Clinton E. Akerberg, CSRIC™ has over a decade of experience in the wealth management industry. Clinton E. currently serves as the Managing Partner and Personal CFO at The Wealth Consulting Group, where they focus on comprehensive wealth management for affluent families. Prior to this, Clinton was the CEO at Disciplined Equities and also served as the CEO and Wealth Advisor at Disciplined Equities Management. Clinton E. began their career in wealth management at Liberty Bank, where they worked in wealth management for four years. Clinton is committed to providing honest and transparent financial advice to their clients.
Clinton E. Akerberg, CSRIC™, began their education at Iowa State University's Ivy College of Business in 2000. There, they pursued a Bachelor of Science degree in Finance and International Business, graduating in 2004. Years later, they attended Kaplan University, where they studied Sustainable Investing and earned the title of Chartered SRI Counselor (CSRIC™) in 2022.
Sign up to view 2 direct reports
Get started