Cliff joined Old Port Advisors in 2021 as a Senior Wealth Advisor with primary responsibility for his clients’ overall financial planning and portfolio management. Prior to joining the firm, Cliff was the founder and President of Elder Planning Advisors of Maine, Inc. where he led the planning and investment process since its founding in 1996. Cliff is a member of our Investment Policy Committee and Compliance Committee.
Cliff holds the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations conferred by the American College of Financial Services and has been a member of the Society of Financial Service Professionals for over 40 years. Cliff entered the Financial Services profession in 1983 with Met Life. In 1990, his passion for assisting retirees and those transitioning into retirement led him to specialize in the practice area known as “Elder Planning” where he has devoted most of his career.
In addition to his professional duties, Cliff has served on local and national boards and committees involving seniors’ and retirees’ issues including the Southern Maine Agency on Aging, Legal Services for the Elderly, and the Governor’s Task Force on Long-Term Care Financing. He has written numerous articles, presented educational sessions to a variety of public and professional audiences and has appeared as a guest on local radio and television programs throughout his career.
Cliff enjoys outdoor sports: biking, running and hiking; as well as live music. He is a boater and private pilot who pursues these activities as often as time allows. In a parallel life, Cliff spent over 25 years in the Navy and Naval Reserves where he served as a photographer and salvage diver until he retired in 2003. Cliff and his wife, Laurene live in South Portland, Maine and St. Petersburg, Florida.