Timothy Clifford
PRO FOUNDER
Financial Planning Professional & CFP®
Simplifying Wealth Strategy

Timothy Clifford

Timothy Clifford

Financial AdvisorWealth ManagementRetirement Planning
30+ years in financial services
3.4K+ professional followers
Former Certified Financial Planner
Founder of Core Wealth Consultants

About Timothy Clifford

Why Book Timothy Clifford as Your Podcast Guest

Ready to Record
Will Promote Episode
Remote Ready
Free
Podcast Fee

Available This Week

Weekdays only from 10am to 5pm (America/New_York)

Show Interest
Mutual interest unlocks messaging
HD Audio & Video Remote Ready Orlando, United States English Will Promote

Proven Financial Insights

I bring over 30 years of tested, real-world experience in wealth management and retirement strategy.

Listener-Ready Content

I simplify complex topics into relatable stories and tips that keep audiences engaged and informed.

Extended Audience Reach

With 3.4K+ professional followers, I help amplify your podcast’s reach and listener base.

Engaging, Story-Led Delivery

I share lessons from the trading floor to executive roles, offering memorable stories your audience will value.

Episode Angles & Topics

✨ AI Enhanced

How Should You Really Plan Retirement?

Listeners gain a realistic framework to prepare for retirement without jargon or generic advice.

Planning Strategy Execution Common Mistakes

Can You Invest Without Fear?

Actionable guidance on building discipline and confidence in long-term investing.

Mindset Risk Behavior Tools

What Populist Politics Mean for Your Money

A grounded look at how political shifts impact markets and personal finance decisions.

Trends History Impact Adaptation

What 30 Years in Finance Taught Me

Compelling stories and hard-won lessons from a career across the financial services landscape.

Career Leadership Evolution Client Stories

What You'll Get From This Interview

Audience Takeaways

Listeners will gain practical insights into long-term investing, retirement readiness, and how to make confident financial decisions in uncertain markets.

Hot Topics

• Navigating Retirement Planning at Any Age
• Translating Market Trends for Everyday Investors
• Disciplined Wealth Building Strategies

Why Trust Me

30+ years in financial services
Founder of Core Wealth Consultants
Former VP at Ameriprise & H&R Block

The Ideal Show

Ideal for finance, investing, and personal development podcasts seeking clear, relatable expertise on wealth and retirement planning.

Recent Podcast Appearances

No podcast appearances attached to this profile yet.

Key Achievements

✨ AI

Founded Core Wealth Consultants LLC to provide disciplined financial planning services.

2012

Built a strong professional network to extend podcast reach.

3.4K+ professional followers

Earned Certified Financial Planner (CFP) credential.

2007

Professional Experience

✨ AI Enhanced

Managing Partner & Financial Consultant

Core Wealth Consultants LLC

2012-Present

Helping clients with retirement planning and investing through a disciplined and structured approach.

Vice President

Ameriprise Financial Services, Inc.

2009-2012

Led field leadership and service integration in financial planning and delivery.

Vice President

H&R Block Financial Advisors

1999-2008

Oversaw enterprise-scale financial services and tax partnering operations.

Branch Manager

Charles Schwab

1990-1999

Managed client relationships and sales operations in financial advisory services.

Education

✨ AI Enhanced

BA

Governors State University

1987

AS

Vincennes University

1978

Speaker Topics

✨ AI Enhanced

What Timothy Clifford Can Speak About:

Financial Planning Expert Wealth Management Consultant Retirement Strategy Advisor Investment Planning Specialist Disciplined Wealth Coach Financial Literacy Advocate

Speaking Engagements

Podcast Interview

Free
45-60 minutes

Book Your Interview

Actionable, story-rich insights on Financial Planning Expert, Wealth Management Consultant, Retirement Strategy Advisor. Studio-quality video & audio. Available Weekdays only. Happy to share with my audience.

No Appearance Fee
Free for podcast interviews
HD Audio & Video
Studio-quality video & audio
Episode Promotion
Will promote episodes to their audience
Flexible Schedule
Available Weekdays only

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