs, and the title may be used only by FPs who have completed the required coursework and maintain the title through ongoing continuing education requirements. To verify that an FP has earned and holds the title in good standing, contact us at atretirement@equitable.com. Complaints about an Equitable Advisors FP should be directed to customer.relations@equitable.com.


Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

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