Broker Check
John D. Clifford, CFP®

John D. Clifford, CFP®

Investment Assistant

John Clifford joins our team with an extensive background in the financial services industry spanning over 20 years.  He served for over 10 years as the Head Trader for an event-driven long-short hedge fund, Catalyst Investment Management, LLC, and over 5 years as Chief Operations Officer at Quantum Capital Management, an RIA and institutional investment manager, both located in San Francisco. John has a deep understanding of equity and derivatives markets, as well as macro-economic concepts and personal finance.

John grew up in San Luis Obispo County and received his B.S. in Biochemistry from the University of California, Davis, as well as an Executive Certificate in Financial Planning from San Francisco State University.

John currently resides in Mill Valley with his wife Justine and children Brayden and Natalia.