Investment adviser representative · Clifford Financial Planning, Inc.
Russell O. Clifford
CRD 2537734 · Santa Rosa, CA
At a glance
Russell O. Clifford is an investment adviser representative with Clifford Financial Planning, Inc. in Santa Rosa, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Russell’s SEC record dates to 2014, about 12 years ago. Designations on file: Certified Financial Planner.
Current advisory firms
- Clifford Financial Planning, Inc.Since November 2025Santa Rosa, CA · State-registered or not in the SEC’s list
- FartherSince September 2026San Francisco, CA · $16B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Russell’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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