Greg Clifton is president and founder of Clifton Capital Advisors, LLC, a company formed to help you invest wisely, minimize taxes, and make smarter financial decisions. Greg began his career in financial services at the age of 20 when recruited by a major New York-based firm, choosing to become an independent advisor in 1990. He believes objective advice, supported by a clear, comprehensive financial plan, empowers clients to make the most effective financial decisions.
Greg is a CERTIFIED FINANCIAL PLANNER™ (CFP®) practitioner, holds a designation as a Chartered Financial Consultant® (ChFC®), has earned his Master of Business Administration (MBA) from the Cox School of Business at Southern Methodist University, and is a multiyear recipient of the FIVE-STAR Wealth Manager Award*.
Greg is active in his community, currently serving as chairman of the board of directors of Texas Family Musicals, Inc., and a former member of the board of directors of the Arts Council of Fort Worth and Tarrant County. Greg is past chairman of the board of directors of Casa Mañana Theatre, past president of the board of directors of the Better Business Bureau at Fort Worth, a past member of the board of directors of Mental Health America of Greater Tarrant County, and a past member of the Advisory Board of the Cox School of Business at Southern Methodist University as well as other civic posts.
Southern Methodist University admitted Greg to the Cox School of Business Executive MBA Program though he had no college experience nor academic degrees. After graduating, SMU asked Greg to join the Advisory Board of the Cox School. Greg finished the two-year course work and examinations for the Chartered Financial Consultant (ChFC) in just ten weeks, earning the designation in 1990, and is a member of American Mensa.
Greg is a dedicated father of his two daughters, receiving his greatest joy from time spent with them. His outside interests include traveling, competing in sprint-distance triathlons, automobile racing, and restoring classic cars from the late 1960s era.
*FIVE-STAR Wealth Manager Award: Based on 10 objective eligibility and evaluation criteria including: minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, fulfillment of firm’s internal review, accepts new clients, client retention rates, client assets administered, number of client households, education and professional designations. The award is not indicative of the wealth managers’ future performance.
For more information please visit www.fivestarprofessional.com.