Cliff Hall
Financial Advisor
Cliff has over 10 years of experience serving his clients in the financial services profession.
Cliff also brings over 20 years of experience serving business owners, school districts, city and county agencies, and nonprofit organizations across multiple industries. He understands the unique challenges leaders face in managing their organizations, employees, and long-term financial goals.
He works with individuals, families, businesses, medical and professional practices, and agricultural operations. By taking a collaborative approach, Cliff works closely with specialists, attorneys, and CPAs to help clients address complex planning needs, including estate planning, succession planning, buy-sell agreements, business valuations, and employee benefits strategies.
Cliff earned a bachelor's degree in business administration and holds the following financial services and retirement industry professional designations:
- AIF® - Accredited Investment Fiduciary®, from fi360 in Bridgeville, Pennsylvania
Cliff holds the following FINRA securities registrations:
- Series 7 – General Securities Representative Examination
- Series 66 – Uniform Combined State Law Examination
In addition to professional credentials, Cliff is actively involved in the community and industry, serving as a Board Member for HandsOn Central California and maintaining memberships with the National Association of Insurance and Financial Advisors (NAIFA), Fresno Chapter; Fresno Business Council; San Joaquin Valley Manufacturing Alliance; and the American Council of Engineering Companies (ACEC), San Joaquin Valley Chapter.
Outside of work, Cliff enjoys spending time with family and friends, reading, and traveling. He also enjoys staying active through golf, basketball, outdoor activities, and the strategic challenge of chess.