Clifford Wakefield

CFP
Royalty Management
Clifford Wakefield
Clifford Wakefield, CFP, is a seasoned financial advisor specializing in royalty management for artists and rights holders. Leveraging a unique blend of financial acumen and artistic understanding, cultivated during his education at Juilliard, Clifford provides comprehensive wealth management strategies tailored to the complexities of royalty income. He expertly guides clients through investment planning, tax optimization, and long-term financial security, ensuring their creative endeavors translate into lasting prosperity. Clifford is dedicated to providing personalized service and building lasting relationships, empowering clients to achieve their financial goals while preserving their artistic legacy. Outside of finance, Clifford is a passionate music enthusiast and owns a collection of over 4,000 vinyl records.
💡 Fun Fact: I own a collection of over 4,000 vinyl records.
Language(s) English
Gender M
Colleges Juilliard
Accreditations CFP
Specialty Royalty Management
Assigned Branch LOC_SJ_21