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Clifford F

CFP®, ChFC®, Series 66

Vero Beach, FL

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Clifford Faintych is a CFP® and ChFC® with 21 years of industry experience. He is currently with United Planners' Financial Services of America, where he has worked since 2025, following nine years at Commonwealth Financial Network. United Planners Financial Services is a national wealth-management enterprise serving a broad client base, including individuals, retirement plans, corporations, and institutional clients. The firm employs a mix of custodians and third-party managers to implement strategies and is notable for its limited-partnership ownership structure and formalized advisor transition support.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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