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Christopher A

CFP®, Series 65

Greensboro, NC

Clef Financial, LLC

Christopher Arena is a CFP® professional with two years of experience in financial advising, currently operating at Clef Financial, LLC. He also owns and manages Chris Arena, CPA, PLLC, a North Carolina-based CPA firm providing tax, accounting, and advisory services since 2015. Arena serves as Treasurer for Liberty Arts, Inc., a nonprofit focused on supporting artists and arts education. Clef Financial is a fee-only registered investment adviser offering discretionary investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm employs an investment approach based on asset allocation and Modern Portfolio Theory, managing diversified portfolios tailored to client objectives and risk tolerance. Its combination of in-house tax expertise and financial planning services distinguishes it within the independent advisor space.

Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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