Clintsman Financial Planning
Address: 660 N Carroll Ave #140, Southlake, TX 76092 Hours: Closes soon: 5:30PM ⋅ Opens 8:30AM Mon Friday8:30AM–5:30PMSaturdayClosedSundayClosedMonday8:30AM–5:30PMTuesday8:30AM–5:30PMWednesday8:30AM–5:30PMThursday8:30AM–5:30PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (817) 410-8200Category: : : : : Website: : Place name: : Website: http://www.clintsmanfinancialplanning.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Clintsman Financial Planning Posting publicly on the Web Write a review Reviews Be the first to review
Clintsman Financial Planning List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Clintsman Financial Planning. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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11 Clintsman Financial Planning employees in database. Find out everything there's to know about Clintsman Financial Planning employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Clintsman Financial Planning Employees
Clintsman Financial Planning October 2013 - Present
Atlas Wealth Advisors March 2011 - September 2013
The PFE Group June 2010 - February 2011
United Capital Finanical Partners, Inc July 2009 - February 2011
Skills
Investments, Securities, Financial Advisory, Retirement Planning, Strategic Financial..., Wealth Management, Asset Management, Retirement, Portfolio Management, Estate Planning, Asset Allocation, Series 7, Mutual Funds, FINRA, Investment Advisory, Investment Strategies, Financial Planners, Series 63, Investment Management, Alternative Investments, 401k, Financial Planning
Education
Texas Tech University 2008 — 2010
M.S., Personal Financial Planning
Texas Tech University 2004 — 2008
B.A., Mathematics & Statistics
Clintsman Financial Planning December 2013 - Present
Clintsman Financial Planning February 2012 - December 2013
Glaucoma Consultants of Texas August 2011 - December 2011
MaxHealth Family Medicine 2001 - 2011
MaxHealth Family Medicine 2000 - 2001
MaxHealth Family Medicine 1999 - 2000
PrimaCare Medical Centers 1998 - 1999
PrimaCare Medical Centers 1997 - 1998
Skills
Process Improvement, Team Building, Benefits Administration, Team Leadership, Recruiting, Customer Service, Outlook, Microsoft Word, Employee Relations, Vendor Management, Management, Project Management, Microsoft Office, Accounts Receivable, Insurance, Employee Training, Business Analysis, Microsoft Excel, Leadership, Risk Management
Education
The University of Texas at Arlington 1996 — 2001
Bachelor of Business Administration, Management
Clintsman Financial Planning April 2002 - Present
Arthur Andersen June 1988 - April 2005
GuidedChoice April 2000 - March 2002
Ernst & Young April 1995 - March 2000
Skills
Financial Planners, Wealth, Estate Planning, Strategic Financial..., Retirement Planning, Investments, Investment Advisory, Small Business, Tax Advisory
Education
University of North Texas 1983 — 1988
Master of Science (MS), Taxation
University of Kansas 1982 — 1983
Clintsman Financial Planning February 2004 - Present
Texas Tech PFP Alumni Advisory Board November 2011 - Present
Financial Planning Association of Dallas/Ft. Worth January 2014 - December 2014
Financial Planning Association of Dallas/Ft. Worth January 2013 - December 2013
Financial Planning Association of Dallas/Ft. Worth January 2012 - December 2012
Financial Planning Association of Dallas/Ft. Worth January 2010 - December 2011
KPMG LLP May 2002 - February 2004
Arthur Andersen LLP January 1997 - May 2002
Asset Management Advisors April 1995 - April 1996
Evensky Brown & Katz June 1994 - July 1994
Skills
Strategic Financial..., Retirement Planning, Estate Planning, Financial Planners, Financial Advisory, Wealth Management, Investment Advisory, Financial Analysis, Investments, Retirement, Asset Allocation, Investment Management, Financial Planning, Mutual Funds, Asset Management, Wealth, Wealth Management..., Investment Strategies, Finance, Portfolio Management, High Net Worth..., Financial Goals, Personal Financial...
Education
Texas Tech University 1993 — 1994
BS, Family Financial Planning
Texas Tech University 1989 — 1993
BS, Agricultural Economics
Clintsman Financial Planning January 2015 - Present
Clintsman Financial Planning January 2012 - December 2014
TD Ameritrade February 2011 - February 2011
Skills
Retirement Planning, Asset Allocation, Strategic Financial..., Estate Planning, Investments, Financial Planners, Financial Analysis, Risk Management, Financial Advisory, Wealth Management, Financial Planning, Tax Planning, Insurance Planning, Cash Flow Planning, Investment Management, Investment Strategies, Investment Advisory, Portfolio Management, Finance, Retirement
Education
Texas Tech University 2009 — 2011
Master's Degree, Personal Financial Planning
Angelo State University 2004 — 2007
Bachelor of Science, Kinesiology, Magna Cum Laude
Clintsman Financial Planning January 2015 - Present
Clintsman Financial Planning January 2012 - December 2014
Texas Tech University August 2011 - December 2011
Smooth Fusion Inc March 2009 - November 2011
Skills
Financial Planning, Investment Advisory, Financial Markets, Management, Public Speaking, Strategic Financial..., Financial Analysis, Insurance, Analysis, Estate Planning, Retirement, Portfolio Management, Financial Advisory, Microsoft Excel, Holistic Financial..., Retirement Planning, Investments, Financial Planners, Leadership, Mutual Funds, Training, Wealth Management, Asset Allocation
Education
Texas Tech University 2009 — 2011
MS, Personal Financial Planning
Texas Tech University - Rawls College of Business 2006 — 2009
BBA, Management
Clintsman Financial Planning March 2006 - Present
Skills
Financial Planners, Strategic Financial..., Estate Planning, Personal Finance, Retirement Planning, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, Financial Advisory, Wealth Management..., Wealth Management
Education
Texas Tech University 2001 — 2005
Bachelor of Science (B.S.), Personal Financial Planning
The Gregg Pearson Foundation Inc. June 2011 - Present
Clintsman Financial Planning July 2008 - Present
Skills
Retirement Planning, Investment Advisory, Strategic Financial..., Investments, Financial Planners, Retirement, Asset Allocation, Financial Planning, Portfolio Management
Education
Texas Tech University
Bachelor of Business Administration (B.B.A.), Finance, General