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Csric™ Clinton Akerberg

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Csric™ Clinton Akerberg

Managing Partner, Personal CFO | The Wealth Consulting Group

West Des Moines, Iowa, United States

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Csric™ Clinton Akerberg

Summary

Clinton Akerberg is a dynamic entrepreneur and seasoned finance professional with extensive experience in wealth management and financial advisory services. As the Managing Partner and Personal CFO at The Wealth Consulting Group, he excels in creating tailored financial strategies that emphasize socially responsible investing. A graduate of Iowa State University with a double major in International Business and Finance, Clinton has a proven track record of delivering exceptional financial solutions and fostering strong client relationships. His commitment to clarity and excellence in financial advice sets him apart in a competitive industry. Outside of work, Clinton enjoys a variety of outdoor activities, including sailing and scuba diving, often accompanied by his beloved English Cream Golden Retriever, Brinkley. He is also actively involved in community service, supporting organizations like the Susan G. Komen Foundation. Clinton's passion for finance is matched by his dedication to aligning investments with clients' core values, making him a trusted advisor in the field.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Sustainability

Innovation

Organisational experience

Startup Experience

Corporate Experience

Consulting Experience

Csric™ Clinton Akerberg

Work Experience

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Managing Partner, Personal CFO at

The Wealth Consulting Group

January 2017 - Present

💼

CEO at

Disciplined Equities

November 2013 - May 2017

💼

Wealth Advisor/CEO at

Disciplined Equities Management

December 2013 - January 2017

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Wealth Management at

Liberty Bank

June 2009 - November 2013

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Csric™ Clinton Akerberg

Education

Iowa State University - College of Business, Bachelor Of Science (Bs)

January 2000 - January 2004

Kaplan University, Chartered Sri Counselor - Csric®

January 2022

Frequently Asked Questions about Csric™ Clinton Akerberg

What is Csric™ Clinton Akerberg email address?

Csric™ Clinton Akerberg's primary email address is *********@vsrfin.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Csric™ Clinton Akerberg work for?

Csric™ Clinton Akerberg is a Managing Partner, Personal CFO at The Wealth Consulting Group, a company specializing in Monetary Authorities-Central Bank.

Where Csric™ Clinton Akerberg graduated from?

Csric™ Clinton Akerberg holds a degree in Finance, International Business from Iowa State University - College of Business.

How can I directly contact Csric™ Clinton Akerberg?

To contact Csric™ Clinton Akerberg directly, you can use the email address *********@vsrfin.com. Complete contact information is available upon registration with Muraena.

Who is Csric™ Clinton Akerberg?

Clinton Akerberg is a dynamic entrepreneur and seasoned finance professional with extensive experience in wealth management and financial advisory services. As the Managing Partner and Personal CFO at The Wealth Consulting Group, he excels in creating tailored financial strategies that emphasize socially responsible investing. A graduate of Iowa State University with a double major in International Business and Finance, Clinton has a proven track record of delivering exceptional financial solutions and fostering strong client relationships. His commitment to clarity and excellence in financial advice sets him apart in a competitive industry. Outside of work, Clinton enjoys a variety of outdoor activities, including sailing and scuba diving, often accompanied by his beloved English Cream Golden Retriever, Brinkley. He is also actively involved in community service, supporting organizations like the Susan G. Komen Foundation. Clinton's passion for finance is matched by his dedication to aligning investments with clients' core values, making him a trusted advisor in the field.

Csric™`s contact details

mail

*********@vsrfin.com

*******@wealthcg.com

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Marlo Stil

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Cheryl Constantino Cfp

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Ian Jones

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